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We Can Build Better Retirement Products
We Can Build Better Retirement Products I propose a Social Security deferral product and two ... products distributed. Payout annuities;Long-term care insurance;Marketing and distribution;Social Security ...- Authors: Joseph A Tomlinson
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations
- Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance; Social Insurance>Social Security
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Investment Fallacies e-book
will argue that models have ceased to be the primary differentiators when discounting contingent events ... risk. Volatility is thought by many to be the primary risk metric. Easy to calculate and comparable ...- Authors: Max Rudolph, Society of Actuaries
- Date: Sep 2014
- 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
- Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Investment policy; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Finance & Investments>Value at risk - Finance & Investments
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Caregiving and What We Have Learned So Far
Caregiving and What We Have Learned So Far The article offers a more nuanced approach to caregiving ... Finance & Investments, Health & Disability, Long-Term Care, Pension & Retirement, Public Policy 6/12/2019 ...- Authors: John Cutler
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Demography; Finance & Investments; Health & Disability; Long-term Care>Long-term care insurance
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Family Structure, Roles and Dynamics Linked to Retirement Security
Retirement Security people other than family took care of someone over a long period, unpaid, but they ... One of the issues seen is that physicians who care for elder orphans in their offices, a hospital ...- Date: Jun 2019
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Time to Ditch the Three-Legged Stool Analogy for Retirement
Including Out-Of-Pocket Medical and Long-Term Care Expenses,” Journal of Pension Planning & Compliance ... time horizons. However, since out-of-pocket health care costs for Medicare, other than fixed monthly premiums ...- Authors: Barry Kozak
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Retirement risks
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The Future of Retirement Planning is Already Here — It's Jus
• Pensions (defined benefit plans) were the primary retirement vehicle for several decades, but private ... longevity, inflation, market volatility, health care, sequence of returns risk and tax optimization7 ...- Authors: Steve Chen
- Date: May 2018
- Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Economics>Health economics
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Potential for Mortality Improvement From Cognitive and Psychological Factors
............................................ 4 Care Cost Impediment to Living Longer .............. ... lifestyles of individuals, enhancements of the health care environment and the practical clinical benefits ...- Authors: Gordon Woo
- Date: Apr 2020
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Demography
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Mom Has Me; I Won't Have a Me: The Impact of Caregiving on the Retirement Security of Immigrant Family Caregivers
parent, spouse, partner and/or friend. In order to care for Mom, I have had to make tough decisions that ... financial impact on our lives as a result of providing care for a loved one. Additionally, as a consequence ...- Date: Aug 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Are CCRCs and Senior Housing Communities a Good Choice?
substantial content related to long-term care facilities, Continuing Care Retirement Communities (CCRC’s) ... experience dealing with my mother’s long-term care needs, and conversations with many colleagues, led ...- Authors: Anna M Rappaport
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Long-term Care
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Risk Management for the Individual: The Key to Life Insurer Success in 2020 and Beyond
education and health care, both during the working years and in retirement. The three primary risks in attempting ... issues requiring assisted living and long-term care and conditions currently covered by comprehensive ...- Authors: Ken Beckman
- Date: Nov 2009
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Enterprise Risk Management>Strategic risks; Life Insurance