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  • End to End Assumption Documentation Practices

    End to End Assumption Documentation Practices On October 30, 2015, the SOA Assumption Development and Governance Group, an informal discussion group consisting of nearly 200 interested actuaries ...

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    • Authors: Alexander Zaidlin, Hua Li
    • Date: Mar 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data

  • Letter From the Editor

    Letter From the Editor Brief description of articles contained in the newsletter. Public sector pension plans;Social Security;Health care reform;Taxes=Taxation;Pension plan costs;Public employee ...

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    • Authors: Jeffery Rykhus
    • Date: Jan 2016
    • Competency: Communication>Written communication; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: In The Public Interest
    • Topics: Actuarial Profession>Best practices; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Public sector plans; Public Policy

  • The Salesman Who Doesn’t Sell

    The Salesman Who Doesn’t Sell Want to do business with agent Brian Greenberg? Drop that telephone. Don’t bother blocking out an afternoon appointment. No need to Google Map his office.By Corey ...
    • Authors: C Joseph Dahl
    • Date: Sep 2013
    • Competency: Communication>Difficult message delivery; Communication>Oral communication; Communication>Written communication; Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>Analytics and informatics; Technology & Applications>E-commerce

  • Reinsurance News, August 2014, Issue 79

    Reinsurance News, August 2014, Issue 79 View the complete issue for the August 2014 Reinsurance News newsletter. defined benefit plans=DB plans;Pension finance;longevity risk;Pension plan assets; ...

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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

  • Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions

    Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions How including the intent and rationale of the tax law in system specifications can lead to better ...

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    • Authors: Scott Koehler
    • Date: Oct 2017
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Best practices; Public Policy; Technology & Applications>Software

  • Recommendations for a Successful ACA Rate Filing

    Recommendations for a Successful ACA Rate Filing Summary of common mistakes made by actuaries developing ACA rate filings. Outlines correct approach to ACA rate filing process. Suggests Peer ...

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    • Authors: Joseph Slater
    • Date: Nov 2016
    • Competency: Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Health Watch
    • Topics: Actuarial Profession>Best practices; Health & Disability>Health insurance; Public Policy
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