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