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The Record

October 2003 Orlando Fall Meeting Record Sessions   Table of Contents This issue of The Record was edited by Richard Cruise (Chairperson), Francis Bernardi, John Blocher, Dieter Gaubatz, Thomas J. Hruska, David R. Jarrett, Mark Kinzer, Reinhart Kramreither Kerry Krantz, Steven Malerich, Dennis Monaghan, Craig Morrow, Chuck Ritzke, Randy Rotschafer, David Shea, Jack Siegel Susan Silverman, Blake Warneke, Elizabeth Willard This volume of The Record contains top sessions based on attendance and sessions approved and/or selected by the various sections of the SOA to be available on the Web. Please note some Sessions may not have Records available. Session #1 GS General Session Dr. J. Craig Venter   Session #3 PD Rating and Underwriting of Employer Stop Loss Daniel L. Wolak, Achim Matthias Dauser, Stephen J. Gaspar, Gregory J. Sullivan   Session #4 PD (Record Not Available) Individual Disability Underwriting Recovery: Has Anything Really Changed? Thomas K. Penn–David, William J. Bossi, Richard Noel Ferree, W. Scott Gilliam   Session #5 PD (Record Not Available) Trends in Distribution in International Markets Shumei R. Kuo, Robert Daly, Luis Huerta–Rosas, Bruce A. Lundeen   Session #6 PD Equity Analysts Look at Insurers (Still) Hubert B. Mueller, Colin Devine, Thomas G. MacKinnon, Steven Schwartz   Session #7 BG (Record Not Available) Current Issues in Long–Term Care Michael S. Abroe, Timothy Edwin Hale, Vincent L. Bodnar, Allen J. Schmitz, Philip J. Barackman, Daniel Bret Cathcart, James M. Glickman, Peggy L. Hauser, Mark D. Newton, Amy Pahl   Session #8 PD Do You Know How Much You’re Spending? The Hidden Costs of Product Complexity Paul A. Haley, Tom Bakos, Van Beach, Vincent J. Granieri   Session #9 PD (Record Not Available) Risk Management through Product Balancing Keith A. Dall, Meredith A. Ratajczak, Douglas L. Robbins   Session #10 PD Changing Patterns of Retirement Arnold F. Shapiro, Robert L. Brown, Matt Drinkwater, J. Gary Johnson   Session #11 PD Pension Plan Investment Strategies Mark Rulof, Bill Badger, David S. Hauptman   Session #12 CS (Record Not Available) What’s in Your Tool Kit? Information Needs for Managing a Health Plan Darrell D. Knapp, Edward G. Bailey, Gordon Russel Hugh, Jed L. Linfield   Session #14 OF (Record Not Available) Presenting to Rating Agencies–Putting Your Best Foot Forward John D. Ladley, Steven J. Finn, Dana B. Mehta   Session #15 OF (Record Not Available) Genomics and Insurance Harry H. Panjer, J. Craig Venter   Session #16 OF Famous Reinsurance Disasters David B. Atkinson, Fazli M. Datoo, Michael W. Pado, John E. Tiller Jr.   Session #17 TS (Record Not Available) Data Mining: How to Find Gold Ian G. Duncan, Lijia Guo   Session #18 TS (Record Not Available) Understanding Delphi Studies Curtis E. Huntington, Peter C. Bishop   Session #21 SM (Record Not Available) Investment Section Luncheon: The Financial Markets, Diversification and the Cyclical Nature of Investments Douglas A. George, Peter Ricchiuti   Session #22 SM (Record Not Available) Long–Term Care Section Luncheon Phillip Barackman, Michael R. Weinstein   Session #25 PD (Record Not Available) Career Pioneer Program Marc N. Altschull, Michael M. Braunstein, Sean Patrick Casey, Joseph Paesani   Session #26 PD (Record Not Available) Risk Management Task Force Buzz Groups David N. Ingrim   Session #27 PD (Record Not Available) Long–Term Care Overview for the Non–Specialist Philip J. Barackman, Peggy L. Hauser, Andrew J. Herman, Amy Pahl   Session #28 PD (Record Not Available) Everything Old Is New Again–The Revival of Traditional Life Products (With a Twist) Anne M. Katcher, Jeffrey R. Burt, Christine E. Dugan   Session #29 PD Emerging Developments in XXX Reserves Michael S. Stein, James W. Dallas, Todd Larson, Michael S. Taht   Session #30 D (Record Not Available) Equity–Indexed Annuities or Variable Annuities Guaranteed Living Benefits? Which Is Better? Noel John Abkemeier, Brent A. Mardis, Douglas G. Wolff   Session #31 IF (Record Not Available) The Inside Scoop on New Product/Market Success Steve P. Cooperstein, Jay M. Jaffe, Linda Koco, Brian L. Louth   Session #32 IF (Record Not Available) Sponsers’ Risk Management and Fiduciary Risk Jay C. Miniati, Stephen W. Murray   Session #33 IF (Record Not Available) Late–Breaking Developments Adrien R. LaBombarde, Gary Howell   