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A Portfolio Approach to Retirement Income Security
A Portfolio Approach to Retirement Income Security Retirees and their advisors should construct diversified ... diversified portfolios of retirement income, allocating among various retirement income classes that include ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
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Designing and Communicating Retirement Plans for "Humans"
and Communicating Retirement Plans for "Humans" This essay advocates that the transition from ... sponsors offer programs of retirement income in their DC plans. The essay discusses the relevant actuarial ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation
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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
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Communicating Under Revised Insurance Accounting Proposals
unprecedented level of change within the next several years, including a convergence of US GAAP with international ... international accounting standards. Communication to the public issues are emphasized Accounting standards;Discount ...- Authors: Brian Paton
- Date: Sep 2011
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>International Accounting Standards Board [IASB]
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ORSA Experience: A Consultant's View
consultant for a leading actuarial consultancy across the Middle East and South Asia regarding ORSA. It highlights ... describes the dichotomy of management and consultant paradigm. ORSA;Nassim Nicholas Taleb;ERM;Risk Culture ...- Authors: Syed Danish Ali
- Date: Aug 2016
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Change management; Professional Values>Practice expertise
- Publication Name: Risk Management
- Topics: Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Financial management; Enterprise Risk Management>Risk measurement - ERM
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Letter to the Editor
Letter to the Editor Budget concerns should not be allowed to override sound actuarial rate development ...- Authors: Sabrina Gibson
- Date: Sep 2010
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Ethical standards; Professional Values>Public interest representation
- Publication Name: Health Watch
- Topics: Actuarial Profession>Code of Conduct; Public Policy; Social Insurance>Government-funded healthcare; Social Insurance>Medicaid