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  • Marketing Research: Actuaries Serving Individuals

    Marketing Research: Actuaries Serving Individuals A study funded by the Committee on Finance Research of the Society of Actuaries on actuaries serving individuals. Focus would be on consulting to ...

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    • Authors: Teresa Winer, Susan Nassar
    • Date: Aug 1999
    • Competency: Professional Values>Public interest representation
    • Topics: Actuarial Profession

  • The Impact of Investment Advice Regulations on Personal Actuaries

    The Impact of Investment Advice Regulations on Personal Actuaries Paper on the impact of investment advice regulations on personal actuaries. Investment policy; 7168 06/01/2005 05:00:00 ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: Jun 2005
    • Competency: Professional Values>Practice expertise
    • Topics: Actuarial Profession>Alternative careers; Public Policy

  • The Role of the Personal Actuary

    The Role of the Personal Actuary Discusses what a personal actuary is and what one typically does. The Role of the Personal Actuary There are many new career options available for actuaries. One ...

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    • Authors: James C Brooks, Teresa Winer
    • Date: Aug 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Alternative careers

  • Actuary of the Future Newsletter, June 1999 - Issue 8

    Actuary of the Future Newsletter, June 1999 - Issue 8 Complete Actuary of the Future newsletter from June 1999. 25363 06/01/1999 05:00:00 ...

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    • Authors: Paul Bruce, John Christensen, Kristie Doll, John A MacBain, Teresa Winer, Dorn Swerdlin, Brian Benton
    • Date: Jun 1999
    • Publication Name: Actuary of the Future

  • Actuary of the Future, May 2003 - Issue 14

    Actuary of the Future, May 2003 - Issue 14 Complete Actuary of the Future newsletter for May 2003. 25365 05/01/2003 05:00:00 ...

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    • Authors: Michael Kaster, Teresa Winer, Dorn Swerdlin, Kristine Henderson, Sudha Shenoy, Adrian R Pask, James Lam
    • Date: May 2003
    • Publication Name: Actuary of the Future

  • The Impact of Investment Adviser Regulations on Personal Actuaries

    The Impact of Investment Adviser Regulations on Personal Actuaries This paper considers the problem of actuaries acting as advisers to individuals. This activity is covered by regulations, ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: May 2007
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Qualifications

  • The Impact of Investment Advice Regulations on Personal Actuaries

    The Impact of Investment Advice Regulations on Personal Actuaries This paper, part of the Society of Actuaries [SOA} ‘Research Projects – Finance/Investment,’ sponsored by the SOA's Committee ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: Aug 2005

  • How to Communicate with the SOA - A Report from the Board of Governors

    How to Communicate with the SOA - A Report from the Board of Governors A report from the Board of Governors on the structures in place, including the Issues Advisory Council, for communicating ...

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    • Authors: Teresa Winer
    • Date: Jun 2006

  • The Impact of Investment Adviser Regulations on Personal Actuaries

    The Impact of Investment Adviser Regulations on Personal Actuaries This paper reviews state and federal regulation of investment advisers as it applies to personal actuaries and advocates action ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: May 2007
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Alternative careers

  • Board Report the Actuary of the Future Section Members

    Board Report the Actuary of the Future Section Members As the Board member partner assigned to work with the Actuary of the Future Section as of March 2005, I am reporting to you about several ...

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    • Authors: Teresa Winer
    • Date: Oct 2005
    • Competency: External Forces & Industry Knowledge>General business skills
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Professional development
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