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  • Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions
    trans- action is applied to the policy. Avoiding direct references to detailed product specifics (like ... early distributions, 1035 exchanges, or Long Term Care rider charges, for example. Form 1099-R and the ...

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    • Authors: Scott Koehler
    • Date: Oct 2017
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Best practices; Public Policy; Technology & Applications>Software
  • Letter from the Editor
    co- authored an article on the role of palliative care for patients with serious illness. It is an area ... of us who have ever had a loved one use hospice care, this article will have a special interest. It ...

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    • Authors: Marilyn Medved McGaffin
    • Date: Nov 2016
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view
    • Publication Name: Health Watch
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Standards of practice
  • Actuary of the Future Newsletter Issue 38, November 2015
    NYC- based MassMutual startup fo- cused on online, direct-to-con- sumer insurance products for the millennial ... other electronic assistants, why should an actuary care about a book on memory? That’s a valid ques- tion ...

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    • Authors: Society of Actuaries
    • Date: Nov 2015
    • Competency: Communication>Written communication; Leadership>Mentoring; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Best practices; Actuarial Profession>Management skills
  • The Financial Reporter
    secondary guarantee (ULSG) products. This is a direct result of New York’s rejection of the Actuarial ... mates of fulfillment cash flows for an underlying direct insurance contract that are recognized immediately ...

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    • Authors: Society of Actuaries, Frank Grossman, William Sayre, Francis de Regnaucourt, Karen Rudolph, Henry Siegel, R Thomas Herget, R Inglis
    • Date: Sep 2014
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Financial management; Finance & Investments>Capital management - Finance & Investments; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting; Pensions & Retirement
  • Indexation
    views differing from .those of the author. The primary purpose of the book is to set forth how and where ... current retirees. As the author states, the primary pur- pose of the text is to set forth the cur- ...

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    • Authors: Preston C Bassett
    • Date: Nov 1978
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Pensions & Retirement>Assumptions and methods
  • Ingenix Comments on A Comparative Analysis of Claims-Based Tools for Health Risk Assessment
    Ingenix Comments on A Comparative Analysis of Claims-Based Tools for Health Risk Assessment ... for investigation is the use of these models in care management, including an assessment of model accuracy ...

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    • Authors: Society of Actuaries
    • Date: Apr 2007
    • Competency: Communication>Written communication; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Actuarial Profession>Best practices
  • Book Review: Social Security - Today And Tomorrow by Robert M. Ball
    Book Review: Social Security - Today And Tomorrow by Robert M. Ball A review of a book by a ... very oldest people develop additional needs for care. As to the maximum taxable and cred- itable earnings ...

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    • Authors: Robert J Myers
    • Date: Oct 1978
    • Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Public Policy; Social Insurance>Social Security
  • The Sunny Actuary
    The Sunny Actuary Humor in the workplace can improve productivity. This article describes a typical ... 8. Tony Batory, FSA, M.A., MAAA, is a health care actuary for UnitedHealth Group focused on small ...

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    • Authors: Anthony Batory
    • Date: Nov 2015
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Health Actuaries and the Short-term Prediction Problem
    inherent complexity of predicting future health care costs in a relatively short time frame—particularly ... predictions far into the future—estimates of health care spending in 20 years or the expected deficit in ...

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    • Date: May 2012
    • Competency: Communication>Oral communication; Communication>Written communication; External Forces & Industry Knowledge>General business skills; Leadership>Influence; Professional Values>Practice expertise; Relationship Management>Relationships and trust; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership
    • Publication Name: Health Watch
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Standards of practice; Modeling & Statistical Methods>Forecasting; Modeling & Statistical Methods>Sensitivity testing
  • A Critique Of The Manhart Brief
    A Critique Of The Manhart Brief A critique of the SOA's co-sponsoring of the Manhart Brief ... impair the ability of the Society to achieve the primary purposes set forth in its Constitution. “(4) ...

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    • Authors: Arthur W Anderson
    • Date: May 1978
    • Competency: Communication>Written communication; Leadership>Professional network leverage; Professional Values>Ethical standards
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension legislation and regulation; Public Policy
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