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Be careful when giving gifts over $100 in value.

Chris Marchand is vice president of business development at Verifi.

Vivian Merker is a partner in Oliver Wyman's financial services practice in New York.

Stephen Menon is vice president of product at Finn AI.

Dan Rosenbaum is a partner in Oliver Wyman’s financial services practice in San Francisco.

Nir Kaldero is dedicated to bringing the benefits of data science and machine intelligence into business. As the head of data science at Galvanize, Inc., he has trained numerous C-Suite executives from Fortune 200 companies in how to transform their companies into data-driven organizations by applying the technology behind the “fourth industrial revolution.” For more from Kaldero, check out his new book, Data Science For Executives, visit www.nirkaldero.com and connect on Twitter at @NirKaldero.

Chuck Appleby is Sr. Vice President of The Work Group.

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.

LIMRA now predicts VA purchases to increase for the first time in six years while fixed contracts reach unprecedented levels.

The firm’s efforts mirror those at other firms and associations that are trying to improve the profession’s diversity.