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2017 Candidate Questionnaire - Terry M. Long , FSA, 1981, MAAA


Terry Michael Long

Terry M. Long, FSA, 1981, MAAA

Senior Vice President & Consulting Actuary
Lewis & Ellis, Inc.; Overland Park KS







Brief Description of the type of work you currently do:

I have been in the profession for more than forty years. My first ten years were at a life insurance company, working in reinsurance and individual product development. My specialty is life insurance and annuities. My experience with small to mid-size life insurance companies includes product development and pricing, asset adequacy analysis, financial reporting, valuation, modeling and appraisals for mergers and acquisitions. I have also assisted various audit firms and state insurance departments and have provided expert testimony.

Primary Area of Practice:

Life

Other Areas of Practice/Interests:

Financial Reporting, Product Development, Regulatory

Why do you want to be on the Board?

I have been actively involved with the SOA as a volunteer since 2003. During that time, I have been involved with sections, each of the major SOA meetings and the Professional Development Committee. Through those experiences, I have learned much more about how the SOA operates and provides values to SOA members. Some of that value has been provided by the meetings and Committees that I have been involved with. By being on the Board, I believe I can contribute more to the direction of the SOA and the value provided by the SOA to members and the profession.

Ethics and Transparency

Ethics and transparency are essential to professional practice and service on the board. How have you demonstrated ethics and transparency in the past? How will your own ethics and views on transparency influence your decisions and actions as a member of the SOA board?


Team Player

Collaborative working relationships are essential to the governance function of the SOA Board of Directors, especially as board members work with each other, volunteers, and staff to achieve the strategic goals and mission of SOA. Describe a situation from either your professional or volunteer experiences that demonstrated you are a team player.


Intellectual Engagement

Board members need to exhibit curiosity and a desire to learn about areas that may potentially impact the SOA and the profession. How do you stay informed about what is going on nationally and internationally, and how do you apply that knowledge into your work with SOA and the profession.


Stewardship

Board members need to exhibit curiosity and a desire to learn about areas that may potentially impact the SOA and the profession. How do you stay informed about what is going on nationally and internationally, and how do you apply that knowledge into your work with SOA and the profession.



Professional Background

Provide a brief description of your professional background and the type of work you currently do and explain how these experiences have prepared you for the Elected Board Member role.


Volunteer and Governance Experience

Describe how your previous volunteer, personal and governance experiences would strengthen your contributions to the SOA Board and organization.