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Integrating Home Equity & Retirement Savings: "Rule of 30"
Integrating Home Equity & Retirement Savings: "Rule of 30" A strategy is shown to yield ... amount and sustainability of retirement income by coordinating draws from retirement savings and home equity ...- Authors: Peter Neuwirth, Barry Sacks, Stephen Sacks
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Retirement Section News
- Topics: Finance & Investments>Portfolio management - Finance & Investments
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A Seminar in Beijing: Applications of Derivatives of Life Company Risk Management
A Seminar ... Applications of Derivatives of Life Company Risk Management Recaps April 2015 seminar on derivatives ... futures derivatives;hedging;equities;investment risk 6442463309 8/1/2015 12:00:00 AM ...- Authors: Peter H Sun
- Date: Aug 2015
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Risks & Rewards
- Topics: Finance & Investments>Portfolio management - Finance & Investments
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Investment Section Breakfast in Austin
Investment Section Breakfast in Austin Correspondent's report from the Investment Section ... Correspondent's report from the Investment Section Breakfast at the SOA Annual Meeting in Austin 2015 ...- Authors: Jeffrey Passmore, Frank Grossman
- Date: Feb 2016
- Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Risks & Rewards
- Topics: Actuarial Profession>Professional associations; Finance & Investments>Investments; Finance & Investments>Portfolio management - Finance & Investments