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  • Financial Education: Employer Trends, Liability and Considerations
    Financial Education: Employer Trends, Liability and Considerations This article describes the need for and the benefits of implementing a financial education program for employees Asset ...

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    • Authors: Rick Storms
    • Date: Dec 1998
    • Competency: Strategic Insight and Integration
    • Publication Name: Small Talk
    • Topics: Finance & Investments; Pensions & Retirement
  • The Status of Proposed New Actuarial Opinion and Memorandum Regulation
    The Status of Proposed New Actuarial Opinion and Memorandum Regulation Author discusses how the proposed new AOMR will affect small companies. Asset valuation; 11150 5/1/2001 12:00:00 AM ...

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    • Authors: James Thompson
    • Date: May 2001
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Small Talk
    • Topics: Finance & Investments>Asset liability management; Financial Reporting & Accounting>Statutory accounting
  • The New Life Risk Based Capital C-3a Formula
    The New Life Risk Based Capital C-3a Formula The article describes the refined formula for measuring interest C3a risk that is effective 12/31/2000. National Association of Insurance ...

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    • Authors: Robert A Brown
    • Date: Dec 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Finance & Investments>Risk measurement - Finance & Investments
  • Asset Adequacy Analysis for the Long Term Care Product: A Case Study
    Asset Adequacy Analysis for the Long Term Care Product: A Case Study Discussion of Asset Adequacy Analysis for one company's Long Term Care Product. Includes a discussion of the need for ...

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    • Authors: Amy Pahl
    • Date: Nov 2004
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Small Talk
    • Topics: Enterprise Risk Management>Portfolio management - ERM; Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments
  • An evolution in the world of private equity
    An evolution in the world of private equity investing in private equity 6/25/2020 12:00:00 AM ...

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    • Authors: Mark W Whitford
    • Date: Jun 2020
    • Competency: Strategic Insight and Integration
    • Publication Name: Small Talk
    • Topics: Finance & Investments
  • Outsourcing the Investment Function: Opportunities for the Smaller Insurer
    Outsourcing the Investment Function: Opportunities for the Smaller Insurer Discusses the current options and the benefits of outsourcing various corporate functions. Financial management; 11143 5 ...

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    • Authors: Anson Glacy
    • Date: May 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Finance & Investments>Investments
  • Modeling CMOs
    Modeling CMOs This article suggests ways for small insurance companies to obtain modeling information on more intricate assets, such as collateralized mortgage obligations [CMO], at a low cost.

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    • Authors: DALE ALLEN HALL
    • Date: May 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Finance & Investments; Modeling & Statistical Methods>Asset modeling
  • Getting the Investment Benchmark Right, Guidelines for Insurance Companies
    Getting the Investment Benchmark Right, Guidelines for Insurance Companies Provides some guidance on how to set a company's investment benchmark. Asset management;Financial management; ...

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    • Authors: ADAM ALLEN WHITE, Jeffrey B Norris
    • Date: Nov 2007
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Small Talk
    • Topics: Finance & Investments>Investment strategy - Finance & Investments
  • Confronting CMOs at Small Insurers
    Confronting CMOs at Small Insurers This article describes the nature and features of collateralized mortgage obligations [CMO], identifies their key risk factors, and suggests steps that small ...

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    • Authors: Anson Glacy
    • Date: May 1998
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Finance & Investments>Investments
  • Back to Basics: Which Duration Is Best?
    Back to Basics: Which Duration Is Best? This article explains the concept of 'duration' for measuring asset sensitivity to interest rates, looks at different types of duration, ...

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    • Authors: Teri Geske
    • Date: May 1998
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Finance & Investments
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