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  • Passing the Torch Series: An Interview with Mark Freedman
    Passing the Torch Series: An Interview with Mark Freedman Cassie He and Linda Liu, two actuarial students, invite Mark Freedman, the President-Elect of SOA to share with us his experience as an ...

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    • Authors: Mark Freedman
    • Date: Apr 2013
    • Competency: Communication>Active listening; Communication>Difficult message delivery; External Forces & Industry Knowledge>General business skills; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Professional Values>Ethical standards; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Management skills; Actuarial Profession>Qualifications; Actuarial Profession>Professional development
  • Managing the Organizational Changes into the 21st Century
    Managing the Organizational Changes into the 21st Century Discussion of managing the organizational changes into the 21st century Includes the following topic: 1. Consolidation 2.

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    • Authors: James A Brierley, Lorne Cooper, Cindy L Forbes, John West Hadley, Donald E Keller, David E Neve, Ian M Rolland, Walter Rugland, John G Turner, Carl B Wright, William H Gleed, Peter R Wilde
    • Date: Oct 1992
    • Competency: Communication>Difficult message delivery; Leadership>Change management; Relationship Management>Relationships and trust; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional development
  • A Millionaire Mind and the Money to Match: Are They Prospects for Long-Term Care Insurance?
    A Millionaire Mind and the Money to Match: Are They Prospects for Long-Term Care Insurance? This is an article about the sales process for long-term care insurance. Marketing and distribution; ...

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    • Authors: Debra Newman
    • Date: Mar 2006
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; Leadership>Influence; Relationship Management>Relationships and trust
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care
  • How to Turn Suspects Into Prospects
    How to Turn Suspects Into Prospects By Ray Mascola Communication;Operational Management;Time Management ;Management Skills ;Entrepreneurism By Ray Mascola Learning any skill takes commitment, ...
    • Date: May 2017
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • The Importance of Your Worksite Enrollment Strategies in Understanding Risk
    The Importance of Your Worksite Enrollment Strategies in Understanding Risk Understanding the intricacies of enrollment strategies for your voluntary worksite products is often the single most ...
    • Authors: DALE ANDREW NICHOLSON
    • Date: Sep 2013
    • Competency: Communication>Difficult message delivery; Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Emotional Intelligence
    Emotional Intelligence Emotional Intelligence: Why you need it, and how you can increase it PD;EQ 6442470625 8/1/2016 12:00:00 AM ...

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    • Authors: Lauren Scalzo
    • Date: Aug 2016
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Relationship Management>Relationships and trust
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Professional development
  • The Salesman Who Doesn’t Sell
    The Salesman Who Doesn’t Sell Want to do business with agent Brian Greenberg? Drop that telephone. Don’t bother blocking out an afternoon appointment. No need to Google Map his office.By Corey ...
    • Authors: C Joseph Dahl
    • Date: Sep 2013
    • Competency: Communication>Difficult message delivery; Communication>Oral communication; Communication>Written communication; Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>Analytics and informatics; Technology & Applications>E-commerce
  • Alone Together: Introverts, Extroverts and Team Dynamics
    Alone Together: Introverts, Extroverts and Team Dynamics This article describes team dynamics of introverts and extroverts, with an actuarial audience in mind. The article references the works of ...

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    • Authors: Mitchell Stephenson
    • Date: Jul 2017
    • Competency: Communication>Difficult message delivery; Communication>Oral communication; External Forces & Industry Knowledge>General business skills; Leadership>Influence; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Radical Candor: Giving—and Receiving— Feedback in Real Time
    Radical Candor: Giving—and Receiving— Feedback in Real Time This article goes through effective ways to give, and ask for, feedback in real time Career planning;Product development 6442483901 7/1 ...

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    • Authors: Mitchell Stephenson
    • Date: Jul 2018
    • Competency: Communication>Difficult message delivery; Communication>Oral communication; Communication>Written communication; Leadership>Influence; Leadership>Mentoring; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Management partnership
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development