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  • From the Editors

    From the Editors Technical expertise, the hallmark of our profession, is a necessary but not sufficient condition for success. Over time this statement has become more relevant. By Carlos ...
    • Authors: Stephen James, Carlos Sanchez-Fuentes
    • Date: Aug 2014
    • Competency: Communication; Leadership>Mentoring; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills
  • Starting Meetings Right

    Starting Meetings Right Start your meetings right, and they are more likely to end right. Remember OARRs (Outcomes, Agenda, Roles and Rules). ; by Jay W. Vogt Start your meetings right, and they ...
    • Authors: Jay W Vogt
    • Date: May 2012
    • Competency: Communication>Active listening; Communication>Persuasive communication
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development
  • From The Editors

    From The Editors A description of the articles in the February 2014 issue of Independent Consultant.By Carlos Fuentes and Stephen James ; By Carlos Fuentes and Stephen James In this issue of the ...
    • Authors: Carlos Sanchez-Fuentes
    • Date: Feb 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • From The EAS Chairperson: Service and Change Are the Continued Emphasis

    From The EAS Chairperson: Service and Change Are the Continued Emphasis The cross-section of articles in this edition of The Independent Consultant continue to build on the themes of "service" ...
    • Authors: Nickolas Ortner
    • Date: Aug 2014
    • Competency: Communication; External Forces & Industry Knowledge>General business skills; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • From the Chairperson: The Progress Continues

    From the Chairperson: The Progress Continues It is hard to believe we are just about halfway through the current council year. We are making good progress with our initiatives that I described in ...
    • Authors: Kevin Pledge
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development
  • Helpful Resources for Small Office / Home Office Firms

    Helpful Resources for Small Office / Home Office Firms This article gives a listing of outside vendors and resources for supporting a small office. Resources include IT support, organizations, ...

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    • Authors: William R Ely
    • Date: Jan 2009
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • Estate Planning: Minimize Your Estate and Taxes Via a GRAT

    Estate Planning: Minimize Your Estate and Taxes Via a GRAT In this article, the author discusses an estate planning strategy that is extremely effective in an environment of low interest rates ...

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    • Authors: Robert M Russell
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession
  • Is Self-Insurance the Right Choice for Your Practice’s Short-Term Disability Program?

    Is Self-Insurance the Right Choice for Your Practice’s Short-Term Disability Program? The author discusses group short-term disability or STD programs, including the advantages and disadvantages ...

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    • Authors: Jim Mooradian
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Independent Consultant
    • Topics: Health & Disability>Disability insurance
  • Issue Notes from the Editor

    Issue Notes from the Editor These 'Notes from the Editor' offer a run-down of topics covered in the August 2011 issue of The Independent Consultant, the newsletter of the ...

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    • Authors: William Ely
    • Date: Aug 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession
  • Academic Actuaries

    Academic Actuaries An interview featuring Jeff Zheng, an actuary-in-residence and assistant professor of practice at the University of Notre Dame in the Applied and Computational Mathematics and ...
    • Authors: Jeffrey Zheng
    • Date: Feb 2016
    • Competency: Leadership>Mentoring; Leadership>Thought leadership
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Management skills