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  • The Stepping Stone, November 2013, Issue 52
    Case: Go for the Offer? By John West Hadley the I S S U E 5 2 N O V E M B E R 2 0 1 3 Charles arrived ... Meeting Coordinator Nicholas Jacobi 2013 Life & Annuity Symposium Coordinator Jennifer Fleck Annual Meeting ...

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    • Authors: Society of Actuaries
    • Date: Nov 2013
    • Competency: External Forces & Industry Knowledge>General business skills; Strategic Insight and Integration>Effective decision-making
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • ReFocus 2018 – A “Predictable Surprise”
    MAY 2018 INTERNATIONAL NEWS | 9 Lifetime Annuity Income is the Key to Life By Ronald Klein Editor’s ... he (I) would have suggested a lifetime, payout annuity. While my grandmother would not have been able ...

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    • Authors: Ronald Klein
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Results-Oriented Solutions>Actionable recommendations; 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; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: International News
    • Topics: Actuarial Profession>Professional development; Experience Studies & Data>Mortality
  • Four Steps to Accountability
    self-protection (cover your tail), and wait and see. The table below, derived from a study by accountability train- ... categories that are heard most by managers: TABLE 1: BELOW-THE-LINE PHRASES IGNORE/DENY NOT MY JOB: ...

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    • Authors: Olavo Jose Quadros de Linhares
    • Date: Nov 2016
    • Competency: Professional Values>Practice expertise; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Reinsurance News
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Competencies; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Information Discovery and Knowledge Management: How Ebsco Can Help You Build Your Own Information Pyramid
    George Eknaian, 2014 Life & Annuity Symposium Co-Rep Ryan Stowe, 2014 Life & Annuity Symposium Rep Angelika ... BUILD YOUR OWN INFORMATION PYRAMID By Larry Zhao A s investment professionals, we all know that information ...

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    • Authors: Larry Zhao
    • Date: Feb 2014
    • Competency: Leadership>Professional network leverage; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions
    • Publication Name: Risks & Rewards
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development
  • Keynote Address – Peter Bernstein on the Nature of Risk
    Obsession," was published by John Wiley & Sons in 2000. "Against the Gods: The Remarkable Story of Risk ... interest guarantees on our life insurance and annuity products may be kicking in. Health care costs ...

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    • Authors: Peter Bernstein
    • Date: Oct 2002
    • Competency: Strategic Insight and Integration>Effective decision-making
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional development
  • How to Turn Suspects Into Prospects
    sales and accelerate the growth of your business. Let’s start with the end. You actually have prospects when: ... You are talking to decision-makers; Your company’s products/services are potential solutions to the clients’ ...
    • 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