Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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  • The Financial Crisis in Life Insurance Distribution Systems
    or brokerage system with increased emphasis on direct commis- sion compensation, decreased emphasis on ... decide that single company representation or even primary company represen- tation is not in their best interest ...

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    • Authors: John E Tiller, James C H Anderson, Jack Peckinpaugh
    • Date: Oct 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Management partnership
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Expenses - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Digest of Discussion at Concurrent Sessions
    business purpose as follows: "The Equita- ble's primary purpose is to provide sound, equitable, and economical ... down to assigning relative weights, our stated primary purpose dictates minimum product cost, and it ...

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    • Authors: Society of Actuaries
    • Date: Nov 1971
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Management partnership; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Management skills; Economics>Behavioral economics; Economics>Financial markets; Enterprise Risk Management>Governance; Finance & Investments>Investment strategy - Finance & Investments; Financial Reporting & Accounting; Health & Disability; Life Insurance>Underwriting - Life Insurance; Pensions & Retirement
  • Risk Management Part 2: Systemic Risk, Financial Reform, and Moving Forward from the Financial Crisis
    is based on the fact that companies will take care of their own interests and will not cut prices ... risk management and disclosure strategies rather care- fully. With more information and understanding ...

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    • Authors: Society of Actuaries, 107929_firstname Canadian Institute of Actuaries
    • Date: Jan 2011
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Management partnership; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management>Systemic risk
  • How to Turn Suspects Into Prospects
    How to Turn Suspects Into Prospects By Ray Mascola Communication;Operational Management;Time ... priorities. By actively listening you show that you care and in the process you develop credibility and trust ...
    • 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
  • General Accepted Accounting Principles 'GAAP' Implementation Implementation Issues
    be deficient. The project manager would take care of most of the administrative issues related to ... complex. For example, consider annual factors for direct recognition. By taking the assumptions that were ...

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    • Authors: Application Administrator, Mary Ann H Peltier, James Milholland, Ronald Takemoto
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Management partnership
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]