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

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  • Current Topics: U.S. Insurance
    Current Topics: U.S. Insurance This is a discussion of the future of the life insurance business in the USA. Specifically, it discusses corporate structure, marketing strategies, distribution ...

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    • Authors: Robert Shapiro, Harry D. Garber, Madie Ivy, John Studzinski
    • Date: Oct 1981
    • Competency: Leadership>Change management; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Capital management - Finance & Investments; Life Insurance>Capital - Life Insurance; Life Insurance>Non-forfeiture benefits
  • Effective Use of Capital
    Effective Use of Capital Panel discussion focused on the Effective Use of Capital. Topics included: 1. Definition of capital 2. Appropriate level of capital and surplus in a life ...

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    • Authors: Michael E Mateja, Robert Shapiro, William H. Sahm
    • Date: Apr 1981
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Reinsurance; Reinsurance>Financial reinsurance
  • Editorial - M&A's Bigger Purpose
    Editorial - M&A's Bigger Purpose Mergers and acquisitions 'M&A' are major forces driving change in the life insurance industry. This editorial discusses how ...

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    • Authors: Robert Shapiro
    • Date: Feb 1999
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Management partnership
    • Publication Name: The Actuary Magazine
    • Topics: Finance & Investments
  • Strategies for Investing Surplus
    Strategies for Investing Surplus Discusses how surplus should be defined, how it should be invested, and how the rating agencies may respond to various approaches. From the 1987 Record of ...

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    • Authors: Joseph Fafian, Richard Kischuk, Bruce J Nicholson, Robert Shapiro, Akiva Zohar
    • Date: May 1987
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investment strategy - Finance & Investments
  • A Common Financial Language – A Key to Opening the Door of Change
    A Common Financial Language – A Key to Opening the Door of Change Author's prescient view into the perspectives our corporate leaders will need to adopt in designing financial measures ...

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    • Authors: Robert Shapiro
    • Date: Apr 1986
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Finance & Investments