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  • Introducing Funding Longevity Task Force
    gerontologists who comprise the Funding Longevity Task Force at the American College of Financial Services. ... Mortgages;Retirement income;Financial planning;Retirement plans;Longevity risk 6442475612 2/1/2017 ...

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    • Authors: Shelley Giordano
    • Date: Feb 2017
    • Competency: Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
  • 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 ...

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    • 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
  • Rate Increase Approaches Impact LTC Policyholder Behavior
    Rate Increase Approaches Impact LTC Policyholder Behavior Approaches to filing, approving and implementing ... implementing LTC rate increases impact policyholder behavior regarding retaining/modifying their coverage ...

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    • Authors: Raymond Nelson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: General Insurance (Property & Casualty)>Policyholder behavior - General Insurance; Long-term Care>Long-term care insurance
  • An Enhanced Social Security Benefit
    provides financial protection by annuitizing retirement. This is not enough for many. My idea creates ... Security. Annuity reserves;Investment policy ;Retirement income 6442482460 5/1/2018 12:00:00 AM ...

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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
  • Getting Strategic About Risk Management: How Business Can Move Forward Through Greater Risk Awareness
    Strategic About Risk Management: How Business Can Move Forward Through Greater Risk Awareness Many top-performing ... top-performing businesses aren’t just risk aware, but rather risk intelligent. Such a posture helps prepare ...

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    • Authors: Lou DiSerafino
    • Date: Aug 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; 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; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Compliance; Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Portfolio management - ERM; Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Finance & Investments>Risk measurement - Finance & Investments
  • Getting Strategic About Risk Management: How Business Can Move Forward Through Greater Risk Awareness
    Strategic About Risk Management: How Business Can Move Forward Through Greater Risk Awareness Many top-performing ... top-performing businesses aren’t just risk aware, but rather risk intelligent. Such a posture helps prepare ...

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    • Authors: Lou DiSerafino
    • Date: Aug 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; 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; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Compliance; Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Portfolio management - ERM; Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Finance & Investments>Risk measurement - Finance & Investments
  • Prioritization of Health Services
    Prioritization of Health Services This session is about the details of the inception and implementation of the ... the Oregon Health Plan. From Record of Society of Actuaries Vol. 18, No. 1B. Government-funded healthcare;Health ...

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    • Authors: Paul R Fleischacker, Harvey Klevit
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health care; Health & Disability>Health care quality; Health & Disability>Public financing - Health & Disability; Public Policy; Public Policy; Social Insurance>Medicaid
  • How to Turn Suspects Into Prospects
    VP of sales that took place after a call. I was a young, excitable sales rep. As I recounted the call ... react when you posed the question what happens to your business if you don’t address the problem? Oops. I ...
    • Date: May 2017
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; 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; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • 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 ... aging in place. Calls for stakeholders coalition of: building & tech sectors, LTCI, homecare, health ...

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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
  • The Alternative to the Medical Scheme Model for Africa
    The Alternative to the Medical Scheme Model for Africa The medical scheme approach adopted by several ... several African countries has failed to meet the needs of those in informal employment and rural communities ...

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    • Authors: Kudzai Chigiji
    • Date: Jan 2016
    • Competency: Communication>Persuasive communication; Leadership>Influence; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: International News
    • Topics: Health & Disability>Health care; Health & Disability>Health insurance; Public Policy