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  • The Personal Actuary
    The Personal Actuary Introduction to the field of the Personal Actuary. ... insurance;Inflation;Internal Revenue Service=IRS;Long-term care=LTC;Marketing and distribution;Mortality assumption;Mortality ...

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    • Authors: John M Bragg, Teresa Winer, Mitchell Serota
    • Date: Jun 2005
    • Competency: Leadership; Leadership>Professional network leverage; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Professional development
  • Strategic Planning Issues - Part Three of Three
    place the best interests of my clients above my own direct or indirect interests. • Maintain the highest ... customer, saying, "Don't worry about it. I'll take care of it. You relax." The bottom line is, fall in love ...

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    • Authors: Tom Kelly
    • Date: Feb 1999
    • Competency: Leadership; Leadership>Mentoring; Relationship Management>Relationships and trust; Results-Oriented Solutions
    • Publication Name: International News
    • Topics: Actuarial Profession>Ethics; Actuarial Profession>Professional development; Global Perspectives