Selling Health Insurance Across State Lines Subject of New Paper by Lawrence Mitchell

Inspired by discussions he led on the CCA Healthcare Community, CCA Past President Lawrence Mitchell authored a paper titled "Selling Health Insurance Across State Lines" to further the conversation on the matter among actuaries and non-actuaries alike.

We welcome other opinions and thoughts on the subject, and encourage members to join our communities and special interest groups which promote sound actuarial considerations throughout the profession.

The comments contained in his paper do not necessarily reflect the views of the CCA, the CCA’s members, or any employers of CCA members, and should not be construed in any way as being endorsed by any of the aforementioned parties.

Upcoming Audio/Webcast

GASB Updates: Statements 74 and 75

05/10/2017 - 11:30 AM – 12:45 PM CT
Credits: CPD 1.50

Attend this session to hear practicing consultants discuss the Governmental Accounting Standards Board (GASB) Statements 74 and 75, the GASB Implementation Guides, and Actuarial Standards of Practice number 6 (ASOP 6) applicable to the valuation and accounting of public-sector other post-employment benefit (OPEB) programs. Presenters review the assumptions and methods that are prescribed by the GASB Statements and Implementation Guides, and assumptions and methods that are required by ASOP 6. In particular, the presenters will review the development of the discount rate for programs that are fully or partially pre-funded in a qualified OPEB trust. Finally, the presenters will discuss similarities and differences between pension and OPEB accounting such as performing separate valuations for pre-funding and financial reporting.


1. Alex Rivera - Gabriel Roeder Smith & Company
2. John E. Bartel - Bartel Associates, LLC
3. Mehdi Riazi - Gabriel Roeder Smith & Company
4. Adam J. Reese - PRM Consulting Group

Seminar on Executive Presence for Consultants Coming in May

Building Your Brand: Executive Presence as a Consulting Actuary
May 23, 2017 ♦ Atlanta, GA

Register Now
Click Here to Review the Complete Brochure
Registration Fee for Members and Nonmembers: $499

Select one of these half-day options:
Morning: 9:00 AM - 12:30 PM Eastern Time
Afternoon: 1:30 PM - 5:00 PM Eastern Time

Present Challenges & Develop Solutions

As a presenter, how can you consistently project poise and confidence? If you seem nervous or uncomfortable, your credibility drops. Strong presentation skills are essential for successful professionals, whether they present from the front of the room, the head of the table, on a video conference, or as part of a team for a “town hall” meeting. Calm, confident, and credible presenters adapt to the environment and form an immediate and lasting impression with their audience.

The Conference of Consulting Actuaries (CCA) has teamed up with Exec Comm and developed an Executive Presence program, specifically designed for consulting actuaries. This course helps you successfully manage your presence, information, and audiences so your confidence and credibility remain strong.

Discover Business Context Approaches

Strong presenters capture their clients’ interest, they engage in meaningful dialogue, and secure their position, with the client or prospect, as a trusted advisor. Their presentation resonates and persuades the audience. Choosing the appropriate level of detail to include in a presentation depends on the nature of the audience and can make or break the message. Given the disparate roles of the client’s or prospect’s team members, who may be gathered.

Enhance Skills for Positive Results

Regardless of whether you are just starting out in your consulting career or are an established consultant, after participating in this program and putting these skills to use, you will be able to:

  • Present in a polished, professional manner
  • Speak confidently using measured and natural gestures
  • Organize your presentation to emphasize a value proposition that captures your client’s attention and interest
  • Engage your audience with persuasive dialogue and compelling visuals
  • Handle questions and answers with ease

Interactive Learning

In this half-day seminar, you will acquire skills through video recording, group exercises, and instructor coaching. Don’t miss this limited opportunity to hone your executive presence. These limited attendance sessions are being held in Atlanta, GA on May 23, 2017.

The 2017 Blue Book and Blue Book Index are Now Available

Released at the Enrolled Actuaries Meeting starting in 1998, the "Blue Book" is a compendium of questions from actuaries and answers from the Pension Benefit Guaranty Corp. (PBGC). Access to the complete set of Blue Books is available through the PBGC website.

The Blue Book Index is a complementary catalog of these materials, sorted by topic, to the full set of Blue Books. Click here to access the 2017 Blue Book Index through the CCA website.

Updated Form 5434-A "Application for Renewal of Enrollment" Now Available

Enrolled Actuaries can now access the updated Form 5434-A "Application for Renewal of Enrollment" through the IRS website at  All individuals enrolled before January 1, 2017, are required by 20 CFR 901.11(d) to renew their enrollment in order to maintain active enrollment to perform actuarial services.  To timely renew your enrollment effective April 1, 2017, file the form on or before March 1, 2017. The form may also be used to file to return to active status from inactive status between January 1, 2017, and December 31, 2019.

Intersector Meeting Notes

Updated: October 6, 2016

Twice a year the Intersector Group meets with representatives of the U.S. Department of Treasury (Treasury Department), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC) to dialogue with them on regulatory and other issues affecting pension practice. Click here to view notes from meetings with the IRS, Treasury, and PBGC on regulatory issues affecting pension practice.

Find a Consulting Actuary

The Directory of Actuarial Consultants allows you to search for a consulting actuary based on contact information, practice area (Pension, Health, Life, and Casualty), type of firm, or scope of practice.