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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 ...

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    • 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
  • 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 ...

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    • 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
  • A Millionaire Mind and the Money to Match: Are They Prospects for Long-Term Care Insurance?
    A Millionaire Mind and the Money to Match: Are They Prospects for Long-Term Care Insurance? This is ... is an article about the sales process for long-term care insurance. Marketing and distribution; 9982 ...

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    • Authors: Debra Newman
    • Date: Mar 2006
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; Leadership>Influence; Relationship Management>Relationships and trust
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care
  • The Actuary & the Future of U.S. Health Insurance
    The Actuary & the Future of U.S. Health Insurance Article focusing on the current and future state ... state of health insurance in the U.S. Government-funded healthcare;Health care reform;Health policy;Social ...

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    • Authors: John A MacBain
    • Date: Jun 1999
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; Leadership>Influence; Strategic Insight and Integration>Big picture view
    • Publication Name: Actuary of the Future
    • Topics: Health & Disability>Public financing - Health & Disability; Public Policy; Social Insurance>Government-funded healthcare
  • The Sustainability of the New American Entitlement: Actuarial Values and the ACA
    The Sustainability of the New American Entitlement: Actuarial Values and the ACA The article discusses ... discusses the sustainability of the ACA individual market from a public entitlement standpoint. A key point ...

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    • Authors: Gregory Fann
    • Date: Sep 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Change management; Leadership>Influence; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: In The Public Interest
    • Topics: Economics>Behavioral economics; Economics>Financial markets; Health & Disability>Health insurance; Health & Disability>Public financing - Health & Disability
  • 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
  • Risk Management and Crisis Management: from Integration to Resiliency
    Risk Management and Crisis Management: from Integration to Resiliency Although crisis management remain ... reality more in common with risk management than usually thought. Both crisis and risk management are anticipatory ...

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    • Date: Dec 2013
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; Leadership; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management>Operational risks; Enterprise Risk Management>Risk categories; Enterprise Risk Management>Risk measurement - ERM
  • Recommendations for a Successful ACA Rate Filing
    Recommendations for a Successful ACA Rate Filing Summary of common mistakes made by actuaries developing ACA ...

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    • Authors: Joseph Slater
    • Date: Nov 2016
    • Competency: Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Health Watch
    • Topics: Actuarial Profession>Best practices; Health & Disability>Health insurance; Public Policy
  • The Sunny Actuary
    The Sunny Actuary Humor in the workplace can improve productivity. This article describes a typical ...

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    • Authors: Anthony Batory
    • Date: Nov 2015
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Critical Influencing Skills for Advancing Professionals (Part 3)
    Critical ... Article from: The Stepping Stone February 2014 – Issue 53 the stepping stone | ... senior vice president and chief operating officer of mL3 Global Life, a joint venture company that provides ...

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    • Authors: Raymond DiDonna
    • Date: Feb 2014
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>General business skills; Leadership>Influence; Leadership>Mentoring; Strategic Insight and Integration>Influence decisions
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills; Actuarial Profession>Professional development
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