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  • In the Beginning… A Column Devoted to Tax Basics Premiums Paid, Investment in the Contract, and Tax Basis – We Know
    In the Beginning… A Column Devoted to Tax Basics Premiums Paid, Investment in the Contract, and ... IRC provisions applicable to life insurance and annuity contracts. Annuities;Life insurance;Product d ...

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    • Authors: John Adney
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • Risk Management in International Business
    Before you decide to invest in a certain country’s market, ensure you understand the currency exchange ... investment by performing due diligence on the country’s economic, political and cultural condition. Investment ...

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    • Authors: Xuemei Hou
    • Date: Aug 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management>Strategic risks; Finance & Investments>Value at risk - Finance & Investments; Global Perspectives>Global markets
  • STATE OF MARYLAND ADDS NEW INITIATIVE TO RAISE AWARENESS OF LTC CRISIS
    STATE OF MARYLAND ADDS NEW INITIATIVE TO RAISE AWARENESS OF LTC CRISIS A bipartisan ... Maryland effort created a PUBLIC/PRIVATE Governor's Task Force to develop recommendations to educate residents ...

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    • Authors: Sally Leimbach
    • Date: Dec 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Long-term care insurance
  • Rate Increase Approaches Impact LTC Policyholder Behavior
    category of state approval as pre- viously described. Table 1 shows that policyholders receiving a one-time ... receiving only partial rate increase notifications. Table 1 Percentages of Policyholders Choosing to Modify ...

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    • Authors: Raymond Nelson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: General Insurance (Property & Casualty)>Policyholder behavior - General Insurance; Long-term Care>Long-term care insurance
  • Permutations And Computations
    Life Insurance Marketing and Cost Disclosure. U.S. House Subcommittee Report on Oversight and Investigations ... Investigations, Superintendent of Docu- ments, U.S. Government Printing Office, Wash- ington, D.C. 20402 ...

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    • Authors: Ernest J Moorhead
    • Date: Feb 1979
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Influence; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Term life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Whole life; Modeling & Statistical Methods; Public Policy
  • How to Turn Suspects Into Prospects
    sales and accelerate the growth of your business. Let’s start with the end. You actually have prospects when: ... You are talking to decision-makers; Your company’s products/services are potential solutions to the clients’ ...
    • 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
  • Incentivizing Desired Behavior in Long Term Care Policies
    Incentivizing Desired Behavior in Long Term Care Policies For a long time the primary focus ... for alignment of policyholder and insurance company’s interests, which is to make coverage more affordable ...

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    • Authors: Sivakumar Desai
    • Date: Apr 2014
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: Economics>Behavioral economics; General Insurance (Property & Casualty)>Policyholder behavior - General Insurance; Long-term Care>Long-term care insurance
  • Getting Strategic About Risk Management: How Business Can Move Forward Through Greater Risk Awareness
    risk. While the new fiduciary rules enacted by the U.S. Department of Labor are widely considered to be ... on the rather more black-and-white numbers in mortality tables, evaluating and assessing these less ...

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    • Authors: Lou DiSerafino
    • Date: Aug 2016
    • Competency: 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>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Practice expertise; 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>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
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Compliance; Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Portfolio management - ERM; Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Finance & Investments>Risk measurement - Finance & Investments
  • Alternative Target Operating Model for your Predictive Analytics Function
    Alternative Target Operating Model for your Predictive Analytics Function Possible usage of tools that ... the models • Add any bells and whistles To ol s • Understand the model suggested (and rejected) ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: CompAct
    • Topics: Predictive Analytics; Technology & Applications>Analytics and informatics; Technology & Applications>Business intelligence; Technology & Applications>Software
  • 'Hire' Learning - What Do Employers Want?
    'Hire' Learning - What Do Employers Want? A discussion of the skills and attitudes actuaries need to develop in order to be a business ... CONTINUING EDUCATION JO B O PP O R TU N IT IE S ...

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    • Authors: Ken McCullum
    • Date: Mar 1997
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Professional development