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  • Personal Risk Manager: Driver of Resilience
    Social Security benefits or buying a long-term care policy for parents, the wealth manager has historically ... like health care, retirement savings, college, vacations, second homes and nursing home care. This process ...

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    • Authors: Max Rudolph
    • Date: Apr 2017
    • Competency: 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
    • Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Factor That
    significantly more in terms of health care and long-term care than a 65-year-old individual. We need ... States. FISCAL UNSUSTAINABILITY OF PENSIONS, HEALTH CARE AND LONG-TERM PROMISES Higher old-age dependency ...

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    • Authors: Amlan Roy
    • Date: Feb 2016
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Actuary Magazine
    • Topics: Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation