Nina Shepard

Solving tomorrow’s challenges starts with a diverse view of your business. https://lnkd.in/eqKGN9E4 #WTWPerspective #WorkTransformation

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Organizations can optimize their insurance programs with a fully integrated approach that addresses both risks and costs https://lnkd.in/e9Nt7uBD #ASmarterWayToRisk #RiskManagement #RiskTolerance #WTWPerspective

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Psychological safety at the workplace supports the emotional wellbeing and mental health of your employees, which fosters greater innovation and productivity https://lnkd.in/dSGEbSc4 #EmployeeWellbeing #EmployeeExperience #MentalWellbeing #MentalHealthMonth #WTWPerspective

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🌏 It's a big world full of lessons to learn, and today we are focusing on knowledge coming from Japan. What can other regions learn from its experience with comprehensive cancer coverage? RGA expert Manson Choi examines the lessons and provides insights that can be applied globally. https://gag.gl/79oSuq

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In today's evolving landscape, actuaries are being called upon to develop diverse management skills alongside their technical expertise. But how can we integrate these practices into our work while emerging as leaders? 🤔 Join Caroline Blouin, FCIA, along with leadership experts Vince Brewerton, Mike Lipkin, and Ari Kaplan on Seeing Beyond Risk as they share valuable insights on becoming a more effective and dynamic leader. 🎧 #Actuaries #Leadership #Management #ProfessionalDevelopment

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Did you know that the bulk of ABCD's work actually centers on "C"—counseling? We break down the key steps actuaries need to take when seeking guidance and reveal the most common issues discussed. Don't miss this essential read for insights into how actuaries navigate the counseling process!  #ActuarialReview https://lnkd.in/eCkwwECs

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How is the work-from-home movement impacting actuaries? Our recent survey found that while hybrid and home working have broadly improved work-life balance, they have also led to increased working hours for many. Read the full piece in Insurance Business UK: https://lnkd.in/ddiZmTmS

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Innovative health plan models and lifestyle benefits are on the rise. Employers must balance cost-cutting measures with employee satisfaction. Our report offers insights into meeting these diverse priorities. Read our insights 🔗 https://lnkd.in/er3G5DzN #TheBaldwinGroup #ProtectingThePossible #EmployeeBenefits

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Is Power of Platinum (POP) with Mark Halpern CFP, TEP, MFA-P and Jim Ruta FDFS right for you? Find out why successful Life Insurance and Investment advisors recommend our unique mentoring/coaching program and learn too how to become an expert in Strategic Philanthropy and HNW Life Insurance Sales. Our next group starts on Oct. 15th 2024. See comments section below for link to learn more and to register. ___ Power Of Platinum Profiles Mary Chow Ivanovic CPA, CGA, CPA (Del.), CGMA, CLU, MFA-P The Money Dojo [email protected] www.marychow.ca 1. How long have you been in business? My real start was in 2013, when my business partner/husband, Ivan Ivanovic MBA, CFP, CLU, left for France to pursue his MBA with specialization in Finance. 2. When and why did you join POP? Mark Halpern CFP, TEP, MFA-P was a guest speaker at one of the CALU - The Conference for Advanced Life Underwriting events and he mentioned the POP program. I asked Ivan for his opinion and he encouraged me to invest in myself and learn from Mark, who is one of the most successful advisors in Canada. I was one of the early adopters, I joined POP in 2021 and returned year after year as it helps me to reinforce my knowledge and provides me with exposure to eye-opening skills. After working in the industry for a number of years and experiencing success, I felt that I needed another “push” to make the success more of a permanent state and to get to the next level. This is one of the reasons I joined POP. 3. What benefits did you get out of it? I’ve learned the path to success: have the desire, get help, think big and invest in yourself. Mark’s mentoring and coaching have benefited me greatly. I now feel confident and calm in all client situations after adopting POP’s interview process – it’s a game changer! I can better articulate and demonstrate value I bring to the table. Helping clients understand their current situation, observing them participate in the process and visualize solutions is very powerful, it turns relationships into true partnerships. Last year, I was invited to speak about my growth journey at the Financial Horizons Ltd. (my MGA) Ontario Regional Summit. I was excited and proud to share my POP experience and explain how it contributes to my success. 4. Why do you recommend it to other advisors? For anyone who is committed to personal and professional growth and for those who are in the advisory business and are looking to grow and work on the business instead of in the business, POP will take you to the next level.

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Is Power of Platinum (POP) with Mark Halpern CFP, TEP, MFA-P and Jim Ruta FDFS right for you? Find out why successful Life Insurance and Investment advisors recommend our unique mentoring/coaching program and learn too how to become an expert in Strategic Philanthropy and HNW Life Insurance Sales. Our next group starts on Oct. 15th 2024. See comments section below for link to learn more and to register. ___ Is Power of Platinum (POP) with Mark Halpern CFP, TEP, MFA-P and Jim Ruta FDFS right for you? Find out why successful Life Insurance and Investment advisors recommend our unique mentoring/coaching program and learn too how to become an expert in Strategic Philanthropy and HNW Life Insurance Sales. Our next group is starting Oct. 15th 2024. See comments section below for link to learn more and to register. ____ Power Of Platinum Profiles @Anthony Gordon [email protected] artofretirement.ca askanthonygordon.ca 1. How long have you been in business? I've been an advisor with FiduSure Financial for five years. 2. When and why did you join POP? I joined POP after attending an incredibly informative masterclass with Mark Halpern CFP, TEP, MFA-P and Jim Ruta FDFS. The value I gained from just that one session convinced me that a year-long program would be even more beneficial. 3. What benefits did you get out of it? I learned advanced financial planning and practice management strategies that help clients save on taxes now and in the future. 4. Why do you recommend it to other advisors? I recommend POP because it offers advisors the opportunity to learn from two highly experienced and knowledgeable experts about advanced tax planning strategies. ___

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Is Power of Platinum (POP) with Mark Halpern CFP, TEP, MFA-P and Jim Ruta FDFS right for you? Find out why successful Life Insurance and Investment advisors recommend our unique mentoring/coaching program and learn too how to become an expert in Strategic Philanthropy and HNW Life Insurance Sales. Our next group starts on Oct. 15th 2024. See comments section below for link to learn more and to register. ___ Power Of Platinum Profiles Mary Chow Ivanovic CPA,CGA,CPA (Del.),CGMA,CLU,MFA-P The Money Dojo [email protected] www.marychow.ca 1. How long have you been in business? My real start was in 2013, when my business partner/husband, Ivan Ivanovic MBA, CFP, CLU, left for France to pursue his MBA with specialization in Finance. 2. When and why did you join POP? Mark Halpern CFP, TEP, MFA-P was a guest speaker at one of the CALU - The Conference for Advanced Life Underwriting events and he mentioned the POP program. I asked Ivan for his opinion and he encouraged me to invest in myself and learn from Mark, who is one of the most successful advisors in Canada. I was one of the early adopters, I joined POP in 2021 and returned year after year as it helps me to reinforce my knowledge and provides me with exposure to eye-opening skills. After working in the industry for a number of years and experiencing success, I felt that I needed another “push” to make the success more of a permanent state and to get to the next level. This is one of the reasons I joined POP. 3. What benefits did you get out of it? I’ve learned the path to success: have the desire, get help, think big and invest in yourself. Mark’s mentoring and coaching have benefited me greatly. I now feel confident and calm in all client situations after adopting POP’s interview process – it’s a game changer! I can better articulate and demonstrate value I bring to the table. Helping clients understand their current situation, observing them participate in the process and visualize solutions is very powerful, it turns relationships into true partnerships. Last year, I was invited to speak about my growth journey at the FINANCIAL HORIZONS LTD. (my MGA) Ontario Regional Summit. I was excited and proud to share my POP experience and explain how it contributes to my success. 4. Why do you recommend it to other advisors? For anyone who is committed to personal and professional growth and for those who are in the advisory business and are looking to grow and work on the business instead of in the business, POP will take you to the next level.

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New webinar by the International Actuarial Association on #diversity next week: "Why embracing diversity can be just what the actuarial profession needs!" Join this insightful session with Tonya Manning, Kirsten Sasady📌, and Frank Schiller on April 22. • It's not just about diversity for diversity's sake but a strategic approach to stay ahead in an increasingly complex and interconnected world. • Embracing diversity can make actuaries more relevant and adaptable in an ever-evolving job market. • The strategic advantages of diversity leadership and its potential to enhance the relevance of actuaries as the world faces new economic and societal challenges. • Organisations achieve better results when they adapt to leverage different backgrounds and disciplines 🎫 Register now for free: https://lnkd.in/eydMNDKi

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Our claims function can help you navigate complicated claims processes, optimize your recovery and get you back in business quickly https://ow.ly/fmMQ30sGgHC #ASmarterWayToRisk #BusinessInterruption #PropertyDamage #CyberRIsk #WTWPerspective

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🌟 Maximize Your Actuarial Career Potential with rADIant! 🌟 Are you ready to take your interview skills and resume to the next level? With rADIant, you can simulate real interview scenarios, receive personalized resume feedback, and prepare for success in the actuarial field. Whether you're just beginning or further along in your actuarial journey, rADIant provides the tools you need to succeed. Check it out using the link down below! #ActuarialScience #CareerSuccess #InterviewPrep #ResumeTips #ActuarialStudents #ADI #rADIant #CareerDevelopment #LeadershipDevelopment #ActuarialExams #NetworkingOpportunities #ActuarialRecruiting #ResumeBuilding #ProfessionalSkills #JobSearch #InternshipOpportunities #Actuary #FutureActuary #SOA #CAS #InterviewSuccess #ProfessionalGrowth #CareerGoals #IndustryInsights #StudentLeadership #InterviewPractice #SoftSkills #CareerReadiness #JobOpportunities #ActuarialJobs #ActuarialCareers #SuccessInActuarial #ActuarialProfession #ActuarialNetworking #ActuarialLeadership #StudentSuccess #CareerCoaching #ActuarialClub #ResumeReview #MockInterview #CareerMentorship #Headhunting #RecruitingTalent #FutureOfWork #ActuarialRecruitment #HiringActuaries #JobOpportunities #InterviewSkills

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Kevin Kerridge, CEO of Hiscox USA, talks about how small business owners want to get on with running their business, not with dealing with their insurance. They want the right coverage, fast, with confidence, and then let them get back to building their company. Hiscox has tried to help these business owners have that confidence to build their livelihood by taking the risks involved off their minds. Watch the clip at https://lnkd.in/ekFrJUMu and catch the full episode at https://lnkd.in/eHwyVTYK #futureofinsurance #insurtech #insurance #podcast

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What are the potential areas of policyholder behavior risk in indexed universal life products, and how can actuaries learn from lessons of the past? Nik Godon shares his insights in a new article. https://ow.ly/39pl50SpCNt #actuaries #WTWPerspective #InsuranceIndustry #insurance

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Following on from our attendance at the Conference of Consulting Actuaries - CCA Annual meeting, we share some fascinating insights from our team. 💡 Danielle Wilson and Matthew Leathem dive into two critical sessions that caught our attention and Mike Selby comments on his thoughts for Mantle’s future in the US.     🔄 "Shape of Things to Come.": A stark reality check on global demographics.     📊 "Small Plan Administration and Corrections.": Navigating the unique challenges of US retirement plans, from IRS correction programmes to in-house administration risks.      Want to learn more about how these global shifts affect retirement planning? Read our full insights via the link below 👇     🔗 https://lnkd.in/ePv6njTT    #CCA2024AM #RetirementPlanning #GlobalDemographics #PensionIndustry #MantleInsights 

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On this month’s blog, #CCA President, David Scharf, talks about what actuarial science, space exploration and weather forecasts have in common. Make sure to read his blog at: https://lnkd.in/g2jHiJGE #actuary #leadership #actuaries #blog

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