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

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  • The Interstate Compact: Speeding Up Speed-To-Market
    already been adopted are available on the Compact’s website and are a valuable tool for those who develop ... covered by adopted uniform standards include life, annuity, disability and long-term care. The form types ...
    • Authors: PW Calfas
    • Date: Sep 2012
    • Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Best practices
  • What is Required to Improve Retirement Income Security?
    use of lifetime income in DC plans. 1. A robust annuity issuer safe harbor that would free employers from ... from fiduciary exposure for putting an annuity provider on the DC platform. 2. A requirement that a plan ...

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    • Authors: Paul Donahue
    • Date: Sep 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy
  • To Be Continued - Group Insurance Programs - Special Financing Arrangements
    nnrl Afcgrcsl) by the SOClETY 01: ACTUARIES. 208 S. L&l/c St., Chicago, Illinois, 60604, Iv/illiam A ... acts as a transfer of income from workers to r&&s,: thF$s reducmg cailital, form&n. ’ Because the i&act ...

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    • Authors: Stephen Carter
    • Date: Jan 1978
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Finance & Investments; Financial Reporting & Accounting>Tax accounting; Health & Disability>Health insurance
  • Sections And Divisions Ideas
    partial hedge against inflation, new insurance and annuity policies be devised in which a substantial part ... York-Scarborough in a by-election. Then in May 1979's general election Iwas re- elected in that same riding ...

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    • Authors: Application Administrator
    • Date: Dec 1979
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession; Actuarial Profession>Professional development
  • Integrating Home Equity & Retirement Savings: "Rule of 30"
    sion of the range of retirees. Drawing on the table of median amounts of home equity and retirement ... value plus initial portfolio value) are set out in Table 1. CASH FLOW SURVIVAL Consistent with much of the ...

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    • Authors: Peter Neuwirth, Barry Sacks, Stephen Sacks
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Retirement Section News
    • Topics: Finance & Investments>Portfolio management - Finance & Investments
  • Introducing Funding Longevity Task Force
    leap, flew to San Diego, and just sat around a table to discuss their emerging interest in the role of ... will any other mortgage. Source: The 4 Nevers. (2000). Giordano The initial credit capacity is based ...

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    • Authors: Shelley Giordano
    • Date: Feb 2017
    • Competency: Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
  • Provider Payment Reform: An Accountable Care Approach to Alignment of Health Care Goals and Incentives
    Provider Payment ... P F O U r W In n E r S O F T H E H E A l T H W A T C H A r T IC l E C O n T E S T Provider ... P F O U r W In n E r S O F T H E H E A l T H W A T C H A r T IC l E C O n T E S T (2) ...

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    • Authors: Mark Florian
    • Date: Sep 2010
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development
    • Publication Name: Health Watch
    • Topics: Economics>Health economics; Health & Disability>Health care quality; Health & Disability>Payment models; Public Policy; Reinsurance>Stop-loss insurance
  • Developing a Population Health Management Program for a Long-Term Care Insurance Product
    Developing a Population Health Management Program for a Long-Term Care Insurance Product ... healthy, premium-paying portion of a claimant's life. Health care costs;Health risks;Risk metrics;Disease ...

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    • Authors: Jeff Underhill, Don Fetterolf, Geoffrey Walton
    • Date: Dec 2007
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Long-Term Care News
    • Topics: Health & Disability>Health risks; Long-term Care>Chronic health management - Long-term Care; Technology & Applications>Analytics and informatics
  • 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
  • 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