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  • The Impact of Investment Adviser Regulations on Personal Actuaries
    accessed 04/17/07 2 http://cfainstitute.org/cfaprog/pdf/candidate_results.pdf, last accessed 04/17/07 3 ... accessed 04/17/07 4 http://new.soa.org/files/pdf/edu-results-p1-per-feb07.pdf, last accessed 04/17/07 5 http://www ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: May 2007
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Qualifications
  • The Impact of Investment Adviser Regulations on Personal Actuaries
    accessed 04/17/07 2 http://cfainstitute.org/cfaprog/pdf/candidate_results.pdf, last accessed 04/17/07 3 ... accessed 04/17/07 4 http://new.soa.org/files/pdf/edu-results-p1-per-feb07.pdf, last accessed 04/17/07 5 http://www ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: May 2007
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Alternative careers
  • The Viatical and Life Settlement Industry: New Perspectives for Actuaries
    The Viatical and Life Settlement Industry: New Perspectives for Actuaries Discusses results of author's ... Jack Bragg. Contingencies, March/April 2002, pp 17-20, “A Free Market for Life Insurance” by Eric W ...

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    • Authors: Teresa Winer
    • Date: Oct 2003
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Actuary of the Future
    • Topics: Life Insurance
  • The Viatical and Life Settlement Industry: New Perspectives for Actuaries
    The ... Teresa R. Winer Contingencies, March/April 2002, pp 17-20, “A Free Market for Life Insurance” by Eric W ... other health insurance issues? YES 3 NO 17 Don’t know 1 15. If you needed to contact ...

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    • Authors: Teresa Winer
    • Date: Aug 2009
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Topics: Life Insurance
  • Marketing Research: Actuaries Serving Individuals
    mortgages • How to protect ourselves from con artists 17 • Life insurance - Do you still need/want it or ... that you could make the best choice? YES 17 NO 6 Don't know 17 7. If you were diagnosed with a terminal ...

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    • Authors: Teresa Winer, Susan Nassar
    • Date: Aug 1999
    • Competency: Professional Values>Public interest representation
    • Topics: Actuarial Profession
  • The Impact of Investment Advice Regulations on Personal Actuaries
    The Impact of Investment Advice Regulations on Personal Actuaries Paper on the impact of investment ... 203A-3 of the Securities and Exchange Commission (17 C.F.R. 275.203A-3) and who has a place of business ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: Jun 2005
    • Competency: Professional Values>Practice expertise
    • Topics: Actuarial Profession>Alternative careers; Public Policy
  • The Actuary
    th e a c tu a ry s e p te m b e r2 0 0 3 17 T he Joint CAS/SOA Career Encouragement Committee ... information for 2004 Membership Directory by Oct. 17 W ork has already begun on the print edition of ...

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    • Authors: Christian J DesRochers, J Bruce MacDonald, Harry H Panjer, W Steven Prince, Teresa Winer, Mark van Zanden, R. Dale Hall, VALERIE MARGARET LOPEZ, Megan Potter
    • Date: Sep 2003
    • Publication Name: The Actuary Magazine
  • The Personal Actuary
    The Personal Actuary Introduction to the field of the Personal Actuary. The session presented what a personal ... New Orleans Health/Pension Spring Meeting June 15-17, 2005 Session 50 PD The Personal Actuary ...

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    • Authors: John M Bragg, Teresa Winer, Mitchell Serota
    • Date: Jun 2005
    • Competency: Leadership; Leadership>Professional network leverage; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Professional development
  • The Independent Consultant Newsletter, June 2006, Issue No. 11
    deficient.— June 2006 | THE INDEPENDENT CONSULTANT | 17 The Introvert’s Guide ... Nancy Ancowitz is a thinking ... Geraldine’s firm has since expanded and now has 17 employees. Like many entrepre- neurs, she says that ...

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    • Authors: Society of Actuaries, Ian G Duncan, Anna M Rappaport, Teresa Winer, David Miller, Ruth Ann Woodley, David S Rintoul, Daniel Cassidy, Jeffrey McIntyre, Daniel K Kehoe
    • Date: Jun 2006
    • Publication Name: The Independent Consultant
  • Marketing of the Profession
    Marketing of the Profession From a session at a meeting of the Society of Actuaries ... information in there about Marketing for the Profession 17 what kind of excessive mortality risks are associated ...

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    • Authors: Thomas Edwalds, Warren Luckner, Robert W Omdal, Anna M Rappaport, Teresa Winer, David G W Bragg, Paul Thornton
    • Date: Jun 2000
    • Competency: Leadership>Influence; Leadership>Professional network leverage; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Professional associations
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