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

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  • My Expectations of Appointed Actuaries for Smaller Life Insurance Companies
    expectations. The topics include the appointed actuary's involvement in corporate governance, reasonability ... results, data quality, familiarity with the company's annual statement and applicable statutes, and areas ...

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    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Influence; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting
  • Nathaniel Ingersoll Bowditch
    erential mortality;Investment strategy;Life insurance;Marketing and distribution;Mortality assumption;Mortality ... assumption;Mortality modeling;Life company expenses; 11951 3/1/1979 12:00:00 AM ...

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    • Authors: Dwight K Bartlett
    • Date: Mar 1979
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Professional Values>Public interest representation; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Ethics; Annuities>Investment strategy - Annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Using Sound Actuarial Principles to Better Manage Retirement Finances
    a discount rate, a rate of future inflation, mortality (or expected period of retirement) and other ... life annuity of $25,000 per year, and Example Retiree #2 has a fixed dollar, deferred annuity of $25 ...

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    • Authors: Kenneth Steiner
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Finance & Investments>Asset liability management; Pensions & Retirement>Retirement risks
  • Health Insurance as a Political Issue
    Health Insurance as a Political Issue This session is about the Health insurance has ... insurance has become an important issue in this year's presidential election campaign. What effect will this ...

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    • Authors: Stephen D Brink, Harry L Sutton, Bruce Barlow, Mark S Mellman
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health care; Public Policy; Public Policy; Social Insurance>Government-funded healthcare
  • The Actuary Revealed
    "INDIVIDUAL LIFE INSURANCE AND ANNUITIES IN THE 1980'S" The above will be the theme of the So- ciety's ... the general direction of individual life and annuity business; (2) paint a picture of what our busi- ...

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    • Authors: George R Dinney
    • Date: Mar 1979
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession; Actuarial Profession>Alternative careers; Actuarial Profession>Competencies; Actuarial Profession>Traditional careers
  • 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