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  • 2019 Elected Board Member Candidate
    individual annuity business of Prudential Financial. Primary Area of Practice: Life and Annuity Other Areas ... clearly link SOA’s strategic decisions to their direct impacts on the front-lines. Leadership Skills : ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
  • 2019 Board Member Candidate
    regulators, and other quasi-governmental agencies. Primary Area(s) of Practice: I am a qualified life and ... Health Care System: Righting an Inversion”, Visions for the Future of the U.S. Health Care System, Society ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
  • Climate Change, Emerging Risks and Retirement Security
    was lucky to have friends who made arrangements to care for her. Fortunately, someone decided to store her ... insurance to keep going and whose business was their primary asset. Understanding Hurricanes and Insurance Hurricane ...

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    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks
  • Optimizing QDIAs for Retirement
    see below. The study defines retirement as: “A primary worker is identified for each household. For couples ... higher Social Security earnings is the assigned primary worker as he/she has higher average lifetime earnings ...

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    • Authors: Paul Donahue
    • Date: Jun 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
  • Working Longer: How and When We Retire
    are offered much less frequently, the Affordable Care Act has reduced the economic necessity of staying ... the health plans offered through the Affordable Care Act markets can be quite expensive, except for people ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Demography>Mortality - Demography; Demography>Longevity; Demography>Population data; Pensions & Retirement
  • Candidate Questionnaire
    pricing, reinsurance, etc) and risk management Primary Area of Practice: Life Insurance, Risk Management ... issues where I had disagreements with the actions of direct supervisors and had to decide whether to disclose ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
  • Candidate Questionnaire
    Club of Hartford & Springfield (400+ members). Primary Area of Practice: Life, Finance Why do you want ... In my current Chief of Staff role, one of my primary responsibilities is overseeing the strategic planning ...

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    • Date: Jun 2020
  • Assumption Governance and Setting Assumptions in Illustration Actuary Testing
    emerges. Direct Sales Expenses This is defined as agent commissions, overrides and other direct compensation ... double count by including anything that was in direct sales expenses. There are three options, some of ...

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    • Authors: Mark C Rowley
    • Date: Mar 2021
  • Predictive Analytics Case Study: David Sotelo, FSA, MAAA
    a decade of traditional actuarial work in health care, David Sotelo was seeking a new kind of opportunity ... a decade of traditional actuarial work in health care, David Sotelo found his opportunity to make a new ...

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    • Authors: Society of Actuaries
    • Date: Aug 2019
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Topics: Actuarial Profession>Alternative careers; Predictive Analytics
  • Provider Networks – Actuarial Perspective on Performance In and Out of Exchanges
    aspects of provider network performance in health care settings with particular focus on experiences with ... with Exchanges. health insurance exchanges;health care reform;Provider Networks The Health Section Research ...

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    • Authors: Society of Actuaries
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Health & Disability>Health insurance