Description: Current tax issues affecting the insurance industry, including the Inflation Reduction Act (Budget Reconciliation Bill)'s tax provisions, including the corporate minimum book income tax and share repurchase (or stock buyback) excise tax; the tax treatment of non coordinated benefits (also known as fixed indemnity benefits); and an update on the OECD’s Base Erosion and Profit Shifting Project

Description: The article offers a more nuanced approach to caregiving as the population ages, suggesting our current focus on planning leaves out most people. Instead find solutions for non-planners!

Description: Explore key findings of an SOA-funded research paper on telehealth that will be published in 2023. The COVID-19 pandemic initially caused some health care delivery to shift away from in-person transactions to a more digital form of transactions, including telehealth, e-mails, remote patient monitoring and other forms of communication.

Description: 1999 SOA Annual Meeting, San Francisco. Presenters examined alternative marketing methods that bridge buyers and sellers. Subjects discussed: 1. Work-site marketing. 2. Nontraditional marketing survey presentation. 3. Marketing through property and casualty agents.

Description: 2004 SOA Annual Meeting and Exhibit, New York. This session addressed the consolidation in the industry and the associated impact on the relationship between the ceding company and its reinsurers.

Description: "Examine the impact of traditional deductibles on health care equity and the need for innovative plan designs. You will learn about the limitations of consumer-driven health care costs broadly today, as well as alternative cost-sharing approaches that have been successful in driving consumerism without exposing members to high costs. By attending the session, you will be able to: Have a clearer understanding of the issues surrounding deductibles Be equipped with practical ideas for creating more equitable and effective cost-sharing solutions Assess the feasibility and potential impact of implementing these solutions for your own organization"

Description: As the population and workforce age, it is important to rethink how and when we retire. This article provides a big picture overview of issues related to opening up more options for exit from the labor force and gradual retirement. It reviews developments in the last few years that are important including the growth of gig employment, more remote work, more technology, workforce shortages, and changes in employee benefits that previously were a barrier to gradual retirement. It calls for more focus on adaption to the aging society. Several publications are cited and it includes a reference list.

Description: Explore the findings from the research paper recently released by Milliman and the SOA, highlighting the growing need for support of informal/family caregivers. We will discuss both quantitative and qualitative data that illustrates not only the cost and burgeoning need, but the mental/emotional stressors that come along with this work.

Description: Trends in mortality have a huge impact on the insurance industry and its products, risks and profitability. Worldwide, life expectancy has increased continuously over the past decades. However, this progress—even without considering the Covid-19 pandemic—has been subject to strong fluctuations. In recent years, an increase in volatility can be observed. Various aspects—medical science, environment, lifestyle—have influenced the trend in the past. How can the life and health industry move forward in these uncertain conditions? In this article, we examine what has gone before and what can be learned from a closer analysis. What are the main drivers of the historical increase in life expectancy? What characterizes the dynamics of the recent past? How can mortality be projected into the future? How good are our methods of prediction and what are the risks? What risk management options are available?

Description: This edition focuses on three reports from the Society of Actuaries Research Institute by Anna Rappaport, along with comments from various contributors and responses to these comments by Anna. The reports and accompanying discussions highlight key findings on the post-retirement period and post-retirement risks.