Patrick Ring, ASA, EA, MSPA, MAAA, ACA and Cheryl Krueger, CFP and founder of Growing Fortunes Financial Partner, LLC discuss the role of actuaries as financial planners, focusing on retirement planning.  

Do you know how to navigate to sustainable success? Aree Bly, alignment coach for the analytical mind, shares the idea of the alignment landscape with Dave Dillon. With this model, you can make intentional decisions about the direction of your career. Finding your allies, and being an ally to others is a key component to that success at every stage of the actuarial path. 

In this episode, we get to hear from Ryan, a rising star in the world of Model Risk Governance about his career, how he got into risk management, and where he sees the industry going.

Jackie Lee and Jennifer Gillespie, SOA President-Elect for the 2021-2022 term, discuss her background, goals, expected challenges, and that which excites her as she steps into her new role.  Actuaries of all backgrounds will appreciate the advice provided, including overcoming being less knowledgeable on a topic, and to be open to risk as an individual. 

Flick Fornia discusses the 2021 Social Security Trustees Report with Steve Goss and Karen Glenn

Initiative 18|11 intended to shift our focus towards healthcare efficiency. What can the US learn from other countries’ healthcare systems? How are other countries more efficient than the US? Jackie Lee talks with Traci Hughes about her recent article in which five countries among those debated as having some of the most efficient healthcare systems were selected to research further into their healthcare efficiencies. They discuss how those strategies may or may not be effective in the US.

Jackie Lee chats about the SOA Health Section Council (HSC) with its Vice Chair, Doug Norris, FSA at Milliman.  Together, they discuss how the HSC is relevant to your actuarial career beyond the Health Meeting, Listservs, podcasts and HealthWatch newsletter.  Topics discussed include efforts with continuing education, strategic initiatives (such as Initiative 18|11, Managed Care 3.0, Pharmacy series, and social determinants of health,) and networking.  Whether you’re still in exams or a seasoned actuary, learn about how you can use the HSC to your advantage, from research access or contribution, to volunteering, and what’s in the HSC pipeline that will also be beneficial.

Jeff Anderson of Milliman discusses his recent efforts related to LTC morbidity experience studies. Observed trends and future considerations are also discussed.

“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” – Mark Twain. This podcast, featuring Kevin Durand and Randall Stevenson, focuses on Cognitive Bias and Behavioral Economics. Randall conveys many examples of cognitive bias and discusses applicability to the insurance industry. 

Show Notes

Contact Information, Kevin Durand: [email protected]

Contact Information, Randall Stevenson: [email protected]

For further information, Randall has authored an SOA Report in April 2019 titled “Actuarial Utility and Preference Functions.” He has also written an article for Contingencies January/February 2020 called “Predictably Irrational.”

If interested in learning more about behavioral economics, the University of Toronto has a free online course through EdX.

Host Anders Larson, FSA, MAAA, is joined by Ben Wyatt, a security and compliance manager at Milliman, to discuss considerations around data security in the cloud. Ben and Anders discuss a variety of real and perceived risks related to data access and storage in the cloud, such as HIPAA compliance, performance on security audits, threats from hackers or other malicious actors, and other scenarios that could lead to data loss.