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  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity

    Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that can be use to compare and assess strategies for ...

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    • Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
    • Date: Dec 2017
  • The Fatal Flaw

    The Fatal Flaw My day started out fine and then I hit the fatal flaw. I’m sure you know what I’m talking about. … By Lisa Boero Entrepreneurism=entrepreneurs By Lisa Boero My day started out fine ...
    • Authors: Lisa Boero
    • Date: Aug 2015
    • Competency: Relationship Management>Staff management and motivation
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • Life Insurance Distribution and the Middle Market

    Life Insurance Distribution and the Middle Market Over the last two years the Marketing and Distribution (MaD) council has made it a priority to address the ongoing issue of the underinsured ...
    • Authors: Adam Vanevenhoven
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Demography>Population data; Economics>Behavioral economics; Life Insurance>Marketing and distribution - Life Insurance
  • Receiving Feedback Gracefully

    Receiving Feedback Gracefully Knowing how to receive feedback gracefully is a critical skill in working life. It allows you to learn from constructive feedback and use it to improve. ; by Jay W.
    • Authors: Jay W Vogt
    • Date: Feb 2013
    • Competency: Communication>Active listening; Communication>Oral communication
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • From the Chairperson

    From the Chairperson An explanation of the section’s new name: Entrepreneurial and Innovation Section (E&I). By Tom Totten entrepreneurism=entrepreneurs By Tom Totten Our section has a ...
    • Authors: Thomas Totten
    • Date: Aug 2016
    • Competency: Leadership>Professional network leverage
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • Share Your Knowledge and General Insurance Experience, Become an Item Writer

    Share Your Knowledge and General Insurance Experience, Become an Item Writer The SOA is looking for actuaries with experience in general insurance (GI) or related areas to help us write GI exam ...
    • Authors: Society of Actuaries
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: General Insurance Insights
    • Topics: General Insurance (Property & Casualty)>Capital - General Insurance; General Insurance (Property & Casualty)>Claims - General Insurance; General Insurance (Property & Casualty)>Expenses - General Insurance; General Insurance (Property & Casualty)>Investment strategy - General Insurance; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; General Insurance (Property & Casualty)>Policyholder behavior - General Insurance; General Insurance (Property & Casualty)>Pricing/ratemaking - General Insurance; General Insurance (Property & Casualty)>Reserves - General Insurance; General Insurance (Property & Casualty)>Underwriting - General Insurance
  • Request for Session Proposals for Annual Meeting

    Request for Session Proposals for Annual Meeting The Society of Actuaries (SOA) is seeking proposals for session ideas from individuals and our section. If you have a proposal for the annual ...
    • Authors: Stephen Camilli
    • Date: Feb 2015
    • Publication Name: The Independent Consultant
  • The Mystery Of The SQL Cursor

    The Mystery Of The SQL Cursor I recently had the opportunity to use an SQL cursor for a project and realized how powerful and useful it is... ; by Dan Rachlis Have you ever wondered who used an ...
    • Authors: Daniel Rachlis
    • Date: Feb 2012
    • Publication Name: CompAct
  • Expanding Horizons for New Entrants to the Actuarial Field

    Expanding Horizons for New Entrants to the Actuarial Field By Jim Trimble I just finished my fifth year at the University of Connecticut, after working over 30 years in industry. This change ...
    • Authors: James Trimble
    • Date: Oct 2014
    • Publication Name: Expanding Horizons
  • Speaking “Data” Properly

    Speaking “Data” Properly This article is the third in a four-part series about eliminating the confusion with using data terminology. ; Part 3: Database Management by Dan Rachlis   Data ...
    • Authors: Daniel Rachlis
    • Date: Apr 2012
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: CompAct
    • Topics: Technology & Applications