Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Becoming a More Effective Innovator
    2016 I was a member of a panel at the SOA Life & Annuity Symposium in Nashville. My contirbution to this ... where it became an integral part of your company’s operations. The use of Rx data to assess risk in underwriting ...
    • Authors: Jay Jaffe
    • Date: Aug 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development
  • Responding Toward Climate Control and Governance
    Formulate assessment methods to identify the company’s own departments, counterparties, and customers with ... companies to make climate-related disclosures: The U.S. Securities and Exchange Commission (SEC) issued ...

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    • Authors: Jon-Zeu Wu (Jon)
    • Date: Jul 2023
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: International News
    • Topics: Actuarial Profession; Actuarial Profession>Best practices; Enterprise Risk Management; Enterprise Risk Management>Governance
  • To Be Continued - Group Insurance Programs - Special Financing Arrangements
    nnrl Afcgrcsl) by the SOClETY 01: ACTUARIES. 208 S. L&l/c St., Chicago, Illinois, 60604, Iv/illiam A ... acts as a transfer of income from workers to r&&s,: thF$s reducmg cailital, form&n. ’ Because the i&act ...

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    • Authors: Stephen Carter
    • Date: Jan 1978
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Finance & Investments; Financial Reporting & Accounting>Tax accounting; Health & Disability>Health insurance
  • Pension Reform in Eastern Europe and Central Asia—A Multi-Pillar Approach
    Markus Ruck, International Labour Office, Budapest, 2000 – most of the factual data comes from this paper ... Oleksiy Sluchynskyy, The World Bank, Washington, 2000. Pension Reform and the Fiscal Stance , G. A. Mackenzie ...

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    • Authors: Michael Cohen
    • Date: Feb 2003
    • Competency: External Forces & Industry Knowledge; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: International News
    • Topics: Actuarial Profession>Best practices; Annuities; Demography; Economics>Macroeconomics; Finance & Investments; Global Perspectives; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans
  • The Syllabus as an Instructional Aid for Complex Problem-Solving
    (4) a means of evaluation of an instructor’s and institution’s compliance with required coverage of certain ... appetites by presenting the fundamental course problem(s) and indicating that the current unit will help in ...

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    • Authors: Russell Hendel
    • Date: Aug 2023
    • Competency: Communication; Leadership; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Expanding Horizons
    • Topics: Actuarial Profession; Actuarial Profession>Best practices; Actuarial Profession>Competencies
  • Why "Simple" Doesn't Mean "Transparent" Financial Modelling
    based on a tongue-in-cheek blog posted on Corality’s website in April. We will look at an edited version ... based on a tongue-in-cheek blog posted on Corality’s website in April. We will look at an edited version ...
    • Authors: Tim Heng
    • Date: Jul 2013
    • Competency: External Forces & Industry Knowledge>General business skills; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: CompAct
    • Topics: Actuarial Profession>Best practices
  • RBC C3 Phase II: Easier Said Than Done
    RBC C3 Phase II: Easier Said Than Done Results of an industry survey on life insurance ... Instructions, which include new requirements for variable annuity contracts. Adopted by the NAIC on October 14, 2005 ...

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    • Authors: Patricia Matson, Don Wilson
    • Date: Mar 2006
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Stochastic models
  • Running a Meeting: 10 Rookie Mistakes and How to Avoid Them
    you've worked, or the times you've been on a client's site, where a meeting failed to get the job done? ... Participation is essential to harnessing your organization's creative power, so you cannot afford to let a few ...

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    • Authors: Suzanne Bates
    • Date: May 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Best practices
  • Yield Curve Extrapolation
    (sum from j = 1 to Ji), W(ז,u) = e−f∞(ז+u)[αmin{ז,u} − eαmax{ז,u}sinh(αmin{ז,u})], where • ci,j represents ... NELSON-SIEGEL, SVENSSON AND SMITH-WILSON METHODS In Table 1, we compare some of the more often utilized “com- ...

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    • Authors: Ben Leiser, Jack T Kerbeshian
    • Date: Dec 2019
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Risk Management
    • Topics: Actuarial Profession; Actuarial Profession>Best practices; Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance
  • Excel as an IT System
    “There’s poor version control in a spreadsheet—lots of different versions are floating around.” “It’s easy ... “There’s poor version control in software—lots of different versions are floating around.” “It’s easy to ...
    • Authors: Tim Heng
    • Date: Oct 2012
    • Competency: External Forces & Industry Knowledge>General business skills; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: CompAct
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Systematic risk; Technology & Applications>Software