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  • Fighting Procrastination for Financial Wellness
    Fighting Procrastination for Financial Wellness We discussed impacts of procrastination and strategies to harness the power of inertia to aid individuals in their pursuit of future financial ...

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    • Authors: Tianyang Wang
    • Date: Apr 2017
    • Competency: Communication>Persuasive communication; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making
    • Topics: Economics>Behavioral economics; Economics>Financial economics; Finance & Investments
  • Vouno Borealis (Mountain Wind)
    Vouno Borealis (Mountain Wind) Informal commentary on the importance to the actuarial community of embracing enterprise risk management and ORSA. Part of the essay collection "Risk Metrics ...

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    • Authors: Jason Sears
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Compliance
  • Too Good to Be True
    Too Good to Be True There is a tendency for people not to question favorable information and assumptions, especially when bonuses and performance reviews are based on these positive results. This ...

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    • Authors: Victoria A Grossack
    • Date: May 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Enterprise Risk Management>Governance; Enterprise Risk Management>Strategic risks
  • Introduction – Visions for the Future of the Life Insurance Sector
    Introduction – Visions for the Future of the Life Insurance Sector Introductory Comments for the Response to Life Insurance 2020 Foresight – A Call for Essays e-Book. This e-book focuses on the ...

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    • Authors: Steven Malerich, John Currier
    • Date: Nov 2009
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Life Insurance
  • Personal Risk Manager: Driver of Resilience
    Personal Risk Manager: Driver of Resilience To be financially "well" is unique to an individual. Following a hierarchy of needs is key, along with saving more than the talking heads ...

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    • Authors: Max Rudolph
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; 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
    • Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • The 401(k) As A Lifetime Financial Wellness Instrument
    The 401(k) As A Lifetime Financial Wellness Instrument All we need is … a §401k - redesigned to • Leverage the fungibility of money • Consolidate to a lifetime, all-in-one plan • Create ...

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    • Authors: Jack Towarnicky
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Workers and Retirees Could Pool Risk with Tontine Annuities
    Workers and Retirees Could Pool Risk with Tontine Annuities The survivor principle--that the share of each, at death, is enjoyed by the survivors--can be used to design tontine annuities and ...

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    • Authors: Jonathan Barry Forman
    • Date: May 2018
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • An Enhanced Social Security Benefit
    An Enhanced Social Security Benefit Social Security provides financial protection by annuitizing retirement. This is not enough for many. My idea creates an additional annuity via Social ...

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    • Authors: John Cutler
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Economics>Behavioral economics; Finance & Investments>Investment policy
  • The Financial Well-Being of American Retirees
    The Financial Well-Being of American Retirees Charts for the 2009 Housing Wealth monograph paper, “The Financial Well-Being of American Retirees.” This paper presents the findings of a study ...

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    • Authors: Steven Feinschreiber, James Laiosa
    • Date: Sep 2009
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement
  • Time to Ditch the Three-Legged Stool Analogy for Retirement
    Time to Ditch the Three-Legged Stool Analogy for Retirement Individuals in retirement should pay all general living expenses from predictable income, and then all other expenses from the ...

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    • Authors: Barry Kozak
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks