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Journal Author Award

Program Description

 

The 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.

 

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 Society of Financial Service Professionals. For more information on bringing ideas, insights, and research to the printed page, consult the Journal Author’s Guide at Author's Guide.

2020 RECIPIENTS

 

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

2019 RECIPIENTS

 

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

 

2018 RECIPIENTS

 

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

 

2017 RECIPIENTS

 

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

 

2016 RECIPIENTS

 

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