Announcement: SOA releases passing candidate numbers for September 2024 Exam SRM.

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  • Rate Increase Approaches Impact LTC Policyholder Behavior
    Rate Increase Approaches Impact LTC Policyholder Behavior Approaches to filing, ... coverage. Long-term care insurance=LCTI;Long-term care policies;Long-term care=LTC;Nonforfeiture benefits;Policyholder ...

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    • Authors: Raymond Nelson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: General Insurance (Property & Casualty)>Policyholder behavior - General Insurance; Long-term Care>Long-term care insurance
  • Editorial
    benefits market. Human Nature and the U.S. Health Care System, Part IV. This is the fourth and last installment ... interactions of those who participate in the U.S. health care system. We are interested in your feedback and ideas ...
    • Authors: Carlos Eduardo Fuentes, Chris Greig
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; Leadership>Change management; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Economics>Health economics; Economics>Macroeconomics
  • Life and Casualty Company Organization for the 1980's
    The second major engine of change is technology, primary information management and communication systems ... movers that I have just mentioned obviously have a direct relationship to insurance marketing and distribution ...

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    • Authors: Jack V Masterman, C Norman Peacor, C David Silletto, Frank W. Barsalou
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Expenses - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Capital - Life Insurance; Life Insurance>Whole life; Public Policy; Technology & Applications
  • How to Turn Suspects Into Prospects
    How to Turn Suspects Into Prospects By Ray Mascola Communication;Operational Management;Time ... priorities. By actively listening you show that you care and in the process you develop credibility and trust ...
    • Date: May 2017
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; 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>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Life and Casualty Company Organization for the 1980's
    the casualty industry, I think there are three primary powerful engines of change which are affecting ... laws_ etc. As time goes on, agents will have more direct access to operating systems in the home office ...

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    • Authors: George R Dinney, Ardian Gill, Frank W. Barsalou, Robert W. Rever
    • Date: Apr 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Expenses - Life Insurance; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Capital - Life Insurance; Technology & Applications
  • DOL Fiduciary Regulation - Where are We Now?
    September 2017 Issue 75 10 | SEPTEMBER 2017 NEWS DIRECT DOL Fiduciary Regulation—Where are We Now? ... industry service providers SEPTEMBER 2017 NEWS DIRECT | 11 who advocate for delays, substantial revisions ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
  • The Possible Effects of Negative Interest Rates on the U.S. Life Insurance Industry
    The Possible Effects of Negative Interest Rates on the U.S. Life Insurance Industry Impact of low ... Industry 18 | JUNE 2017 PRODUCT MATTERS long-term care and annuities via the assessment process’ rate ...

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    • Authors: Simpa Baiye, Richard de Haan
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Product Matters!
    • Topics: Finance & Investments>Asset liability management; Finance & Investments>Portfolio management - Finance & Investments
  • Getting Strategic About Risk Management: How Business Can Move Forward Through Greater Risk Awareness
    Getting Strategic About Risk Management: How Business Can Move Forward Through Greater Risk Awareness ... position.  The Patient Protection and Affordable Care Act is reshaping the health insurance market, as ...

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    • Authors: Lou DiSerafino
    • Date: Aug 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Compliance; Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Portfolio management - ERM; Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Finance & Investments>Risk measurement - Finance & Investments