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  • The Role of the Personal Actuary
    individual(s) and need the services of an actuary. The most direct forms of personal actuarial work will be on behalf ... of what type? How do I know if I need long-term care insurance? If I do, what kind of benefit period ...

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    • Authors: James C Brooks, Teresa Winer
    • Date: Aug 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Alternative careers
  • The Personal Actuary
    The Personal Actuary Introduction to the field of the Personal Actuary. ... insurance;Inflation;Internal Revenue Service=IRS;Long-term care=LTC;Marketing and distribution;Mortality assumption;Mortality ...

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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
  • Marketing of the Profession
    increase demand for services, the supply side will take care of itself. I want to talk about some specifics ... they do. We have been approached by the Health Care Financing Administration. They are interested in ...

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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
  • The Impact of Investment Adviser Regulations on Personal Actuaries
    insurance companies and consulting firms have been the primary employers of actuaries. However, actuarial expertise ... should handle all investment matters. Just as a primary medical doctor refers patients to specialists, ...

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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 Impact of Investment Adviser Regulations on Personal Actuaries
    insurance companies and consulting firms have been the primary employers of actuaries. However, actuarial expertise ... should handle all investment matters. Just as a primary medical doctor refers patients to specialists, ...

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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 Advice Regulations on Personal Actuaries
    The Impact of Investment Advice Regulations on Personal Actuaries Paper on the impact of investment ... companies and consulting firms have been the primary employers of actuaries. However, actuarial expertise ...

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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 of the Future: Proposed Ambassador Program
    The Actuary of the Future: Proposed Ambassador Program From a session at a meeting of the Society ... important. What does the staff support do? It takes care of administrative details. So, for example, if ...

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    • Authors: Paul Bruce, William R Horbatt, Teresa Winer, Dorn Swerdlin, Kristine Henderson, Application Administrator
    • Date: May 2000
    • Competency: Leadership>Mentoring; Leadership>Professional network leverage; Professional Values>Public interest representation; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Professional development