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  • Issue Notes from the Editor
    Issue Notes from the Editor These 'Notes from the Editor' offer a run-down of topics covered in the August 2011 issue of The Independent Consultant, the newsletter of the ...

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    • Authors: William Ely
    • Date: Aug 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession
  • Estate Planning: Minimize Your Estate and Taxes Via a GRAT
    Estate Planning: Minimize Your Estate and Taxes Via a GRAT In this article, the author discusses an estate planning strategy that is extremely effective in an environment of low interest rates ...

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    • Authors: Robert M Russell
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession
  • Smaller Consulting Firm Section, June 2004, Issue No. 5
    Smaller Consulting Firm Section, June 2004, Issue No. 5 Full version of Smaller Consulting Firm Section, June 2004, Issue No. 5. 26280 6/1/2004 12:00:00 AM ...

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    • Authors: Ian G Duncan, George McCauslan, David Miller, Ken Lizotte, David S Rintoul
    • Date: Jun 2004
    • Publication Name: The Independent Consultant
  • Helpful Resources for Small Office / Home Office Firms
    Helpful Resources for Small Office / Home Office Firms This article gives a listing of outside vendors and resources for supporting a small office. Resources include IT support, organizations, ...

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    • Authors: William R Ely
    • Date: Jan 2009
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • Academic Actuaries
    Academic Actuaries An interview featuring Jeff Zheng, an actuary-in-residence and assistant professor of practice at the University of Notre Dame in the Applied and Computational Mathematics and ...
    • Authors: Jeffrey Zheng
    • Date: Feb 2016
    • Competency: Leadership>Mentoring; Leadership>Thought leadership
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Management skills
  • From the Editors
    From the Editors “Entrepreneurship and Innovation are the themes of our section. Can we map them?” The articles in this issue answer that question and more. By Stephen James and Carlos Fuentes ...
    • Authors: Carlos Sanchez-Fuentes, Stephen James
    • Date: Aug 2016
    • Competency: Leadership>Professional network leverage
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • Energize Your Clients and Audiences
    Energize Your Clients and Audiences When presenting their work, some people are able to energize and elicit an enthusiastic acceptance, while others tend to "deflate" the room. The authors ...
    • Authors: Elena Petricone
    • Date: Aug 2016
    • Competency: Communication>Oral communication; Communication>Persuasive communication
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Creating Focus with a One-Page Strategic Plan
    Creating Focus with a One-Page Strategic Plan Fast growth companies are all about focus. They have to be. It’s the difference between driving 120 miles per hour and 60 miles per hour. By Jay W.
    • Authors: Jay W Vogt
    • Date: Sep 2015
    • Publication Name: The Independent Consultant
  • From The EAS Chairperson: How EAS Is Defining Service And Change
    From The EAS Chairperson: How EAS Is Defining Service And Change Continuing to emphasize the themes of “service” and “change,” … take a brief look at how the Entrepreneurial Actuaries Section ...
    • Authors: Nickolas Ortner
    • Date: May 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • The Personal Actuary: A New Star in the Universe of Financial Advisors
    The Personal Actuary: A New Star in the Universe of Financial Advisors This article discusses the services a personal actuary can provide. Financial planning;Retirement planning; <!-- ...

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    • Authors: Paul Richmond
    • Date: Jan 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
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