Description: The article discusses two IRS private letter rulings addressing the application of the section 72(s) after death distribution requirements to joint-life GLWBs covering non-spouses. The article explores the legal basis for the IRS conclusion and the potential utility of the distribution method approved by the ruling.

Description: The October/November 2013 edition of The Actuary magazine—the Society of Actuaries’ flagship publication.

Description: Application for grants for travel to the 47th Actuarial Research Conference

Description: The questions in this study note for Society of Actuaries Exam MLC Models for Life Contingencies were previously presented in study note MLC-09-08. The questions in this study note have been edited for use under the 2012 learning objectives. Some questions were not applicable to the 2012 learning objectives and these questions were removed. Some of the questions in this study note are taken from past SOA examinations.

Description: Short Form Professional Development Videos - Intro to Actuary in the Loop Recording

Description: Relationship management is your ability to use your awareness of your own emotions and those of others to manage interactions successfully. Given enough time and quality exchanges, we can form a relationship with any person we encounter. We should strive to develop positive relationships with people we like, and even with those we don’t like as much. Once established, both parties will understand each other better and benefit from the connection. Relationships can be challenging, especially at work or under stress. Skillfully managing them will help you initiate direct and productive conversations to alleviate misunderstandings, solve conflicts and achieve desired goals. This article explores strategies to develop the skill of relationship management.

Description: Actuaries play pivotal roles in insurance companies, consulting firms, and throughout the industry. With the ongoing accounting and regulatory changes, process and system modernization, and the rapidly changing environment, actuaries frequently find themselves working in multidisciplinary projects with non-actuarial teams. In order to take on broader leadership roles, actuaries are often times expected to partner with and/or lead non-actuarial personnel. How can actuaries work most effectively with non-actuaries? A panel of industry leaders across different disciplines will share their perspectives on actuaries working with and building effective relationships with non-actuarial colleagues. The panelists will cover how actuaries add value in a non-actuarial world, what aspects actuaries can focus on to be more effective across disciplines, and incorporate success stories as well as lessons learned.