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: Full version of The Actuary Newsletter Volume 37, Number 7 - September 2003

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.

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: From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23, 2000 This session provided an update on the progress of the American Academy of Actuaries task force charged with developing a long-term strategic approach for marketing the profession to future users of actuarial services and to strategically position and strengthen the profession.

Description: Introduction to the field of the Personal Actuary. The session presented what a personal actuary does that is different from traditional consulting what skills actuaries presently have that are relevant what skills need to be enhanced potential clients of a personal actuary and how an aspiring personal actuary can secure a client base and a potential financial model for a practicing personal actuary. A panel of practicing personal actuaries share case studies from their work.

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.