David Lipkin

Offering JBEA Credit for Your Study/Work Group

By David Lipkin 1/27/2021

The process is not that hard. If you are already meeting (digitally or in person) with your associates and discussing actuarial types of issues, you may wish to apply to be a “Qualifying Sponsor.” In October 2020, the JBEA placed the instructions on how to attain this designation on its website.... READ MORE

Ethics Discussion: When to Quit?

By David Lipkin 1/15/2016

It seems that at many of the ethics roundtable discussions at ASPPA and ACOPA conferences, the question of abandoning a client shortly before a due date (such as 10/14) comes up. Most people regard this as both (a) undesirable and (b) a possible violation of the ethics codes. I wanted to... READ MORE

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David Lipkin

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