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Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • Retirement Needs Framework, Chapter 4: Wake Up, Sleeping Beauty...and You, Too, Prince Charming - Issues for Baby Boom Retirement
    Retirement Needs Framework, Chapter 4: Wake Up, Sleeping Beauty...and You, Too, Prince Charming - Issues for Baby Boom Retirement This paper examines the social structures that are determining ...

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    • Authors: Kelly O'Brien, Nancy Dailey
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Demography>Gender factors; Economics>Behavioral economics; Pensions & Retirement>Retirement risks
  • Signals, Retirement Options, Phased Retirement and Retirement Decisions
    Signals, Retirement Options, Phased Retirement and Retirement Decisions The abstract for a paper that focuses on when and how we retire. Longevity;Retirement 20/20;Retirement planning; 8643 11/1 ...

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    • Authors: Anna M Rappaport
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
  • Utility Theory
    Utility Theory This is a discussion about utility theory. From Transactions of Society of Actuaries 1969, Vol. 21 Pt. 2, No. 59 Asset management;Enterprise risk management=ERM;Life reinsurance; ...

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    • Authors: John S Hammond, Robert B Miller, Forrest Allen Spooner, Edward A. Lew, Paul Markham Kahn
    • Date: Apr 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Economics>Behavioral economics
  • Literature Search Results for the report Complexity Science
    Literature Search Results for the report Complexity Science This document presents the detailed results of a literature search performed during December 2009 - February 2010 to find resources for ...

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    • Authors: Alan Mills
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Topics: Economics>Behavioral economics
  • Implications of the Perceptions of Post Retirement Risk for the Life Insurance Industry: Inside Track Marketing Opportunity, But Requiring Focused Retooling
    Implications of the Perceptions of Post Retirement Risk for the Life Insurance Industry: Inside Track Marketing Opportunity, But Requiring Focused Retooling This is a research project discussing ...

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    • Authors: Steve Cooperstein
    • Date: Mar 2011
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Annuities; Annuities>Marketing and distribution - Annuities; Economics>Behavioral economics; Life Insurance>Marketing and distribution - Life Insurance; Long-term Care
  • Diverse Risks 2016 Call for Essays
    Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • Personal Risk Manager: Driver of Resilience
    Personal Risk Manager: Driver of Resilience To be financially "well" is unique to an individual. Following a hierarchy of needs is key, along with saving more than the talking heads ...

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    • Authors: Max Rudolph
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • No Mean City
    No Mean City Article from The Actuary, May 1971 – volume 5 - Issue 5 is a book review of Jay W. Forrester's Urban Dynamics which presents a mathematical model of a city and uses it to study ...

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    • Authors: Gordon D Shellard
    • Date: May 1971
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Economics>Behavioral economics; Modeling & Statistical Methods
  • Behavioral Economics: Overview and Healthcare Applications
    Behavioral Economics: Overview and Healthcare Applications This article provides an overview of behavioral economic theory as it relates to health and welfare insurance plans and provides ...

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    • Authors: Randy P Herman, Tony Pistilli, Brian Plaskow, Jeffrey Chanin
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Health Watch
    • Topics: Economics; Economics>Behavioral economics; Economics>Health economics; Health & Disability; Health & Disability>Health care
  • Talk to Me: How Personalized Persuasion Could Enhance Protection Offerings and Reduce Underinsurance
    Talk to Me: How Personalized Persuasion Could Enhance Protection Offerings and Reduce Underinsurance Understanding the true drivers of human behavior is essential if we are to capitalize on ...

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    • Authors: Matt Battersby
    • Date: Jul 2018
    • Competency: Communication>Persuasive communication; Leadership>Influence; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
    • Publication Name: Reinsurance News
    • Topics: Economics>Behavioral economics