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  • The Personal Actuary
    The Personal Actuary Introduction to the field of the Personal Actuary. The session presented what a ... what skills need to be enhanced potential clients of a personal actuary and how an aspiring 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
  • A Fledging New Service: Actuarial Counseling
    A Fledging New Service: Actuarial Counseling This article highlights a new career ... professionals who are trained, skilled, and experienced can act independently to help individuals meet their financial ...

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    • Authors: John M Bragg
    • Date: Mar 1996
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Alternative careers
  • 'Actuarial Counseling' – A New Role for the Actuarial Profession
    Counseling' – A New Role for the Actuarial Profession Panelists explain the field of actuarial counseling, ... impartial basis for individuals. From the 1997 Record of Society of Actuaries, Vol. 23, No. 3. N/A; 17510 ...

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    • Authors: John M Bragg, Teresa Winer, Thomas J Walker, Gary J Mevorah, David G W Bragg
    • Date: Oct 1997
    • Competency: Relationship Management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Alternative careers
  • Chapter 2: Actuarial Counseling, A New Role
    article is a follow up to the March 1996 article that introduced the concept of the actuarial counselor. Feedback ... professional direction and the author suggests steps that could be taken by the SOA or others to support ...

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    • Authors: John M Bragg
    • Date: Sep 1996
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Alternative careers