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  • The Impact of Investment Advice Regulations on Personal Actuaries
    The Impact of Investment Advice Regulations on Personal Actuaries This paper, part of the Society of ... Projects – Finance/Investment,’ sponsored by the SOA's Committee on Finance Research, examines state and federal ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: Aug 2005
  • The Impact of Investment Adviser Regulations on Personal Actuaries
    The Impact of Investment Adviser Regulations on Personal Actuaries This paper reviews state and federal ... federal regulation of investment advisers as it applies to personal actuaries and advocates action steps ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: May 2007
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Alternative careers
  • The Impact of Investment Adviser Regulations on Personal Actuaries
    The Impact of Investment Adviser Regulations on Personal Actuaries This paper considers the problem ... problem of actuaries acting as advisers to individuals. This activity is covered by regulations, discussed ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: May 2007
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Qualifications
  • The Impact of Investment Advice Regulations on Personal Actuaries
    The Impact of Investment Advice Regulations on Personal Actuaries Paper on the impact of investment ... investment advice regulations on personal actuaries. Investment policy; 7168 6/1/2005 12:00:00 AM ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: Jun 2005
    • Competency: Professional Values>Practice expertise
    • Topics: Actuarial Profession>Alternative careers; Public Policy
  • Actuary of the Future, April 2006 - Issue No. 20
    Actuary of the Future, April 2006 - Issue No. 20 The complete Actuary of the Future newsletter for April ...

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    • Authors: James C Brooks, David S Duncan, Joseph Paesani, Carl Westman, Andrew H Dalton
    • Date: Apr 2006
    • Publication Name: Actuary of the Future
  • Seeking The Right Level - What Does Today's World Demand In Disability Reserves?
    Seeking The Right Level - What Does Today's World Demand In Disability Reserves? This article discusses ... discusses the inadequacy of current disability insurance reserve tables due to higher claims in light of current ...

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    • Authors: Carl Westman
    • Date: Nov 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Health & Disability>Disability tables
  • Trends in Actuarial Employment
    From a panel discussion session at the annual meeting of the Society of Actuaries held in Chicago, Illinois ... Illinois, October 15-18, 2000 The panelists discussed recent trends in actuarial employment including: ...

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    • Authors: John A Dewan, Ayleene Hartman, Carl Westman, Aimee Kaye
    • Date: Oct 2000
    • Competency: External Forces & Industry Knowledge; Professional Values>Practice expertise
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Professional development
  • A Retrospective - Health Care Reform In Kentucky
    inspired by the unsuccessful attempt at national health care reform in the Health Security Act of 1993. The ... The measures adopted in Kentucky are described by the author as 'a textbook case of how not to engage ...

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    • Authors: Carl Westman
    • Date: Apr 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Health & Disability>Health insurance; Public Policy