Announcement: SOA releases March 2024 Exam P passing candidate numbers.

1 - 10 of 10 results (0.53 seconds)
Sort By:
  • Visions for the Future of the U.S. Health Care System - Health Reform, American Style
    pool if the principles of social solidarity and individual equity are to be in balance. Details of how ... only requires underwriting by both group and individual insurers, but also the resulting inherent discontinuities ...

    View Description

    • Authors: Hobson Carroll
    • Date: Jun 2009
    • Competency: Communication>Persuasive communication; Communication>Written communication; Leadership>Influence; Leadership>Thought leadership
    • Topics: Health & Disability>Health care; Long-term Care>Medical expenses; Public Policy; Reinsurance; Reinsurance>Coinsurance; Reinsurance>Pricing - Reinsurance; Social Insurance>Medicaid; Social Insurance>Medicare
  • Working Longer to Improve Security: Workplace Issues
    years, assets have a longer time to grow and the individual has a longer period to be covered by applicable ... benefit. Most require supervisor approval for the individual to participate, as does the federal phased retirement ...

    View Description

    • Authors: Anna M Rappaport, Tim Driver
    • Date: May 2018
    • Competency: Leadership>Change management; Leadership>Thought leadership
    • Topics: Pensions & Retirement>Plan design
  • Arbitrage-Free Perspective on Economic Capital Calibration
    That assumption further leads to risk-neutral valuation tech- niques. Because there can be only one price ... value of its products using the risk-neutral valuation tech- niques, particularly if those products include ...

    View Description

    • Authors: David Wang
    • Date: May 2012
    • Competency: Leadership>Thought leadership; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Enterprise Risk Management>Capital management - ERM; Finance & Investments>Economic capital; Finance & Investments>Economic value; Finance & Investments>Value at risk - Finance & Investments
  • Don't Forget the Role of Families in Lifetime Security
    are age 50+ and analysis covers 1998 to 2010. Table 1 shows the percentage of households making transfers ... Role of Families in Lifetime Financial Security Table 1 Intrafamily Cash Transfers by Older American ...

    View Description

    • Authors: Anna M Rappaport
    • Date: Apr 2017
    • Competency: Leadership>Thought leadership
    • Topics: Demography>Gender factors; Demography>Longevity; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Changing the Retirement Advice Conversation
    achieving professional grade objectivity for individual retirement accounts may require more than regulators ... how mortality pooling works. Many who advise individual investors see themselves as following fiduciary ...

    View Description

    • Authors: Mark Travis Chamberlain, Rita Cheng, Marty Durbin, Adam Sokolic
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Practical Issues in Financial and Life Management
    they are used, are in place. It is assumed the individual has an attorney, and worked with an attorney ... Some possible triggers for transfer include an individual being unable to maintain and balance their checkbook ...

    View Description

    • Authors: Anna M Rappaport, Sally Hass
    • Date: Apr 2017
    • Competency: Leadership>Thought leadership
    • Topics: Demography>Longevity; Pensions & Retirement>Retirement risks
  • Focusing on Own Risk of the ORSA Process
    Focusing on Own Risk of the ORSA Process The focus of the essay is how to use regulatory ... concentra- tion issue at many companies, where one individual uses dictatorial power to push through an agenda ...

    View Description

    • Authors: Max Rudolph
    • Date: May 2012
    • Competency: Leadership>Thought leadership
    • Topics: Enterprise Risk Management>Governance
  • Consistently Framing the Design and Analysis of Health Care Proposals
    Consistently Framing the Design and Analysis of Health Care Proposals Essay recommending ... (consider values, morals and ethics) – Level of individual choice Consistently Framing The Design And Analysis ...

    View Description

    • Authors: Mark E Litow, Robert Shapiro
    • Date: Jun 2009
    • Competency: Leadership>Influence; Leadership>Thought leadership; Professional Values>Public interest representation
    • Topics: Actuarial Profession>Ethics; Health & Disability>Health care; Social Insurance; Social Insurance>Medicaid; Social Insurance>Medicare; Social Insurance>Social Security
  • The Future of Retirement Planning is Already Here — It's Jus
    The Future of Retirement Planning is Already Here — It's Jus Many of the innovations ... S. Treasury Department. It was a Roth IRA—an individual retirement account in which earnings and withdrawals ...

    View Description

    • Authors: Steve Chen
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Economics>Health economics
  • Understand ORSA Before Implementing It
    Understand ORSA Before Implementing It The National Association of Insurance Commissioners (NAIC) ... and (3) describe how the company aggregates individual risk assessments to determine the level of finan- ...

    View Description

    • Authors: Owen J Stein
    • Date: May 2012
    • Competency: Communication>Written communication; External Forces & Industry Knowledge; Leadership>Change management; Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Compliance; Enterprise Risk Management>Governance; Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks