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  • The Future of Retirement Planning is Already Here — It's Jus
    • Pensions (defined benefit plans) were the primary retirement vehicle for several decades, but private ... longevity, inflation, market volatility, health care, sequence of returns risk and tax optimization7 ...

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    • Authors: Steve Chen
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Economics>Health economics
  • Financial Decision-Making Theory and the Small Employer Health Insurance Market in Texas
    currently offer health insurance. When asked the primary reason for not offering insurance, 62 percent responded ... Decision-Making Theory indicates that agents will tend to direct people towards the option that results in the best ...

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    • Authors: Bonnie Albritton
    • Date: Oct 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Actuarial Practice Forum
    • Topics: Economics>Health economics; Health & Disability>Health insurance
  • Retiree Medical Insurance Management: Perspectives from an Independent Retiree Resource Center
    facilities and state Medicare specialists and elder care services on site for consultation and referral ... access information. SET UP AUTOMATIC PAYMENTS AND DIRECT DEPOSITS Some retirees are afraid of automatic ...

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    • Date: Jun 2019
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Economics>Health economics; Pensions & Retirement>Retiree medical; Social Insurance>Medicare; Social Insurance>Postemployment benefits