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

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  • DTC: Direct-to-Consumer, Definitions to Conclusions
    Conclusions Align carrier, agent, and consumer definition(s) of DTC to establish a collective understanding for ... the agreed-upon baseline and understanding of DTC’s importance to establish and agree upon reasonable ...

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    • 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
  • What Would You Do? Responses to “A Difficult Discussion”
    What Would You Do? Responses to “A Difficult Discussion” A compilation of reader responses ... situation in which one actuary went over his boss's head. Interpersonal skills;Management skills 6442477826 ...

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    • Authors: John West Hadley
    • Date: Jul 2017
    • Competency: Communication; Leadership; Relationship Management
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills
  • What Would You Do? Responses to “Hire The the Best”
    What Would You Do? Responses to “Hire The the Best” A real life situation is posed involving ... their responses to "What Would You Do?" This issue’s case study involved choosing between two actuarial ...

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    • Authors: John West Hadley
    • Date: Jul 2019
    • Competency: Leadership; Relationship Management
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession
  • What Would You Do? Bad Grooming
    What Would You Do? Bad Grooming A compilation of reader responses is presented to a real life ... leadership, or other business decision. This issue’s case study involved management hiring someone to make ...

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    • Authors: John West Hadley
    • Date: Jul 2019
    • Competency: Communication; Leadership; Professional Values; Relationship Management
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession; Actuarial Profession>Best practices; Actuarial Profession>Ethics; Actuarial Profession>Management skills
  • What Would You Do? Responses to “Too Close For for Comfort”
    What Would You Do? Responses to “Too Close For for Comfort” A compilation of reader responses ... leadership, or other business decision. This issue’s case study involved a difficult hiring decision faced ...

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    • Authors: John West Hadley
    • Date: Dec 2020
    • Competency: Leadership; Professional Values; Relationship Management
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills; Actuarial Profession>Professional development; Actuarial Profession>Traditional careers
  • Using Persuasion in Technical Writing to Win the Bid
    Using Persuasion in Technical Writing to Win the Bid When responding to RFPs, it's not just ... Writing to Win the Bid When responding to RFPs, it's not just about the technical specs or hard facts.

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    • Date: Oct 2020
    • Competency: Communication; Leadership; Relationship Management; Strategic Insight and Integration
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession
  • The Zen Actuary Installment 20: The Praise and Blame Game
    Lauria The Stepping Stone, September 2022 Author’s note: This is the continuation of a series[1] adapted ... enormous influence over the fortunes of many people’s assets. These two conditions open actuaries to significant ...

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    • Authors: Richard J Lauria
    • Date: Aug 2022
    • Competency: Communication; Professional Values; Relationship Management
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills; Actuarial Profession>Mentoring
  • The Zen Actuary Installment 16: The Challenge of Transitions, Part 2
    The Zen Actuary Installment 16: The Challenge of Transitions, Part 2 The latest installment ... actuaries. This installment chronicles the author's career transition from corporate actuary to academia ...

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    • Authors: Richard J Lauria
    • Date: Apr 2020
    • Competency: Relationship Management
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession; Actuarial Profession>Alternative careers; Actuarial Profession>Management skills
  • What Would You Do? Responses to “Parting Company”
    What Would You Do? Responses to “Parting Company” A compilation of reader responses is presented ... leadership, or other business decision. This issue’s case study involved what to do when an actuary turned ...

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    • Authors: John West Hadley
    • Date: Apr 2020
    • Competency: Leadership; Relationship Management
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession; Actuarial Profession>Management skills; Actuarial Profession>Mentoring
  • The Competency Framework: Design Your Future
    Competency Framework: Design Your Future Editor’s note: This is the first article in a series of three ... to design your future. Though it has been the SOA’s instrument for prioritizing continuing education and ...

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    • Authors: Richard Junker, Curtis Lee Robbins
    • Date: Feb 2020
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: International News
    • Topics: Actuarial Profession