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  • Combining LTC Benefits With Other Products
    Institute in York, NY. Note: The chart(s) referred to in the text can be found at the end of ... LTC has been used in combination with deferred annuity products that I've seen to date. MR. MELVIN ...

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    • Authors: Edward P Mohoric, Melvin Rambo, William DeCapua, Mark J Warshawsky
    • Date: Oct 2001
    • Competency: Leadership>Thought leadership; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Pricing - Annuities; Health & Disability>Disability insurance; Life Insurance>Pricing - Life Insurance; Long-term Care>Long-term care insurance; Pensions & Retirement>Plan design
  • Diverse Risks 2016 Call for Essays
    Charles S. Yanikoski 95 Dealing with Multiple Post-Retirement Risks in the Middle Market Charles S. Yanikoski ... and above any Social Security or other pension, annuity or employment income), then they have enough money ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • Working Longer to Improve Security: Workplace Issues
    workers and many years of pension consulting. 2 U.S. Government Accountability Office, “Older Workers: ... Employers,” report to the Special Committee on Aging, U.S. Senate, GOA 17-536 (June 2017), https://www.gao ...

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    • Authors: Anna M Rappaport, Tim Driver
    • Date: May 2018
    • Competency: Leadership>Change management; Leadership>Thought leadership
    • Topics: Pensions & Retirement>Plan design
  • Report: Long-Term Care Think Tank Session: LTCi: From Hope to Change”
    ...........................................30 Table of Contents Report: Long-Term Care Think Tank Session ... to use new technologies to replace the kitchen table sale and to reduce the turn around time from application ...

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    • Authors: Society of Actuaries
    • Date: Mar 2010
    • Competency: Communication; Leadership>Thought leadership; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Topics: Actuarial Profession>Professional associations; Economics>Health economics; Long-term Care>Long-term care insurance; Pensions & Retirement>Plan design; Public Policy
  • Financial Life Planning at Work
    Financial Life Planning at Work Employers who offer financial wellness programs that help younger ... edu/dspace/handle/2097/18412. 8 Cliff A. Robb and Ann S. Woodyard, “Financial Knowledge and Best Practice ...

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    • Authors: CYNTHIA RITA MEYERS, Scott Spann
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks