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Diverse Risks and Considerations in Retirement
Diverse Risks and Considerations in Retirement The article presents a retiree's perspective and ...- Authors: Zenaida Samaniego
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge; Relationship Management; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
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2021-soe-ldti-forcasting
Hear about modernized reporting capabilities and technical analysis, which is enabled through ... data. The webcast will focus on a real post-Long Duration Targeted Improvements (LDTI) source of earnings ...- Authors: Alexandre Lemieux
- Date: Sep 2021
- Competency: Communication; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Enterprise Risk Management; Experience Studies & Data; Financial Reporting & Accounting; Life Insurance; Predictive Analytics
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DTC: Direct-to-Consumer, Definitions to Conclusions
consumer definition(s) of DTC to establish a collective understanding for the affected parties. Understand ... tactics and strategies. Use the agreed-upon baseline and understanding of DTC’s importance to establish ...- Authors: Nickolas Ortner
- Date: Sep 2019
- Competency: Communication; External Forces & Industry Knowledge; Relationship Management; Strategic Insight and Integration
- Topics: FinTech & InsurTech; FinTech & InsurTech>Customer acquisition; FinTech & InsurTech>Customer relationship management
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2022-deal-no-deal-prof-nonnegotiable
Investigate the importance of collaboration with accounting, underwriting, sales, marketing and other ...- Authors: Michael Prendes, Nickolas Ortner
- Date: Jul 2023
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Actuarial Profession; Health & Disability; Life Insurance; Public Policy; FinTech & InsurTech
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Multiple Line Operations
Multiple Line Operations This discussion is about the pros and cons for smaller companies to affiliate ...- Authors: Ralph E Edwards, Melvin L Gold, Paul J Overberg, Saul Rosenthal, Robert C Tookey, Frederick S Townsend, James G Bruce
- Date: Jan 1962
- Competency: Relationship Management; Strategic Insight and Integration
- Publication Name: Transactions of the SOA
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Chairperson's Corner
Chairperson's Corner Vision and objectives and projects for the International Section. ... Chairperson's Corner Vision and objectives and projects for the International Section. 2/11/2020 12:00:00 AM ...- Authors: Susan Lynn Mateja
- Date: Feb 2020
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Strategic Insight and Integration
- Publication Name: International News
- Topics: Actuarial Profession; Global Perspectives
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Outgoing Chairperson’s Note
Outgoing Chairperson’s Note Note from the outgoing chairperson. Predictive modeling 6442480120 12/1/2017 ...- Authors: Ricardo Trachtman
- Date: Dec 2017
- Competency: Relationship Management; Strategic Insight and Integration
- Publication Name: Predictive Analytics and Futurism Newsletter
- Topics: Actuarial Profession>Professional development
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Leadership and Development: Where Do We Go Now
Development: Where Do We Go Now This article is about the need for actuaries and technical professionals to ... leadership and other soft skills, and highlights the ways the SOA Leadership & Development section provides ...- Authors: Mitchell Stephenson
- Date: Nov 2019
- Competency: Communication; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: The Stepping Stone
- Topics: Actuarial Profession
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LDTI—A Path to Optimizing Compliance and Transformation
maximum value. This article will examine the four key facets—the data, technology, processes, and people—essential ... successful LDTI exercise. It will also touch on the various approaches for tackling LDTI and how a modernization ...- Authors: Naxine Chang
- Date: Nov 2020
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Financial Reporting & Accounting; Technology & Applications
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Session 2B: Building Portfolios for Retirement
to growth, most exposed to sequencing risk, and the need for smooth returns to avoid poor investor behavior ... how to set investment objectives which consider the members’ real-world needs and how to build portfolios ...- Date: Jul 2019
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Enterprise Risk Management; Pensions & Retirement; Environment