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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 ...- 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
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How to Turn Suspects Into Prospects
VP of sales that took place after a call. I was a young, excitable sales rep. As I recounted the call ... react when you posed the question what happens to your business if you don’t address the problem? Oops. I ...- Date: May 2017
- Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; 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; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Innovators & Entrepreneurs
- Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
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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 ...- 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
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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 ...- 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
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AERF
AERF Article AERF in The Actuary, May 1979, Volume 13, Number 5 Asset liability management=ALM;Asset ...- Authors: Application Administrator
- Date: May 1979
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: The Actuary Magazine
- Topics: Finance & Investments>Capital management - Finance & Investments; Modeling & Statistical Methods>Asset modeling