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  • Industry Will Experience Zippy Growth Through Zip Processing
    the mid-market, including: • Various types of direct response: mail, media, Internet, outbound calls ... a) Agent compensation (or marketing costs for direct response), b) Underwriting, and c) Processing ...

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    • Authors: Maria Thomson
    • Date: Nov 2009
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • How an Insurance Company Can Better Measure and Understand Its “Own Risks”
    How an Insurance Company Can Better Measure and Understand Its “Own Risks” When using ... measured by actual-to-modeled risk expectation and direct recognition of extraordinary risks pools. Industry-wide ...

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    • Authors: Russell Sears
    • Date: May 2012
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Enterprise Risk Management>Risk measurement - ERM
  • A Smart Way to Develop Retirement Income Strategies
    usually by delaying the start of benefits for the primary wage-earner. The optimal strategy for a married ... strategy delays Social Security until age 70 for the primary wage-earner and uses the IRS required minimum ...

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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
  • Insurance Companies in 2020
    recent health care discussions—is a hospice more appropriate than continuing medical care? Death may ... hospices, individuals taking charge of their medical care and, regrettably, the high cost of a final illness ...

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    • Authors: Application Administrator
    • Date: Nov 2009
    • Competency: Strategic Insight and Integration>Strategy development
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Keeping the Promise
    of a well-established provision of a long-term care policy could wreak havoc on that line of business ... potential legal risks inherent in a long-term care policy where any or all of the activities of daily ...

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    • Authors: Application Administrator
    • Date: Nov 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Life Insurance; Social Insurance
  • Risk Management and the Board of Directors: Suggestions for Reform
    Risk Management and the Board of Directors: Suggestions for Reform Suggestions on reforms to avert ... function (e.g., CRO, or otherwise) should have a direct line of reporting to key board committees and ...

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    • Authors: Richard Leblanc
    • Date: Jan 2011
    • Competency: Strategic Insight and Integration>Management partnership
    • Topics: Enterprise Risk Management>Governance; Public Policy
  • Enterprise Risk, Enterprise Risk Reward
    organization’s survival but it cannot be the sole, or primary, driver. The ultimate saying of “no” to major ... Boards are there. In the ERM realm, one of the primary actuarial functions is to construct models. That’s ...

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    • Authors: Dennis Barry
    • Date: Jun 2013
    • Competency: Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks
  • Perfect Sunrise: A Warning Before the Perfect Storm
    Allowed to Fail. A firm’s size should not be the primary driver for intervention. A firm that en- gages ... Ideally, regulatory stress tests should focus on the primary systemic risk driver, concentration. When “all ...

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    • Authors: Max Rudolph
    • Date: Jan 2011
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Public Policy
  • The Financial Crises: A Ripple Effect of Incentivised Disorder
    The Financial Crises: A Ripple Effect of Incentivised Disorder The world of the local S&Ls, ... There is an insurance precedent for this—a primary insurer can trans- fer risk to a reinsurer, but ...

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    • Authors: Paul Conlin
    • Date: Dec 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management
  • Financial Wellness Essay Collection - Introduction
    Financial Wellness Essay Collection - Introduction This collection of essays provides a ... factors impacting financial success. It includes primary emphasis on debt management and reaching a multiple ...

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    • Authors: Steven Siegel
    • Date: Apr 2017
    • Competency: External Forces & Industry Knowledge