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The Impact of Investment Advice Regulations on Personal Actuaries
The Impact of Investment Advice Regulations on Personal Actuaries Paper on the impact of investment advice regulations on personal actuaries. Investment policy; 7168 6/1/2005 12:00:00 AM ...- Authors: Teresa Winer, Carl Westman
- Date: Jun 2005
- Competency: Professional Values>Practice expertise
- Topics: Actuarial Profession>Alternative careers; Public Policy
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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 of Actuaries held in Las Vegas, NV May 22-24, 2000 This session discussed the purpose of the ...- 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
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The Impact of Investment Adviser Regulations on Personal Actuaries
The Impact of Investment Adviser Regulations on Personal Actuaries This paper reviews state and federal regulation of investment advisers as it applies to personal actuaries and advocates action ...- 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
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'Actuarial Counseling' – A New Role for the Actuarial Profession
'Actuarial Counseling' – A New Role for the Actuarial Profession Panelists explain the field of actuarial counseling, which is essentially risk management on an impartial basis ...- 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
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The Role of the Personal Actuary
The Role of the Personal Actuary Discusses what a personal actuary is and what one typically does. N/A; The Role of the Personal Actuary There are many new career options available for actuaries.- Authors: James C Brooks, Teresa Winer
- Date: Aug 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession>Alternative careers
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The Impact of Investment Adviser Regulations on Personal Actuaries
The Impact of Investment Adviser Regulations on Personal Actuaries This paper considers the problem of actuaries acting as advisers to individuals. This activity is covered by regulations, ...- 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
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Board Report the Actuary of the Future Section Members
Board Report the Actuary of the Future Section Members As the Board member partner assigned to work with the Actuary of the Future Section as of March 2005, I am reporting to you about several ...- Authors: Teresa Winer
- Date: Oct 2005
- Competency: External Forces & Industry Knowledge>General business skills
- Publication Name: Actuary of the Future
- Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Professional development
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Marketing of the Profession
Marketing of the Profession From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23, 2000 This session provided an update on the progress of the American ...- 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
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The Personal Actuary
The Personal Actuary Introduction to the field of the Personal Actuary. The session presented what a personal actuary does that is different from traditional consulting what skills actuaries ...- 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