and thinking about something for the week between Christmas and New Years
My current life agent invited me to a recent session covering estate planning and tax/legal considerations around it. Very interesting, had a very nice spread of food, and Ima count it as 1 hour of structured credit!!!
5 Likes
Insured retirement or bust!
FYI, use whole life not ul if you’re gonna do that. Whole life they’ll advance 95% of the csv. Ul, they’ll only advance 75% of the av.
Even if the ul has quick pay with csv inside the policy. Doesn’t make any sense, but hey, banks.
Here’s my pre-recorded portion from the Actuarial Tech Summit. Skip the first two minutes, as it’s just delaying the start.
4 Likes
Slides are here:
and if DropBox and all that jazz gives you trouble, I also put it on my substack:
I did a new Actuarial Professionalism & AI video!
And here are the slides
Professionalism_Surrounding_Ai_And_Emerging_Technologies_2025_V1.pdf (2.6 MB)
3 Likes
Thanks MPC! Great job! I needed a few professionalism credits!
1 Like