Description: A study funded by the Committee on Finance Research of the Society of Actuaries on actuaries serving individuals. Focus would be on consulting to private individuals to assist with retirement issues as well as other insurance related issues.

Description: Paper on the impact of investment advice regulations on personal actuaries.

Description: Complete Actuary of the Future newsletter from June 1999.

Description: Complete Actuary of the Future newsletter for May 2003.

Description: A report from the Board of Governors on the structures in place, including the Issues Advisory Council, for communicating issues and ideas to the SOA.

Description: This paper reviews state and federal regulation of investment advisers as it applies to personal actuaries and advocates action steps.

Description: Complete Actuary of the Future newsletter from October 2005.

Description: Discusses results of author's recent survey of professionals in the viatical and life settlement, a.k.a. secondary insurance industry, to discover how actuaries could best serve this particular business.

Description: Discusses what a personal actuary is and what one typically does.

Description: This paper considers the problem of actuaries acting as advisers to individuals. This activity is covered by regulations, discussed in the paper, that currently recognize other professions but not actuaries. The paper recommends that actuarial organizations lobby the relevant legislative and regulatory bodies to provide actuaries pursuing an investment-focused career path with the same exemption status as other professionals.