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

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  • Considerations for Indexed Universal Life under PBR
    Considerations for Indexed Universal Life under PBR The article highlights key considerations as companies begin to reserve for their IUL products under PBR. principles-based reserves ...

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    • Authors: Ye Yang, Erzhe Zhang, Nicholas Dunn
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • An Interview with the 10% Entrepreneur
    An Interview with the 10% Entrepreneur An interview with Patrick McGinnis, author of The 10% Entrepreneur. Readers will glean some of McGinnis’ insights and understand how they can apply ...
    • Authors: Stephen J Camilli
    • Date: Aug 2016
    • 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; Leadership>Professional network leverage; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills
  • New Forms of Individual Disability Products
    New Forms of Individual Disability Products Panel explores new disability products offered by writers of individual disability insurance and the ways in which these products connect with other ...

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    • Authors: Robert Beal, Jena Breece, Lisa Forbes, Raza Zaidi
    • Date: Jun 1999
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Experience Studies & Data>Disability; Health & Disability>Accident insurance; Health & Disability>Critical illness insurance; Health & Disability>Disability insurance
  • 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
  • Line-of-Business Management for Long-Term-Care Insurance
    Line-of-Business Management for Long-Term-Care Insurance Panelists discuss the characteristics of and impediments associated with effective management of the long term care insurance market, ...

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    • Authors: Robert Yee, Andrew Herman, Deborah A Grant, Craig Shigeno
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Demography>Longevity; Experience Studies & Data>Long-term care - Experience Studies & Data; Long-term Care; Long-term Care>Long-term care insurance
  • A Neurologist's Deep Dive into Insurtech
    A Neurologist's Deep Dive into Insurtech Overview on current trends in medical practice impacting the LTC insurance business with a focus on dementia, risk stratification, and predictive ...

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    • Authors: Anitha Rao
    • Date: Apr 2018
    • Competency: 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; Leadership>Thought leadership; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: Actuarial Profession>Entrepreneurism; Economics>Health economics; Economics>Macroeconomics; Experience Studies & Data>Long-term care - Experience Studies & Data; Long-term Care>Long-term care insurance; Predictive Analytics; Technology & Applications>Analytics and informatics