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  • The Actuary December 2013/January 2014
    implemented a continuing education component in the U.S. Qualification Standards. This applies to all ... FSA, MAAA, is vice president, Insurance and Annuity Valuation, at Ameriprise Financial. He can be ...

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    • Authors: Society of Actuaries
    • Date: Dec 2013
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Leadership>Mentoring; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Ethics; Actuarial Profession>Management skills; Actuarial Profession>Qualifications; Actuarial Profession>Professional associations; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Actuarial Profession>Traditional careers
  • The Stepping Stone, November 2017, Issue 67
    Gootzeit, FSA, MAAA Ying Zhao, FSA, MAAA 2017 Life & Annuity Symposium Coordinators Joanne Ryan, FSA, MAAA ... to try to get the hierarchy together around a table to present the ideas. Otherwise it will go up the ...

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    • Authors: Society of Actuaries
    • Date: Nov 2017
    • Competency: Leadership>Mentoring
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development
  • The Stepping Stone, March 2018, Issue 68
    Gootzeit, FSA, MAAA Ying Zhao, FSA, MAAA 2018 Life & Annuity Symposium Coordinators Joanne Ryan, FSA, MAAA ... “Judgment is one of the things that we bring to the table that is unique,” said O’Connor. “When you think ...

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    • Authors: Society of Actuaries
    • Date: Mar 2018
    • Competency: Leadership>Mentoring; Leadership>Thought leadership
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development
  • The Stepping Stone, October 2018, Issue 70
    Gootzeit, FSA, MAAA Ying Zhao, FSA, MAAA 2018 Life & Annuity Symposium Coordinators Joanne Ryan, FSA, MAAA ... look for a table where there is one seat remaining and I don’t know any- body at the table, and that’s ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: Leadership>Mentoring; Leadership>Thought leadership
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development
  • Actuary of the Future, November 2018, Issue 43
    Coordinators Woolford London, ASA, MAAA 2018 Life & Annuity Symposium Coordinator Tim van Laarhoven, ASA, ... on their minds. SOA MEETINGS At the Life and Annuity Symposium in May in Baltimore, AOF discussed the ...

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    • Authors: Society of Actuaries
    • Date: Nov 2018
    • Competency: Leadership>Mentoring
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession>Professional development
  • CPD Connections
    are offered for selected sessions at the Life & Annuity Symposium, Health Meeting, Valuation Actuary ... research papers, actuarial CPD TerMinoloGy refresher U.s. Qualification standard (section 2: General Qualification ...

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    • Authors: Jennifer McGinnis
    • Date: Oct 2013
    • Competency: Leadership>Mentoring
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development
  • 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
  • Strategic Planning Issues - Part Three of Three
    the code of ethics of the Million Dollar Round Table: • Always place the best interests of my clients ... insurance industry and the Million Dollar Round Table. • Determine that any replacement of a life insurance ...

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    • Authors: Tom Kelly
    • Date: Feb 1999
    • Competency: Leadership; Leadership>Mentoring; Relationship Management>Relationships and trust; Results-Oriented Solutions
    • Publication Name: International News
    • Topics: Actuarial Profession>Ethics; Actuarial Profession>Professional development; Global Perspectives
  • Take Charge of Your Success — Embrace Personal Development
    following questions may assist you in your selection(s): Is he/she where I want to be in their quality of ... On—Addressing Poor Association Allow your mentor(s) to provide insight that you cannot provide for yourself ...

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    • Authors: Lisa Bull
    • Date: Jul 2004
    • Competency: Leadership>Mentoring; Relationship Management
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Professional development
  • Actuary of the Future, May 2020
    we have seen the U.S. government spend trillions of dollars to try to keep the U.S. economy afloat. ... instance, a term life policy is more exposed to mortality risk than equity market risk, since the product ...

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    • Authors: Society of Actuaries
    • Date: May 2020
    • Competency: Leadership; Leadership>Mentoring
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession>Professional development
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