Description: This paper, part of the Society of Actuaries [SOA} ‘Research Projects – Finance/Investment,’ sponsored by the SOA's Committee on Finance Research, examines state and federal regulations that may pose a competitive disadvantage for actuaries providing personal investment advice. The report was initiated by the Task Force on the Personal Actuary.

Description: As the Board member partner assigned to work with the Actuary of the Future Section as of March 2005, I am reporting to you about several topics that may interest the section membership for this newsletter. Many of you have already received a lot of information and/or have read articles about the strategic plan, the image campaign, the reorganization of the SOA by sections versus practice areas and other large efforts underway at the SOA. There are many other things going on that are exciting, so I will focus on sharing other issues with you that may be less well known.

Description: Full version of The Independent Consultant Newsletter, June 2006, Issue No. 11.

Description: The purpose of this research project was to survey professionals in the viatical and life settlement a.k.a. secondary insurance industry to discover how actuaries could best serve this particular business.

Description: This paper, part of the Society of Actuaries [SOA} ‘Research Projects – Finance/Investment,’ sponsored by the SOA Committee on Finance Research, is the result of research done to determine the viability of actuarial counseling. It explores some of the newer markets for actuarial services. Input was gathered from two focus groups, one consisting of a group of retirees and another composed of a group of professionals.