Dan Bailey interviews Dave Dillion who recently presented at the 2014 SOA Annual Meeting on ACA Health Rate Review. For those who could not attend his presentation, this episode will provide you with highlights from Dave’s session.  

Direct download: Health_DaveDillion.mp3
Category:Health -- posted at: 10:58am CST

Dan Bailey interviews Jim O’Connor who recently presented at the 2014 SOA Annual Meeting on ACA Implementation and Strategies in 2017 and Beyond. For those who could not attend his presentation, this episode will provide you with highlights from Jim's session.  

Direct download: Health_JimOConnor.mp3
Category:Health -- posted at: 10:55am CST

Trustees from the Social Security Administration and the Center for Medicare and Medicaid Services produce annual reports updating the status of the Social Security and Medicare programs.  This podcasts provides some insights from the 2014 reports to changes in the status of each program.

 

 

Direct download: SS_and_Medicare_Tim_Marnell.mp3
Category:Pension -- posted at: 9:34am CST

Listen in as Dan Theodore reads “IRS Approves the Annuity Treatment for Term Certain Variable Payout”, which was featured in the October 2014, Taxing Times written by John T. Adney.  

Direct download: AnnTreatmentForTermCertVarPayout_Oct2014.mp3
Category:Taxation -- posted at: 3:34pm CST

Listen in as Dan Theodore reads “Revenue Ruling 2014-15:  The Requirement Risk Distribution, The Law of Unintended Consequences and New Questions to Consider in Funding Retiree Health Benefits” which was featured in the October 2014, Taxing Times written by Terrance F. Richardson and Mark S. Smith.

Direct download: RevRul2014-15_TT_Oct1014.mp3
Category:Taxation -- posted at: 3:32pm CST

Listen in as Dan Theodore reads “Chairman Camp’s Tax Reform Discussion Draft:  What Does It Mean to the Life Insurance Industry” written by Brion Graber and Peter Winslow.  This article was featured in the October 2014, Taxing Times Supplement.

Direct download: ChaimanDraftTaxReform_Oct2014Supp_64.mp3
Category:Taxation -- posted at: 3:30pm CST

In part 2 of this podcast, Dr. Mark McClellan continues to share his insights and explain the transformative role of ACOs and how they are helping to re-shape the finance and delivery of health care, not only in the US, but internationally as well.  He addresses the need for different care approaches for different populations, the future of health insurance, and the role health actuaries can play going forward.

Direct download: Mark_McClellan_Podcast2.mp3
Category:Health -- posted at: 1:55pm CST

In part 1 of this 2-part discussion, economist and physician, Dr. Mark McClellan, is interviewed by Daniel Bailey about the changes in the US system for the delivery and finance of health care.  Dr. McClellan is Senior Fellow at Brookings and Director of their Initiative on Innovation and Value in Health Care Reform.  He previously served as Administrator of CMS and Commissioner of the FDA.  In this interview, he focuses on the changes in care delivery and how they affect quality and affordability.  In particular, Dr. McClellan describes the effect of ACOs, their recent results and expected future.  This podcast is a follow-up to Dr. McClellan's keynote address at the SOA Health Meeting in June 2014.

Direct download: Mark_McClellan_Podcast.mp3
Category:Health -- posted at: 1:53pm CST

Last January, the Tax Court decided Rent-A-Center, Inc. and Affiliated Subsidiaries v. Commissioner, involving a captive insurance arrangement that was challenged by the Internal Revenue Service (IRS). The Tax Court found that a parental agreement between a captive and its parent could be present in a valid insurance arrangement for federal income tax purposes.

Direct download: RentACenter_from_Taxing_Times.mp3
Category:Taxation -- posted at: 9:43am CST

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. 

Direct download: Health_Section_Rate_Filings_for_the_Affordable_Care_Act.mp3
Category:Health -- posted at: 9:56am CST

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.

Direct download: Financial_Reporting_Section__Policyholder_Behavior_Research.mp3
Category:Financial Reporting -- posted at: 10:27am CST

This podcast is a synopsis of the Investments in a low interest rate environment session at 2014 LAS meeting.


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


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. 


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.  

Direct download: Health_Section_Developing_Your_Leadership_Brand.mp3
Category:Health -- posted at: 8:58am CST

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.

Direct download: SourcesOfFederalTaxLaw.mp3
Category:Taxation -- posted at: 9:59am CST

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.

Direct download: Post-Windsor_Guidance.mp3
Category:Taxation -- posted at: 9:50am CST

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.

 

 

Direct download: BlueBookBlues_May2014.mp3
Category:Taxation -- posted at: 9:47am CST

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.

Direct download: MPD_criticalskills3.mp3
Category:Management and Personal Development -- posted at: 9:00am CST

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.

Direct download: MPD_criticalskills2.mp3
Category:Management and Personal Development -- posted at: 9:08am CST

Listen in as Kelly Hennigan reads Critical Influencing Skills for Advancing Professionals (Part 1) from the August 2013 issue of The Stepping Stone. This article was written by Raymond E. DiDonna.

Direct download: MPD_criticalskills1.mp3
Category:Management and Personal Development -- posted at: 9:26am CST

Listen in as Kelly Hennigan reads from Leading with Two Left Brains? from the August 2013 issue of The Stepping Stone. This article was written by Jamie Shallow.

 

 

 

Direct download: MPD_episode2.mp3
Category:Management and Personal Development -- posted at: 1:40pm CST

In this episode Kelly Hennigan reads from Improving Employee Feedback: Four Practices from the February 2014 issue of The Stepping Stone. This article was written by Brian Pauley.

Direct download: MPD_episode1.mp3
Category:Management and Personal Development -- posted at: 11:21am CST

Listen in as Jeanette Cooper interviews John Turner about hybrid pensions. John is the author of Hybrid Pensions: Risk Sharing Arrangements for Pension Plan Sponsors and Participants, sponsored by the Pension Section Research Committee.

Direct download: PensionSection_HybridPensions.mp3
Category:Pension -- posted at: 9:19am CST

In this episode Syed Mehmud reads the article he wrote for the July 2013 Health Watch, Nontraditional Variables in Healthcare Risk Adjustment. Then, Kristi Bohn holds a roundtable discussion on the topic with Syed and Geoff Hileman. This discussion was recorded at the 2013 SOA Annual Meeting.

Direct download: Health_Podcast__Nontraditional_Variables_in_Health_Care_Risk_Adjustment.mp3
Category:Health -- posted at: 9:19am CST

It is natural to be a little nervous wondering how your audience will react to your presentation. This podcast reviews different ways to practice your presentation and assess yourself before the actual presentation. 

Direct download: Volunteer_Resource_Center__Practice_and_Assess.mp3
Category:general -- posted at: 3:12pm CST

Have you attended a session where the presenter is reading from the slides? This podcast gives you tips torefine your presentation delivery. ‘Deliver don’t read your presentation’ and ‘use pauses effectively’ are a couple of techniques that are discussed.

Direct download: Volunteer_Resource_Center__Refine_Your_Delivery.mp3
Category:general -- posted at: 3:10pm CST

Have you heard the saying “A picture is worth a thousand words”? This adage also applies to presentations. Visuals can be powerful but they can also have a negative impact – too many visuals or busy visuals will be distracting. This podcast provides you tips on how to use visuals effectively to capture the audience’s attention.

Direct download: Volunteer_Resource_Center__Using_Visuals_Effectively.mp3
Category:general -- posted at: 3:08pm CST

Presenters from novice to experienced feel some level of anxiety before and during a presentation. This podcast gives you tips on how to channel your anxiety into confidence by following four simple rules.

Direct download: Volunteer_Resource_Center__Present_with_Confidence.mp3
Category:general -- posted at: 3:06pm CST

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