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  • The Personal Actuary
    for another professional in supporting this individual. You may or may not work directly with the public ... This is something that has been used in the individual market. In the investment advisory world ...

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    • Authors: John M Bragg, Teresa Winer, Mitchell Serota
    • Date: Jun 2005
    • Competency: Leadership; Leadership>Professional network leverage; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Professional development
  • Strategic Planning Issues - Part Three of Three
    the code of ethics of the Million Dollar Round Table: • Always place the best interests of my clients ... insurance industry and the Million Dollar Round Table. • Determine that any replacement of a life insurance ...

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    • Authors: Tom Kelly
    • Date: Feb 1999
    • Competency: Leadership; Leadership>Mentoring; Relationship Management>Relationships and trust; Results-Oriented Solutions
    • Publication Name: International News
    • Topics: Actuarial Profession>Ethics; Actuarial Profession>Professional development; Global Perspectives