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Kenneth Black Jr. Journal Author Award

Program Description


The Kenneth Black Jr. Journal Author Award was created in 1988 by the Foundation board of trustees to advance scholarly research and writing and to build the library of knowledge in financial services. The award accomplishes these objectives by recognizing the top three articles published in the Journal of Financial Service Professionals each year. Articles are selected for commendation by an independent panel of judges based on originality of the research, clarity of the writing, timeliness of the subject matter, and appropriateness for the Journal’s readership. Monetary awards of $1,500, $1000, and $500, respectively, are presented to the winning authors. The award program is named for Kenneth Black Jr., PhD, CLU, who served as the Journal’s editor from 1959 through 2001.


Authors, practitioners, and scholars are invited to consider submitting an article for possible publication in the Journal—and possible recognition with a Author Award. Each submitted article is sent to expert reviewers who then send their comments to the editor for a final determination on acceptance for publication. To guarantee the integrity of the process, the reviews are done blindly; that is, the reviewers do not know the identity of the author and vice versa. Articles published in the Journal are copyrighted by the National Association of Insurance and Financial Advisors.



First Place:

Steve Parrish, JD, AEP, RICP, ChFC, CLU

Snowbirding: Financial Considerations of Owning Two Residences in Retirement

September 2023


Second Place:

Annemarie M. Kelly, JD, LLM

Lewis B. Hershey, PhD, MA

Coordinating an ABLE Account and a Special Needs Trust

January 2023


Third Place:  

Douglas B. Richards, JD, MBA, CLU, CFP

Ethical and Regulatory Environment Surrounding the Sale of Premium-Financed Indexed Universal Life Insurance

March 2023


First Place:

Terence B. Stanaland, JD, ChFC, CFP

Grantor-Trust Income Tax Reporting Obligations: A Definitive Field Guide and Suggested Best Practices

March 2022


Second Place:

Steve Parrish, JD, RICP, CLU, ChFC, AEP

A Survey of Planning Tools for Addressing Clients’ Diminished Capacity

July 2022


Third Place:  

Michael W. Valenti, CPA, CFP, MAcc

Navigating the Tax Code in the Crypto Universe

May 2022




First Place:

Sophia Duffy, JD, CPA

Michael Finke, PhD, CFP

David Blanchett, PhD, CFA, CFP

The Value of Delayed Social Security Claiming for Higher-Earning Women

September 2021


Second Place:

David G. Freitag, CLU, ChFC, CRPC

Bruce Tannahill, JD, CPA/PFS, CLU, ChFC, AEP

Using Social Security Filing Strategies to Address Changed Circumstances

March 2021


Third Place:

Kathryn S. Berkow, PhD

Richard Jakotowicz, CFA, CFP

Navigating the Skew: Strategies for Facing the Underperforming Majority

November 2021



First Place:

Marc R. Belletsky, JD, CLU, ChFC, RICP

Christina Anstett, JD

Mark A. Teitelbaum, JD, LLM, CLU, ChFC

Life and Financial Planning in the Time of COVID-19

July 2020


Second Place:

Paul J. Schneider, JD, LLM

Final Regulations Could Expand the Use of Health Reimbursement Arrangements

July 2020


Third Place:

April Caudill, JD, CLU, ChFC, AEP

Buy-Sell Planning with Third-Party Ownership

March 2020


First Place:

Paul J. Schneider, JD, LLM

Divorce Is Hard, but a Failure to Change Life Insurance Beneficiaries Can Compound the Pain

May 2019


Second Place:

Lewis Hershey, PhD, MA

Annemarie Kelly, JD, LLM

Using Roth Conversions of Legacy Retirement Plans to Fund Special Needs Planning

March 2019


Third Place:

Zhixin Wu, PhD, ASA, MAAA

Lei Liang, PhD, CFA, CFP, CAIA, FRM

College Education Planning: Indexed Universal Life Insurance versus 529 College Saving Plans

March 2019



First Place:

April Caudill, JD, CLU, ChFC, AEP,

Best Practices in Buy-Sell Agreement Planning

November 2018

Second Place:

Alisha M. Harper, JD, LLM

Jonathan P. Smith, CRPC, APMA

Patricia Miller Selvy, PhD, CPA, CGMA

A Financial Advisor’s Guide to Avoiding Required Minimum Distribution Land Mines

May 2018


Third Place:

William Waller, PhD

David Nanigian, PhD, CFP

Michael Finke, PhD, CFP

Redemption Fees: Reward for Punishment

March 2018




First Place:

Lewis Hershey, PhD, MA

Annemarie M. Kelly, JD, LLM

Boris Abbey, PhD, JD, MBA

Enabling ABLE: Five Potential Positives for Implementing the ABLE Act

March, 2017


Second Place:

Robert Pokorski, MD, MBA

Brett W. Berg, JD, LLM, CLU, ChFC

Retirement Planning: Coping with Higher Health Care Costs

May, 2017


Third Place:

John L. Olsen, CLU, ChFC, AEP

Index Annuities: Looking under the Hood

November  2017




First Place (tie):

Kelly Dancy, JD

The State of a Trust’s Situs

November, 2016


First Place (tie):

Alan Jay Koshner, Esq.

Reaching Favorable Life Insurance Outcomes in a Negotiated Divorce Settlement

March, 2016


Third Place:

David A. Gresham, JD, CLU, ChFC

Seeking Stable, Efficient Coverage for Long-Term Care with Asset-Based Products

July  2016




First Place:

Kenneth M. Cymbal, JD, LLM, CLU

Tax Basis Planning

July 2015


Second Place:

Stephen R. Pepe, JD

Home Equity Conversion Mortgage for Purchase: A Nonrecourse Financing Solution for Older Home Buyers

March 2015


Third Place:

Vickie Bajtelsmit, JD, PhD

Anna M. Rappaport, FSA, MAAA

When Should Your Clients Claim Social Security?

January 2015

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