Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • A Spectrum of Solutions Series: Part 1—Non-public Options
    policies, Retiree medical, Reverse mortgage, Alzheimer's disease and dementia, Chronic illness management ... shopper’s guide[1] breaks down costs of care (as of 2019) into three buckets, as shown in Table 1. These ...

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    • Authors: Nathan Worrell
    • Date: Jan 2022
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Long-term Care; Public Policy; Public Policy; Long-term Care>Funding - Long-term Care
  • Funding Retiree Medical & Long-Term Care for the Second Half of the 21st Century
    Funding Retiree Medical & Long-Term Care for the Second Half of the 21st Century Most industry ... are either not eligible for or are not using today's tax-preferred options for funding retiree medical ...

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    • Authors: Jack Towarnicky
    • Date: Jul 2020
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retiree medical; Long-term Care>Funding - Long-term Care
  • A Middle-Market Senior Care Solution
    well-being of their parents—the policy’s care recipient(s). This policy is designed to be available to buyers ... they most need to save for their own retire- ment(s). • Distributors can offer an affordable living benefits ...

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    • Authors: Bruce Stahl, Winona Berdine
    • Date: Aug 2020
    • Competency: Leadership; Strategic Insight and Integration
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care; Long-term Care>Long-term care insurance; Long-term Care>Funding - Long-term Care