Announcement: SOA releases passing candidate numbers for May 2021 Exam SRM.

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  • The Sustainability of the New American Entitlement: Actuarial Values and the ACA
    The Sustainability of the New American Entitlement: Actuarial Values and the ACA The article ... viewpoints. Social insurance;Funding policy;Health care reform;Health economics 6442471771 9/1/2016 12:00:00 ...

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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
  • How to Turn Suspects Into Prospects
    How to Turn Suspects Into Prospects By Ray Mascola Communication;Operational Management;Time ... priorities. By actively listening you show that you care and in the process you develop credibility and trust ...
    • 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
  • A Portfolio Approach to Retirement Income Security
    unforeseen expenses, such as medical or long-term care • Preserve the ability to apply unused funds as ... face significant risks for medical and long-term care expenses. In theory, both of these risks can be ...

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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
  • ERM in Five Words Part 1: Resilience, Transparency
    the firm. 3. Alignment—consistency between the primary strategic objectives of the firm and the objectives ... manage- ment programs, so that ERM supports the primary goals of the firm. 4. Adaptability—planning to ...

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    • Date: Dec 2017
    • Competency: Communication>Persuasive communication; Leadership>Influence; 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>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Financial management; Enterprise Risk Management>Strategic risks
  • Designing and Communicating Retirement Plans for "Humans"
    like in 10 or 20 years to motivate them to take care of their future self. ADVANTAGES TO RETIRING WORKERS ... aging workforce. It demonstrates that employers care about key life issues facing their older workers ...

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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