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  • ReFocus 2018 – A “Predictable Surprise”
    MAY 2018 INTERNATIONAL NEWS | 9 Lifetime Annuity Income is the Key to Life By Ronald Klein Editor’s ... he (I) would have suggested a lifetime, payout annuity. While my grandmother would not have been able ...

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    • Authors: Ronald Klein
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Results-Oriented Solutions>Actionable recommendations; 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; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: International News
    • Topics: Actuarial Profession>Professional development; Experience Studies & Data>Mortality
  • The Insurance Capital Standard (ICS) Moves Forward
    addressing shocks to (for life companies): - Mortality - Morbidity - Longevity - Lapse - Expense ... non-life companies and six geographic regions (Europe, U.S./Canada, emerging markets) for diver- sification ...

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    • Authors: R Thomas Herget
    • Date: Mar 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Effective decision-making; 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; Finance & Investments>Capital management - Finance & Investments
  • Risk Metrics for Decision Making and ORSA Essay e-Book
    RISK METRICS FOR DECISION MAKING AND ORSA P R e s e n t e D B Y t H e Joint Risk Management Section ... models, such as the rating agency mod- els, the U.S. risk-based capital (RBC) or the Solvency II standard ...

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    • Authors: Society of Actuaries
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Risk appetite
  • A Smart Way to Develop Retirement Income Strategies
    retirement paycheck • A guaranteed lifetime annuity from an insurance company (think of this as akin ... outcomes. For the cost of annuities, we used actual annuity purchase rates prevalent at the beginning of 2017 ...

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    • 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
  • Assessing Prescription Opioid Risk with Predictive Analytics
    National Vital Statistics System. Mortality. CDC Wonder, Atlanta: U.S. Department of Health and Human ... Tamara M. Haegerich, and Roger Chou. Morbidity and Mortality Weekly Report: CDC Guideline for Prescribing ...

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    • Authors: Joseph Boschert, Andrew Gaffner, Barbara Collier
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Practice expertise; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; 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: Health Watch
    • Topics: Demography>Population data; Experience Studies & Data; Health & Disability>Health information technology; Modeling & Statistical Methods>Data mining; Predictive Analytics; Technology & Applications>Analytics and informatics; Health & Disability>Electronic medical record
  • Using Sound Actuarial Principles to Enhance Financial Well-Being
    investment return), rates of future inflation and mortality (or expected period of retirement). On my website ... discount rates used to develop current immediate annuity purchase rates, based on the presumption that ...

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    • Authors: Kenneth Steiner
    • Date: Apr 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Effective decision-making; 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>Process and technique refinement
    • Topics: Economics>Financial economics
  • How to Turn Suspects Into Prospects
    sales and accelerate the growth of your business. Let’s start with the end. You actually have prospects when: ... You are talking to decision-makers; Your company’s products/services are potential solutions to the clients’ ...
    • 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
  • A Smart Way to Develop Retirement Income Strategies
    nancialwellbeing-report-final-january.pdf. 4 U.S. Bureau of Labor Statistics, “Automatic Enrollment ... or 401(k) plan without having to purchase an annuity. Many administrators can calculate the RMD and ...

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    • 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
  • Defining Best-In-Market Health Opportunities
    Marketing Moderator: DALE H. YAMAMOTO Panelists: MINDY S. KAIREYt Recorder: DALE H. YAMAMOTO Summary: Health ... it all in the past, so, bear with us. Ms. Mindy S. Kairey: We're going to spend a little bit more than ...

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    • Authors: Dale Yamamoto, Mindy S Kairey
    • Date: Jun 1998
    • Competency: 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; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Economics>Health economics; Health & Disability>Health care; Health & Disability>Health care quality; Health & Disability>Health insurance
  • A Smart Way to Develop Retirement Income Strategies
    any IRA or 401(k) plan without purchasing an annuity, something many retirees are reluctant to do and ... premium immediate annuity, guaranteed lifetime withdrawal benefit or fixed index annuity. Another possibility ...

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    • 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