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  • Full Issue
    Matters!ISSUE 103 • F E B R U A R Y 2 0 1 6 Individual Annuity Sales and Product Trends Page ... Chairperson’s Corner By Jeremy Bill 4 Individual Annuity Sales And Product Trends By Simpa Baiye 9 ...

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    • Authors: Society of Actuaries
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Reinsurance News, August 2014, Issue 79
    Reinsurance News, August 2014, Issue 79 View the complete issue for the August 2014 Reinsurance ... reinsurance;longevity;living to 100 symposium;Annuities;Mortality risk;Pension liabilities;professional develop ...

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    • Authors: Society of Actuaries
    • Date: Aug 2014
    • Competency: 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>General business skills; Leadership>Influence; Leadership>Mentoring; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Reinsurance News
    • Topics: Actuarial Profession>Management skills; Actuarial Profession>Professional development; Demography>Longevity; Experience Studies & Data>Morbidity; Experience Studies & Data>Mortality; Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Forecasting; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Sensitivity testing; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension finance; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Pension legislation and regulation; Public Policy; Reinsurance>Life reinsurance; Reinsurance>General reinsurance
  • Product Matters
    DEVELOPMENT SECTION Product Matters!ISSUE 104 • J U LY 2 01 6 The Fundamental Trends Reshaping Life ... Act By Jay M. Jaffe 26 Milliman Fixed Indexed Annuity Pricing Survey Summary By Daniel Rueschhoff ...

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    • Authors: Society of Actuaries
    • Date: Jul 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • PBA Corner
    Standard Ordinary Mortality Table Language implementing the 2017 CSO mortality table for non- forfeiture ... of the company. VM-20 Mortality Credibility and Margin Provisions Mortality credibility measurement ...

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    • Authors: Karen Rudolph
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting
  • Why "Simple" Doesn't Mean "Transparent" Financial Modelling
    based on a tongue-in-cheek blog posted on Corality’s website in April. We will look at an edited version ... based on a tongue-in-cheek blog posted on Corality’s website in April. We will look at an edited version ...
    • Authors: Tim Heng
    • Date: Jul 2013
    • Competency: External Forces & Industry Knowledge>General business skills; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: CompAct
    • Topics: Actuarial Profession>Best practices
  • Excel as an IT System
    “There’s poor version control in a spreadsheet—lots of different versions are floating around.” “It’s easy ... “There’s poor version control in software—lots of different versions are floating around.” “It’s easy to ...
    • Authors: Tim Heng
    • Date: Oct 2012
    • Competency: External Forces & Industry Knowledge>General business skills; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: CompAct
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Systematic risk; Technology & Applications>Software
  • Highlights of Sessions at the 2015 SOA Annual Meeting & Exhibit
    erally produces lower reserves then the 2017 CSO S&U rates. Exception is the final year of the 20-year ... reserves floored at zero and lower net premi- ums on S&U basis. For more details, see: https://soa.org/ ...

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    • Authors: Kurt Guske
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • The Fundamental Trends Reshaping Life Insurance
    example, Taikang Life has created an innovative annuity that provides retirees with an apartment for life ... PRODUCT MATTERS! Metropolitan Life, the largest U.S. insurer, is pursuing the mass market by offering ...

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    • Authors: Bartlomiej Maciaga, Achim Schwetlick, Alpesh Shah
    • Date: Jul 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • 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
  • Getting Strategic About Risk Management: How Business Can Move Forward Through Greater Risk Awareness
    risk. While the new fiduciary rules enacted by the U.S. Department of Labor are widely considered to be ... on the rather more black-and-white numbers in mortality tables, evaluating and assessing these less ...

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    • Authors: Lou DiSerafino
    • Date: Aug 2016
    • Competency: 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>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Practice expertise; 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>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
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Compliance; Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Portfolio management - ERM; Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Finance & Investments>Risk measurement - Finance & Investments