AG 38: A Need-to-Know Issue for Advisors
Pete Whipple is senior vice president and chief corporate actuary at Ohio National Financial Services. Pete is responsible for the actuarial portion of statutory and GAAP financial reporting at the company. Pete.Whipple@wcinput.com
David Szeremet, JD, CLU®, ChFC®
David Szeremet, JD, CLU®, ChFC®, is second vice president of advanced marketing at Ohio National Financial Services. He is responsible for the advanced sales team that provides estate planning, executive benefits, business insurance and life insurance planning. David.Szeremet@wcinput.com
Actuarial Guideline 38 (AG 38) goes far beyond actuarial minutiae. It is a trending issue that impacts the life insurance industry from both product and advanced planning perspectives. Read More >
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