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Time to Ditch the Three-Legged Stool Analogy for Retirement
Including Out-Of-Pocket Medical and Long-Term Care Expenses,” Journal of Pension Planning & Compliance ... time horizons. However, since out-of-pocket health care costs for Medicare, other than fixed monthly premiums ...- Authors: Barry Kozak
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Retirement risks
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Personal Risk Manager: Driver of Resilience
Social Security benefits or buying a long-term care policy for parents, the wealth manager has historically ... like health care, retirement savings, college, vacations, second homes and nursing home care. This process ...- 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
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Is ORSA a Good Move for All the Stakeholders?
to be those kinds of parents who have to take care of their children all the time, or forever? We want ... claim payments. The policy- holders really do not care if you call it ORSA or NASA, Solvency II or Solvency ...- Authors: Jianwei Xie, Yayuan Ren
- Date: May 2012
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Topics: Enterprise Risk Management>Compliance; Enterprise Risk Management>Governance; Enterprise Risk Management>Risk measurement - ERM
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Understand ORSA Before Implementing It
Understand ORSA Before Implementing It The National Association of Insurance Commissioners (NAIC) ... its prominence, the United States has started to direct its political influence toward the evolution ...- Authors: Owen J Stein
- Date: May 2012
- Competency: Communication>Written communication; External Forces & Industry Knowledge; Leadership>Change management; Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving
- Topics: Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Compliance; Enterprise Risk Management>Governance; Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks
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Workers and Retirees Could Pool Risk with Tontine Annuities
Workers and Retirees Could Pool Risk with Tontine Annuities The survivor principle--that the ... while the decedents, for obvious reasons, would not care. And even if no other investors died during the ...- Authors: Jonathan Barry Forman
- Date: May 2018
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Plan design; Public Policy
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Fighting Procrastination for Financial Wellness
Fighting Procrastination for Financial Wellness We discussed impacts of procrastination ... mortgage, student loan or credit card balance through direct deposit, people will mentally subtract the money ...- 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
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An Enhanced Social Security Benefit
An Enhanced Social Security Benefit Social Security provides financial protection by annuitizing ... and consultant in the field of aging and long-term care. He consults for the state of Minnesota and volunteers ...- 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
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The Financial Well-Being of American Retirees
The ... Median Annual Expenses by Type Health care Housing Entertainment Food Car Other total ... $29,232 $31,800 $34,770 $29,694 $27,660 Health care Housing Entertainment Food Other Car Median current ...- Authors: Steven Feinschreiber, James Laiosa
- Date: Sep 2009
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement