Description: This article discusses new tax reporting requirements for transfers for value under section 6050Y. It also discusses changes to the transfer for value rule of section 101(a)(2) and (3), including the definition of a reportable policy sale.

Description: Executive Coach Marcel Schwantes demonstrated that applying daily practices of Servant Leadership is really the best way to engage workers to perform at a high level, which will improve the bottom line. Here Schwantes returns to kick-off a six part series that delves deep into the best practices of what a servant leader is, and does.

Description: The author reviews works from Greco-Roman literature from 800 B.C. to 400 A.D. and discusses how they relate to business and management, strategy and tactics.

Description: Cassie He and Kabeer Jhaveri invite Michael Frank, a health, accident and life actuary with 24 years of experience, to talk about his career experience, his insightful views on the room to growth for actuaries and also the changes happening to the profession.

Description: The authors take up two questions: • How do I create my Personal Development Plan? • How will the Competency Framework tool help me design my future?

Description: Updates on HPC activities, including new work groups for providing input to key players as health care reform moves on from the legislative phase into the regulatory phase, as well as ongoing activities of existing workgroups in financial reporting, long term care, stop loss, disease management, Medicare SUpplement, sovency, cancer claims experience, and risk adjustment.

Description: An overview of the various track topics and sessions in the 9th Annual ILTCI Conference.

Description: Gearing up-- exploring the rewards for completing the SoA Competency Framework tools of Self-Assessment and Personal Development Plan.

Description: The widening gap in life span between high- and low-income Americans may be eroding the progressivity of Social Security retirement benefits. Differential longevity trends have had the effect of raising lifetime benefits for high earners but not for low earners. Social Security’s long-term financial problems result in part from an increase in average life expectancy driven by wealthier people living longer, and, thereby, collecting more benefits. Policymakers should not use funding shortfalls attributable to these trends as an excuse to cut monthly benefits alike for those who have gained (high earners) and for those who haven’t (low earners).

Description: This research report sponsored by the SOA's Marketing and Distribution Section gives valuable insights from leaders in the middle income life insurance market.