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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
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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
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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
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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
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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
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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, ...- Authors: William R Ely
- Date: Jan 2009
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Independent Consultant
- Topics: Actuarial Profession>Entrepreneurism
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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 ...- Authors: Robert M Russell
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: The Independent Consultant
- Topics: Actuarial Profession
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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 ...- Authors: Jim Mooradian
- Date: Feb 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: The Independent Consultant
- Topics: Health & Disability>Disability insurance
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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 ...- Authors: William Ely
- Date: Aug 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: The Independent Consultant
- Topics: Actuarial Profession
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The Personal Actuary: A New Star in the Universe of Financial Advisors
The Personal Actuary: A New Star in the Universe of Financial Advisors This article discusses the services a personal actuary can provide. Financial planning;Retirement planning; <!-- ...- Authors: Paul Richmond
- Date: Jan 2007
- Competency: External Forces & Industry Knowledge
- Publication Name: The Independent Consultant
- Topics: Actuarial Profession>Entrepreneurism