Description: This paper, part of the Society of Actuaries [SOA} ‘Research Projects – Finance/Investment,’ sponsored by the SOA's Committee on Finance Research, examines state and federal regulations that may pose a competitive disadvantage for actuaries providing personal investment advice. The report was initiated by the Task Force on the Personal Actuary.

Description: Paper on the impact of investment advice regulations on personal actuaries.

Description: The purpose of this research project was to survey professionals in the viatical and life settlement a.k.a. secondary insurance industry to discover how actuaries could best serve this particular business.

Description: A study funded by the Committee on Finance Research of the Society of Actuaries on actuaries serving individuals. Focus would be on consulting to private individuals to assist with retirement issues as well as other insurance related issues.

Description: This paper, part of the Society of Actuaries [SOA} ‘Research Projects – Finance/Investment,’ sponsored by the SOA Committee on Finance Research, is the result of research done to determine the viability of actuarial counseling. It explores some of the newer markets for actuarial services. Input was gathered from two focus groups, one consisting of a group of retirees and another composed of a group of professionals.