Description: This is a summary of a multi-faceted research project focusing on how to help people better manage money when they no longer can. Article includes interviews with the three co-researchers. Research is focused on understanding when people need help and what actions will encourage them to make proper arrangements. Research includes focus on words and actions that lead to implementation of plans. The team is multi-disciplinary and the research included interviews with experts and individuals, focus groups, and a survey. The research was sponsored by the Society of Actuaries Aging and Retirement strategic research initiative.

Description: Brown, who has used this book for two years at University of Waterloo, provides his review.

Description: A discussion of pension reform in China at the time of the July 1997 introduction of a new unified pension system.

Description: This article describes one of the keys to successful marketing in the current environment - build a relational database that will help the agent communicate with a client in an organized way, so that we can educate, inform, present choices and help these clients navigate their financial future. This article provides the elements of such a database.

Description: Part One of a three part discussion of A Social Security System for the 21st Century, this part focuses the broader international, social, political, cultural and economic trends that will govern the viability and sustainability of a social security system in the 21st century.

Description: This article discusses the crossover of mortality rates around age 81 after which age nonwhite mortality is lower than white mortality and presents the best age statement data available from Medicare statistics.

Description: The article is an overview of the life insurance business in the Middle-East. It presents the history and culture of the region and the impact on shaping the life insurance products. The article then presents surrounding economic, political and demographic environment as well as business challenges and opportunities. Finally, the article presents the market position on the digital transformation.

Description: Book review: Demography and Retirement in the 21st Century by Anna M. Rappaport and Sylvester J. Schieber. Congratulations are given to the editors and the pension Research Council for presenting important questions and discussions about our future.

Description: Summary of the Internal Revenue Service study on demographic and financial characteristics of the top wealthholders of the United States and a review of Metropolitan Life's mortality exerience for this group.

Description: Feature article describing the connection between negative demographics and economic growth.