Dan Bailey interviews Mary Van der Heijde who recently presented at the 2014 SOA Health Meeting on Rate Review 101. For those who could not attend her presentation, this episode will provide you with highlights from Mary’s session. 

Session 27 was an interactive discussion from the perspectives of a direct writer, reinsurer and technology provider. A real world case study was used to illustrate key considerations required to maximize the effectiveness and ultimate success of an automated underwriting initiative. 

This podcast is a synopsis of the Current and Future Interest Rates session at the 2014 Life and Annuity Symposium.

The Financial Reporting Section and Committee on Life Insurance Research announce the release of a new report examining current practice around the development of policyholder behavior assumptions for life insurance and annuity products.

Dan Bailey interviews Shari Rodriquez who recently presented at the 2014 SOA Health Meeting on Developing Your Leadership Brand. For those who could not attend her presentation, this episode will provide you with highlights from Shari’s session.  

For many decades, the staff of the Joint Committee on Taxation of the U.S. Congress has prepared a summary, at or near the end of a congressional session, of significant tax legislation enacted during that session. This summary, officially known as a “General Explanation” and more commonly called the “Blue Book” because it is enclosed within blue covers.  Recently, the Supreme Court of the United States had occasion to consider just what official credence should be accorded to Blue Books.

In the case of United States v. Windsor, the Supreme Court addressed the constitutionality of the Federal Defense of Marriage Act2 (“DOMA”) in a situation involving a claim for refund of federal estate taxes.  This article considers guidance addressing the federal government’s response to the Windsor decision.

This column—the first in a series intended to provide basic education on the federal tax law, with a focus on the rules applicable to life insurance products and companies—spells out in brief the hierarchy of authorities that establish and interpret that body of law.

Listen in as Kelly Hennigan reads Critical Influencing Skills for Advancing Professionals (Part 3) from the February 2014 issue of The Stepping Stone. This article was written by Raymond E. DiDonna.

In this episode Kelly Hennigan reads Critical Influencing Skills for Advancing Professionals (Part 2) from the November 2013 issue of The Stepping Stone. This article was written by Raymond E. DiDonna.