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

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  • What is Unfair Discrimination in General Insurance Rating? A Regulator’s Perspective
    What is Unfair Discrimination in General Insurance Rating? A Regulator’s Perspective What makes a rate excessive, inadequate or unfairly discriminatory under state law? By Michael McKenney Data ...
    • Authors: MICHAEL PATRICK MCKENNEY
    • Date: Dec 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions
    • Publication Name: General Insurance Insights
    • Topics: General Insurance (Property & Casualty)>Pricing/ratemaking - General Insurance; Public Policy
  • ACLI Update
    ACLI Update Changes to AG 43 and what that might mean for tax purposes. Also, summary of IRS Notice 2016-63 (provides safe harbor tax guidance on use of 2017 CSO tables). PBR;Taxes;Annuity ...

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    • Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Influence decisions
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • Risk Theory Applications To Experience Rating Group Health Insurance
    Risk Theory Applications To Experience Rating Group Health Insurance Presenter offers ways in which actuaries might set credibility levels to be used by underwriters to set group health insurance ...

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    • Authors: Charles S Fuhrer
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Health & Disability>Health insurance; Modeling & Statistical Methods>Estimation methods
  • Commercial Health Care: What’s Next?
    Commercial Health Care: What’s Next? This article contains excerpts from the first three articles that were released through the strategic initiative - Commercial Health Care: What’s Next? health ...

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    • Date: Oct 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Health Watch
    • Topics: Health & Disability>Health insurance; Public Policy; Public Policy
  • Canadian Reinsurance Conference 2016 ReDefining Leadership
    Canadian Reinsurance Conference 2016 ReDefining Leadership 2016 marks the 60th anniversary of the Canadian Reinsurance Conference. This one day industry meeting hosting delegates from North ...

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    • Authors: Francois Lemieux
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Leadership>Influence; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Relationship Management>Team leadership; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Reinsurance News
    • Topics: Long-term Care>Medical expenses; Pensions & Retirement>Assumptions and methods; Public Policy; Reinsurance>Health reinsurance; Reinsurance>Life reinsurance; Reinsurance>Long-term care reinsurance; Reinsurance>Marketing and distribution - Reinsurance; Reinsurance>Pricing - Reinsurance; Reinsurance>Product development - Reinsurance; Technology & Applications>Analytics and informatics
  • Fundamental Investment Principles of DC Option Selection Prove Optimality of Stable Value
    Fundamental Investment Principles of DC Option Selection Prove Optimality of Stable Value The article compares the return characteristics, return, volatility, and correlation, to that of other ...

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    • Authors: Paul Donahue
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Influence decisions
    • Publication Name: Pension Section News
    • Topics: Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments
  • Medicare Testimony - Actuary Addresses Congressional Subcommittee
    Medicare Testimony - Actuary Addresses Congressional Subcommittee Summary of testimony by an AAA Board member before a congressional subcommittee, as an expert on risk assessment and adjustment, ...

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    • Authors: Jacqueline Bitowt
    • Date: Apr 1997
    • Competency: Communication>Oral communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Influence; Professional Values>Public interest representation; Strategic Insight and Integration>Influence decisions
    • Publication Name: The Actuary Magazine
    • Topics: Health & Disability>Health risks; Health & Disability>Payment models; Public Policy; Social Insurance>Medicare
  • How to Turn Suspects Into Prospects
    How to Turn Suspects Into Prospects By Ray Mascola Communication;Operational Management;Time Management ;Management Skills ;Entrepreneurism By Ray Mascola Learning any skill takes commitment, ...
    • 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
  • What is Required to Improve Retirement Income Security?
    What is Required to Improve Retirement Income Security? The article endorses broader use of lifetime income in DC plans. It explains why the use of DB plans will continue to decline. The article ...

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    • Authors: Paul Donahue
    • Date: Sep 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy
  • ReFocus 2018 – A “Predictable Surprise”
    ReFocus 2018 – A “Predictable Surprise” Summary of the ReFocus 2018 Conference, jointly sponsored by the American Council of Life Insurers and the SOA. 6442482245 5/1/2018 12:00:00 AM ...

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    • Authors: Ronald Klein
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Results-Oriented Solutions>Actionable recommendations; 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; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: International News
    • Topics: Actuarial Profession>Professional development; Experience Studies & Data>Mortality