Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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  • From the Outside Looking In: Helping People Age (Safely) in
    From the Outside Looking In: Helping People Age (Safely) in Describes benefits of updating homes for ... coalition of: building & tech sectors, LTCI, homecare, health insurance & care. Preventive care ;Long-term ...

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    • Authors: Louis Tenenbaum
    • Date: Apr 2018
    • Competency: Communication>Difficult message delivery; Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: Demography>Longevity; Economics>Behavioral economics; Economics>Health economics; Experience Studies & Data>Disability; Experience Studies & Data>Morbidity; Health & Disability
  • Personal Risk Manager: Driver of Resilience
    Personal Risk Manager: Driver of Resilience To be financially "well" is unique to an individual ... individual. Following a hierarchy of needs is key, along with saving more than the talking heads tell you to ...

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    • Authors: Max Rudolph
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • An Enhanced Social Security Benefit
    Article from Securing Future Retirements Essay Collection 2018 Call for Essays 4 An Enhanced ... provides what most actuaries like to see in terms of how to address retirement, meaning individuals are ...

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    • Authors: John Cutler
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Economics>Behavioral economics; Finance & Investments>Investment policy
  • Financial Life Planning at Work
    Financial ... Article from Securing Future Retirements Essay Collection 2018 Call for Essays 78 Financial ... Life Planning at Work: How Financial Mentorship of Younger Employees Leads to Improved Retirement ...

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    • Authors: CYNTHIA RITA MEYERS, Scott Spann
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks