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  • Family Considerations in Retirement Planning
    Planning The traditional informal care of/by family has faced increasing geographic and economic challenges ... challenges from changing family households and sources of family income. Financial planning and risk protection ...

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    • Authors: Zenaida Samaniego
    • Date: Jun 2019
    • Competency: Communication; External Forces & Industry Knowledge; Professional Values; Relationship Management
    • Topics: Demography>Longevity; Economics>Behavioral economics; Enterprise Risk Management>Financial management; Experience Studies & Data>Long-term care - Experience Studies & Data; Health & Disability>Payment models; Social Insurance>Medicaid
  • Don't Forget the Role of Families in Lifetime Security
    Forget the Role of Families in Lifetime Security This article focuses on the family as part of the lifetime ... seniors' expectations. Demographics;Families;Role of families;Risk transfer;Retirement risks 6442475998 ...

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    • Authors: Anna M Rappaport
    • Date: Apr 2017
    • Competency: Leadership>Thought leadership
    • Topics: Demography>Gender factors; Demography>Longevity; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • The Future of Retirement Planning is Already Here — It's Jus
    The Future of Retirement Planning is Already Here — It's Jus Many of the innovations and methods ...

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    • Authors: Steve Chen
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Economics>Health economics
  • Practical Issues in Financial and Life Management
    and Life Management This essay focuses on some of the practical problems in supporting elderly seniors ... families avoid disputes. Family;Retirement risk;Power of attorney;High age population;Long term care 6442475994 ...

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    • Authors: Anna M Rappaport, Sally Hass
    • Date: Apr 2017
    • Competency: Leadership>Thought leadership
    • Topics: Demography>Longevity; Pensions & Retirement>Retirement risks
  • Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance
    Implication on Retirement Planning and the Secondary Market in Insurance The paper summarizes results from two ... dissertations. The first discusses integration of insurance products with investment products to mitigate the risk ...

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    • Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
    • Date: Feb 2010
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Actuarial Practice Forum
    • Topics: Annuities>Payout annuities; Demography>Longevity; Life Insurance>Underwriting - Life Insurance; Pensions & Retirement>Retirement risks
  • A Smart Way to Develop Retirement Income Strategies
    in the late 1980s in my role as a consulting actuary working in the private sector. During the next ... transitioned more than 20 DB plans. All that time, the questions continued to haunt me. I didn’t think ...

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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
  • A Smart Way to Develop Retirement Income Strategies
    traditional defined benefit (DB) and retiree medical plans, many employers discarded powerful succession ... employees’ transition into retirement, given the modest level of retirement savings this demographic cohort ...

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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
  • A Smart Way to Develop Retirement Income Strategies
    benefit (DB) pension plans are mostly a thing of the past? I’ve been pondering this question throughout ... a consulting actuary working in the private sector. I believe the techniques actuaries use to help ...

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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