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  • Buying and Selling Insurance Companies Internationally
    Meeting. Discusses basic considerations and the process of an international acquisition or merger. Asset ... valuation;Assumptions;Currency risk;Discount rates=Interest rates;Market value of entities;Mergers & a ...

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    • Authors: William R Horbatt, Shu-Yen Liu, Thomas Jaros, Jim Toole, Application Administrator
    • Date: May 2002
    • Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Global Perspectives>Multinational companies
  • Life in the Americas
    Life in the Americas From a session at the Spring regional meeting of the Society of Actuaries held ... management=ALM;Commissions;Credit insurance;Currency risk;Demographics;Government-funded healthcare;Group ...

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    • Authors: Steven Putterman, Jim Toole, Lisa S Kuklinski, Jean H Seidle
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Professional development; Public Policy
  • Dropping Like A Rock - Dealing with Falling Interest Rates and Equity Markets Outside the United States and Canada
    Falling Interest Rates and Equity Markets Outside the United States and Canada Presented at May 2002 Spring ... sold outside the United States and Canada, the inherent interest/equity-based risks and the tools available ...

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    • Authors: Shu-Yen Liu, Thomas Jaros, Jim Toole, Daniel DeKeizer
    • Date: May 2002
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Global Perspectives; Life Insurance
  • Building a Winning Culture
    from Session 54 of the SOA May 2004 Anaheim Spring Meeting discusses the importance of building a winning ... high-velocity, changing environment. From the Record of the Society of Actuaries, Vol. 30, No. 1. Mergers ...

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    • Authors: David S Duncan, David Miller, Jim Toole
    • Date: May 2004
    • Competency: Leadership>Change management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills
  • Merger and Acquisition Issues Specific to Group Life and Health Products
    provide a big picture overview of the M&A process and the roles of the actuary, investment banker, outside ... discussion on actuarial appraisals, ASOP 19 and due diligence. From Record of Society of Actuaries, ...

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    • Authors: Thomas Corcoran, Jim Toole, Rajeev Dutt
    • Date: May 2004
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Finance & Investments
  • Technology and the Small-Company Actuary
    Technology and the Small-Company Actuary Presented at June 1996 Spring Meeting. This session presents ... presents case studies on the use of technology to solve some of the problems commonly encountered by ...

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    • Authors: William White, Cary Goggin, Jim Toole
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Management partnership
    • Publication Name: Record of the Society of Actuaries
    • Topics: Technology & Applications
  • Insurance Mergers & Acquisitions Specialty Reference Book: Meet the Authors
    Book: Meet the Authors At this session of the SOA 2004 Annual Meeting, the authors of a text on mergers ... each discuss their contribution to the book, which covers all aspects of an acquisition. Book value;Generally ...

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    • Authors: Thomas Corcoran, R Thomas Herget, Kenneth LaSorella, Dale Yamamoto, Michael Gabon, Alan M Hines, Laird D Zacheis, Jim Toole, Hugh McCormick, Owen Ryan, Erika Schmidt, John Butler
    • Date: Oct 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments
  • Opportunities for the International Actuary
    for the International Actuary From a Panel discussion session at the Spring regional meeting of the ... the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Panelists describe their experiences ...

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    • Authors: Réjean S Besner, Linda B Emory, Michael Gabon, Jim Toole
    • Date: May 1999
    • Competency: Relationship Management; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development; Global Perspectives>Expatriate experience
  • Affordability: The Regulatory Response Seminar Part 3
    Affordability: The Regulatory Response Seminar Part 3 From a session at the Health/Pension Spring Meeting ... discuss how the regulatory environment is being reactive and proactive to improve affordability in the market ...

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    • Authors: J D Have, Stuart Rachlin, Cori Uccello, Jim Toole
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy
  • Re-Engineering Actuarial Systems
    systems. Large actuarial systems have become drains on human, computing and financial resources. And in ... daily actuarial functions have grown beyond the scope of normal cost-containment techniques. Re-engineering ...

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    • Authors: Timothy J Ruark, Jim Toole, Nancy E Boyce
    • Date: Apr 1994
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Technology & Applications