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  • North of the Border with the S.O.eh?
    North of the Border with the S.O.eh? A review of the 2009 Health Spring Meeting, which included speakers ... speakers & sessions on the future of the SOA, U.S. health care reform, claims data issues & improvements ...

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    • Authors: Douglas Norris
    • Date: Sep 2009
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Health Watch
    • Topics: Actuarial Profession>Professional associations; Economics>Health economics; Public Policy
  • Selling MaD’s Value Proposition
    Selling MaD’s Value Proposition An actuary is not the first professional one would normally think to ... thinking. To do that I felt we had to broaden MaD’s appeal to the SOA membership. In looking at prior ...
    • Authors: Douglas Bennett
    • Date: Sep 2013
    • Competency: Communication>Difficult message delivery; Leadership>Thought leadership
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Professional associations; Life Insurance>Marketing and distribution - Life Insurance
  • Controversial Issues in Long-Term Care
    Controversial Issues in Long-Term Care Panel discussion of varying views on: substandard underwriting with prudent pricing, ... facilities=SNF;Taxes=Taxation;Underwriting; 18053 10/1/2000 12:00:00 AM ...

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    • Authors: Thomas C Foley, James Glickman, Timothy Hale, John Timmerberg
    • Date: Oct 2000
    • Competency: Communication>Difficult message delivery; Leadership>Change management; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Record of the Society of Actuaries
    • Topics: Long-term Care>Long-term care insurance; Long-term Care>Medical expenses; Public Policy
  • A Portfolio Approach to Retirement Income Security
    of their Social Security benefits or buying an annuity, but in the process, they’ll reduce the amount ... dividend income • Buying a guaranteed lifetime annuity from an insurance com- pany (think of it as a ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
  • 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
  • Adding Value with Model Validation
    Enterprise Risk and Capital Models” by M. Stricker, S. Wang and S. Strommen1 • “Anatomy of Model Validation Case ... and implementable) recommenda- tions. Variable annuity hedging is a very complicated process. AG43 models ...

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    • Authors: Winston Hall, Veltcho Natchev, Mike Minnes
    • Date: Nov 2017
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Leadership>Change management; Leadership>Thought leadership; 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: The Modeling Platform
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Governance
  • Designing and Communicating Retirement Plans for "Humans"
    in their DC plans, offering both investing and annuity solutions, and integrating with Social Security ... income from Social Security, pensions and/or an annuity, optimal solu- tions would invest remaining assets ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation
  • The Sustainability of the New American Entitlement: Actuarial Values and the ACA
    ENTITLEMENTS While not necessarily comprehensive, the table below illustrates a history of major entitlement ... legislation in the United States. As suggested in the table, American public assistance and social insurance ...

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    • Authors: Gregory Fann
    • Date: Sep 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Change management; Leadership>Influence; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: In The Public Interest
    • Topics: Economics>Behavioral economics; Economics>Financial markets; Health & Disability>Health insurance; Health & Disability>Public financing - Health & Disability
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