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The Importance of Your Worksite Enrollment Strategies in Understanding Risk
The Importance of Your Worksite Enrollment Strategies in Understanding Risk Understanding the intricacies ... intricacies of enrollment strategies for your voluntary worksite products is often the single most important ...- Authors: DALE ANDREW NICHOLSON
- Date: Sep 2013
- Competency: Communication>Difficult message delivery; Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: News Direct
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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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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A Smart Way to Develop Retirement Income Strategies
A Smart Way to Develop Retirement Income Strategies Three papers use sophisticated actuarial methods ... methods to develop a straightforward retirement income strategy that can be implemented in virtually any IRA ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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A Smart Way to Develop Retirement Income Strategies
A Smart Way to Develop Retirement Income Strategies Three papers use sophisticated actuarial methods ... methods to develop a straightforward retirement income strategy that can be implemented in virtually any IRA ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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A Smart Way to Develop Retirement Income Strategies
A Smart Way to Develop Retirement Income Strategies Three papers use sophisticated actuarial methods ... methods to develop a straightforward retirement income strategy that can be implemented in virtually any IRA ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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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 ...- 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
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Mobile Technology for the Life Insurance Producer: Is It a Fad or the Future? Carrier-produced apps are becoming the industry standard
for the Life Insurance Producer: Is It a Fad or the Future? Carrier-produced apps are becoming the industry ... industry standard Ignoring the mobile technology revolution may place businesses at a disadvantage. Consumer ...
- Authors: Karen Monks
- Date: Sep 2012
- Competency: Communication>Difficult message delivery; Communication>Written communication; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: News Direct
- Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>Software
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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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Enterprise Risk Management and Capital Budgeting under Under Dependent Risks: An Integrated Framework
Enterprise Risk Management and Capital Budgeting under Under Dependent Risks: An Integrated Framework ... Framework Risk management and capital budgeting are two critical components of the corporate decision process ...- Authors: Jing Ai, Tianyang Wang
- Date: Apr 2012
- Competency: Communication>Difficult message delivery; 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: Risk Management
- Topics: Enterprise Risk Management>Capital management - ERM; 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 categories; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Enterprise Risk Management>Systematic risk; Finance & Investments>Asset allocation; Finance & Investments>Banking - Finance & Investments; Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments