Joe Wurzburger interviews Mark Jamilkowski, Todd Daniels, and Kurt Wrobel about their session from the 2015 SOA Annual Meeting covering ORSA for health plans. The guests reflect back over the primary lessons learned both from their own experiences with ORSA as well as from the Annual Meeting session itself. Listeners will be able to gain insight from three of the industry’s leaders that they can apply to their own ORSA reports going forward.

 

Direct download: SOA_Annual_Meeting_Joe.mp3
Category:Health -- posted at: 1:57pm CDT

The affordable care act created a provision for states to offer a Basic Health Plan as an affordable coverage for members with incomes up to 200% of federal poverty level. However, very few states showed interest and only a couple offered the plan. Gain insights into why more states did not implement a basic health plan from an actuary who analyzed the financial impact of implementing this plan in the state of Massachusetts.

ACA@5 An Actuarial Retrospective 

Direct download: ACA_at_5_Karan.mp3
Category:Health -- posted at: 10:37am CDT

Rowen Bell provides his insight on the concept and development of the ACA @ 5 An Actuarial Retrospective.  

ACA@5 An Actuarial Retrospective

Direct download: ACA_at_5_Rowen_Bell.mp3
Category:Health -- posted at: 10:34am CDT

This podcast is a summary of the ethical leadership session at the 2015 SOA Valuation Actuary Symposium that explored three components―organizational leadership, ethical decision-making, and the art of diversity.  The discussion offers actuaries practical advice on how to be an ethical leader.

Direct download: ValAct_Podcast.mp3
Category:Leadership and Development -- posted at: 9:38am CDT

Dan Theodore reads "A Tax Like No Other: The Health Insurer Fee" from the October 2015 issue of Taxing Times written By Jean Baxley, Mersini Keller and Lori Robbins.

Direct download: TTOct2015_A_Tax_Like_No_Other_32.mp3
Category:Taxation -- posted at: 10:51am CDT

Dan Theodore reads "In The Beginning…A Column Devoted To Tax Basics - Qualifications of Life Insurance Contracts Under the Internal Revenue Code" from the October 2015 issue of Taxing Times written by Brian King, John Adney and Craig Springfield.

 

Direct download: InTheBeginningOct2015.mp3
Category:Taxation -- posted at: 10:21am CDT

Dan Theodore reads "The Taxable Deferred Annuity With Guaranteed Lifetime Withdrawals" from the October 2015 issue of Taxing Times written by Bryan W. Keene.

Direct download: TaxingTimes_Oct2015_TibBit2_FM.mp3
Category:Taxation -- posted at: 10:19am CDT

Dan Theodore reads "Proposed Regulations Targeting Hedge Fund Reinsurance Arrangements May Impact Traditional Insurance Companies" from the October 2015 issue of Taxing Times written by Brion D. Graber.

Direct download: TTOct2015_Tidbits1.mp3
Category:Taxation -- posted at: 10:17am CDT

Carlos Arocha, FSA, Chair of the International Section Council; Jules Gribble, FSA, FCIA, FIAA, Senior Policy Advisor at the International Association of Insurance Supervisors; and John Maroney, FIAA, Head of Capital & Solvency at the International Association of Insurance Supervisors discuss Global Capital Standards at the 2015 Society of Actuaries Annual Meeting.

Direct download: DR0000_0048_Final.mp3
Category:International -- posted at: 2:44pm CDT

In the third episode, Jay Egelberg and Jim Dexter talk about multiemployer withdrawal liability and take a look at the future for multiemployer pension plans.

 

Direct download: Penion_Podcast_3.mp3
Category:Pension -- posted at: 9:45am CDT

This podcast focuses on one the most important problems in analytic research - the development of biased analysis by researchers.  In the podcast, Kurt first highlights the problem by describing an internal debate among economists regarding their own biases and how it is connected to their research.  With this debate as background, Kurt then discuss how actuaries can avoid many of the pitfalls encountered by economists in doing their work - particularly when it applies to the most challenging aspects of public policy.  Article from June/July issue of The Actuary.

Direct download: Kurt_Wrobel.mp3
Category:Health -- posted at: 1:31pm CDT

Health reform comes with many new rules for actuaries. It also brings actuaries unstructured challenges, such as providing an opinion on whether a particular program saves money. While actuaries have advantages over other professions for such problems, traditional approaches can easily lead the actuary astray. Hear about the right kind of thinking and methods from two non-traditional actuaries at the forefront of actuarial cause and effect analysis. Article from the May issue of Health Watch.

Direct download: Tia_and_Bruce.mp3
Category:Health -- posted at: 1:29pm CDT

Dan Theodore reads "In The Beginning…A Column Devoted To Tax Basics - Consequences Of Insurance Business Or Company Acquisitions” from the June 2015 issue of Taxing Times written by Gary R. Vogel and Kristie Khaw.

Direct download: In_The_Beginning_TT_June_2015_64_Final.mp3
Category:Taxation -- posted at: 10:15am CDT

Dan Theodore reads “Private Letter Ruling on Section 807(f) Refines Change-in-Basis Rule" from the June 2015 issue of Taxing Times written by Craig Pichette and Sheryl Flum.

 

 

Direct download: Change_In_Basis_TT_June2015.mp3
Category:Taxation -- posted at: 10:14am CDT

In the second episode, Jay Egelberg and Jim Dexter talk about funding multi-employer plan. Areas to be covered include historical funding rules, new fund rules and risks bearing in multi-employer plans. 

Direct download: Pension_Final_Part_2.mp3
Category:Pension -- posted at: 1:43pm CDT

In the first episode, Jay Egelberg and Jim Dexter provide an overview of multi-employer plan design.

Direct download: Pension_Podcast_Part_1.mp3
Category:Pension -- posted at: 1:41pm CDT

Jim Filmore, FSA, MAAA, Chair of Product Development Section Council and Lindsay Meisinger, FSA, MAAA, Associate Actuary at RGA discuss and recap Session 32: Term Conversions at the 2015 Life and Annuity Symposium.

 

 

Direct download: Jim_Filmore_Lindsay_Meisinger_Final.mp3
Category:Product Development -- posted at: 10:30am CDT

Donna Megregian, FSA, MAAA and Joe Kordovi, FSA, Product Development Section Council Members discuss Session 20: Life Illustrations live at the 2015 Life and Annuity Symposium. 

Direct download: Megregian_Kordovi_Final.mp3
Category:Product Development -- posted at: 10:27am CDT

Kelly J. Rabin, FSA, MAAA, Product Development Section Council member recaps Session 80: Day 2 Pricing Considerations live at the 2015 Life and Annuity Symposium. 

Direct download: Kelly_Rabin_Final.mp3
Category:Product Development -- posted at: 10:25am CDT

In this episode Greg Fann interviews Victor Davis and Georgia Attorney General Sam Olens, two panelists at the 2015 SOA Health Meeting, who presented the latest legislative, legal, and market complications related to the Affordable Care Act. They discuss current proposed federal legislation, potential scenarios with either outcome of King v. Burwell, and actuarial challenges projecting risk adjustment settlements.

Direct download: Session_12_Latest_on_the_ACA.mp3
Category:Health -- posted at: 10:24am CDT

Pat Kinney and Joe Randazzo discuss how predictive modeling and analytics can be applied in the Emergency Room setting.  They summarize their research findings, which is part of the SOA’s predictive analytics essay collection.  Download the collection by visiting “Research and Publications” on SOA.org, under the Essays tab.

Direct download: Predicting_Emergency_Room_Flyers_combined.mp3
Category:Research -- posted at: 9:54am CDT

2015 Life and Annuity Symposium Presenter Carol McManus, America’s LinkedIn Lady and Kelly Hennigan, Vice-Chair of the Management & Personal Development Section Council discuss how social media can be utilized effectively for information sharing, personal branding and relationship building live at the 2015 Life and Annuity Symposium.

Direct download: Carol_McManus_Kelly_Hennigan.mp3
Category:Management and Personal Development -- posted at: 8:48am CDT

Kelly Hennigan, Vice-Chair of the Management & Personal Development Section Council has a conversation with Judith Glaser, Organizational Anthropologist and 2015 Life and Annuity Symposium Keynote Speaker. 

Direct download: Judith_Glaser_Kelly_Hennigan_-_LAS_Final.mp3
Category:Management and Personal Development -- posted at: 1:53pm CDT

Jennifer Foster, Section Specialist of the Society of Actuaries has a conversation with Tim Paris, CEO of Ruark Consulting on his Life and Annuity Symposium Session31: Product Design & Policyholder Behavior. 

Direct download: Tim_Paris_Jennifer_Foster_Final.mp3
Category:Product Development -- posted at: 1:49pm CDT

In this podcast, Scott Rushing, Derek Kueker and Richard Xu of RGA discuss their SOA research paper "Lapse Modeling for the Post-Level Period, A Practical Application of Predictive Modeling" which was published in January 2015. The paper was written in response to an SOA solicitation for a research paper illustrating an application of predictive modeling to life insurance.  For their paper, the RGA team focused on the use of predictive modeling to analyze the post-level period for 10-year level term insurance and lapses in a multivariate setting. This informative podcast summarizes the advantages of using predictive modeling techniques over traditional actuarial methods and the motivation for writing the paper.

Direct download: Predictive_Modeling.mp3
Category:Financial Reporting -- posted at: 10:01am CDT

Leslie Smith, Section Specialist of the Society of Actuaries has a conversation with Roger Loomis, Consulting Actuary at Actuarial Resources Corp. on his presentation Viewpoints from Outside and Inside the LTCI Industry.

Direct download: ILTCI_Roger_Loomis.mp3
Category:Long Term Care -- posted at: 8:57am CDT

Joe Wurzburger, Staff Fellow of the Society of Actuaries has a conversation with Lisa White, Director, LTC Reporting & Analysis at Bankers Life and Betsy Kadanoff, Director-Experience Analysis at John Hancock Life Insurance Company on their presentation Successful Partnering with Actuarial.

 

 

Direct download: ILTCI_Lisa_White_and_Betsy_Kadanoff_.mp3
Category:Long Term Care -- posted at: 8:53am CDT

Joe Wurzburger, Staff Fellow of the Society of Actuaries has a conversation with Loretta Jacobs, Vice President at Banker's Life & Casualty on her presentation LTC CFO Round Table.

Direct download: ILTCI_Loretta_Jacobs.mp3
Category:Long Term Care -- posted at: 8:47am CDT

Ray Berry has a conversation with Carol Bogosian about a retirement report titled “Understanding and Managing the Risk of Retirement”. 

Direct download: Carol_Bogosian_Podcast.mp3
Category:Pension -- posted at: 9:30am CDT

Rebecca Owen has a conversation with Dave Nieman about the nature of dual eligible members for specific government sponsored programs. 

Direct download: Health_Dave_Nieman.mp3
Category:Health -- posted at: 8:26am CDT

Dan Bailey interviews Dave Wells who recently presented at the 2014 SOA Annual Meeting on Professionalism for Health Actuaries in the post ACA era of health reform. For those who could not attend his presentation, this episode will provide you with highlights from Dave’s session

Direct download: Interview_with_Dave_Wells.mp3
Category:Health -- posted at: 9:01am CDT

Dan Theodore reads “IRS and Treasury Release 2014-2015 Priority Guidance Plan” from the February 2015 issue of Taxing Times written by Robert A. Shanahan and Mark S. Smith.

Direct download: IRS2014-2015Plan_Feb2015TT.mp3
Category:Taxation -- posted at: 2:05pm CDT

Dan Theodore reads “In the Beginning…Tax Accounting for Insurance Companies” from the February 2015 issue of Taxing Times written by Stephen R. Baker.

 

Direct download: TaxAccountingInTheBeginning_Feb2015TT.mp3
Category:Taxation -- posted at: 2:03pm CDT

Scott Sheefel, Chair and Jill Klibanov, Secretary/Treasurer provide an update for the Marketing and Distribution members on council activities and what’s new for 2015.

 

 

Direct download: Marketing_and_Distribution_Podcast.mp3
Category:Marketing & Distribution -- posted at: 1:57pm CDT

Dan Bailey interviews Gregory Fann who recently presented at the 2014 SOA Annual Meeting on If We Knew Then What We Know Now: ACA Enrollment. For those who could not attend his presentation, this episode will provide you with highlights from Greg’s session.  

Direct download: Health_GregoryFann.mp3
Category:Health -- posted at: 1:54pm CDT

Kelly Hennigan the author of the “Brand New Me’ reads her article discussing ways to create your own personal brand by focusing on three themes.  

Direct download: Kelly_Hennigan_podcast_Final.mp3
Category:Management and Personal Development -- posted at: 3:18pm CDT

Gregory A. Brandner, FSA, MAAA; Julie A. Decker, FSA, MAAA; Kelly J. Rabin, FSA, MAAA, the presenters recap the session at the annual meeting and discuss the current COLI/BOLI market, and provide perspectives on underwriting, pricing and reinsurance. 

Direct download: PD_from_annual_meeting.mp3
Category:Product Development -- posted at: 3:16pm CDT

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