Session #34 OF (Record Not Available) Current Statutory Reporting Topics for Life and Annuity Products Larry M. Gorski, Michael Akers, Jim Renz   Session #35 PD Analysis of Financial Results Stephen G. Hildenbrand, Jeffrey D. Koll, Ralph M. Oversec, Robert W. Welander, Anthony J. Willemin   Session #36 OF Keys to Successful Financial Management of Disability Products Steven W. Schoonveld, James P. DePre, Stephen J. Mitchell, Stephen R. Tenaglio   Session #37 TS A Predictive Modeling Primer John W.C. Stark, Michael Cousins   Session #38 WS (Record Not Available) Scenario–Based Planning Basha H. Zharnest, David J. Weinsier, Darin G. Zimmerman   Session #39 WS (Record Not Available) Health Care Cost Trends–Drivers and Effects Lisa F. Tourville, Harvey Sobel   Session #40 WS (Record Not Available) Harnessing the Power of Improvisation for Effective Communications Simcha A. Segal, Bob Morand   Session #41 WS (Record Not Available) Developing and Marketing the Smaller Consulting Practice Ian G. Duncan, Ken Lizotte   Session #43 PD (Record Not Available) American Academy of Actuaries 2003 Annual Meeting Barbara J. Lautzenheiser, Ralph B. Levy   Session #44 SM (Record Not Available) Education and Research Section Continental Breakfast Curtis E. Huntington   Session #45 SM (Record Not Available) Product Development Section Hot Breakfast   Session #47 SM/BG (Record Not Available) Reinsurance Section Hot Breakfast James W. Dallas, Tara J. P. Hansen, Jeremy Starr   Session #49 SM/OF/L (Record Not Available) Computer Science Section Hot Breakfast Acord Data Standards Charles S. Linn, Cynthia Jeness, Jacques Rioux, Dean K. Slyter   Session #50 SM/BG (Record Not Available) Financial Reporting Section Hot Breakfast John Bevacqua, Mark J. Freedman   Session #51 SM/IF (Record Not Available) Health Disability Income Hot Breakfast: Experience Study Update Warren M. Cohen, Robert W. Beal, Thomas R. Corcoran   Session #56 PD (Record Not Available) Rate Stabilization: How Much Risk Has Been Added to Long–Term Care? Bruce A. Stahl, Ross J. Bagshaw, Thomas C. Foley, Dennis M. O’Brien   Session #57 PD Less Underwriting: More Profits or More Problems? Carl A. Friedrich, Edward Hui, Douglas A. Ingle   Session #58 PD (Record Not Available) Introduction to Deferred Retirement Option Programs Thomas B. Lowman, Robert A. Sugarman   Session #59 OF Does Managed Care Work? John P. Cookson, Brian R. Klepper   Session #60 I (Record Not Available) Professionalism in the Nontraditional Marketing Context Theresa M. Resnick, Lauren M. Bloom, Len Karpowich   Session #61 I (Record Not Available) Pension and Financial Product Implications on Public Attitudes to Retirement Plan Design Anna M. Rappaport, Steve P. Cooperstein, Ronald Gebhardtsbauer, Ruth Helman   Session #62 OF Developments in Consumer–Driven Health Care Robert Gordon Cosway, Dean E. Fiscus, Stephen J. Kaczmarek, David M. Tuomala   Session #63 OF Cutting–Edge Reinsurance Developments James W. Dallas, Gregory M. Goodfliesh, Patrick Hennessy, Joseph F. Kolodney, Patrick J. Shannon   Session #64 TS (Record Not Available) New and Exciting Instruments for the Bulls and Bears Max J. Rudolph, Youngju Lee, Stephen W. Murray   Session #65 TS "One Shoe Doesn’t Fit All:" Using the Appropriate Pricing Measure Nancy Westfall Winings, Andrew D. Chua   Session #68 PD (Record Not Available) Actuarial Research Meets Actuarial Practice Curtis E. Huntington, Thomas N. Herzog, Hal Warren Pedersen   Session #69 PD Management of International Operations Steven I. Schreiber, Jose Luis Berrios–Martin Wayne D. Bidelman, John E. Hanrahan   Session #70 PD Retirement Income Options: New Annuity and Life Insurance Products Novian E. Junus, Tai Bright, Paul A. Haley   Session #71 PD (Record Not Available) SOA Pension Plan Turnover Experience Study Edward W. Frees, R. Evan Inglis   Session #72 BG (Record Not Available) Latest on AOMR and the 2001 CSO Mortality Table Kenton L. Scheiwe, Susan M. Reitz   Session #73 IF (Record Not Available) Case Study in Professionalism Allan W. Ryan, Tom Bakos, Lauren M. Bloom   Session #74 IF (Record Not Available) Alternative Learning–Lessons from Anything and Everything Larry J. Jackson, James R. Trefz   Session #75 OF The Actuary at Risk Stuart F. Wason, W. Grant Hardy, Neil H. McKay, Ramy Tadros   Session #76 TS (Record Not Available) Relating to Relational Databases David L. Snell, Neil Raden   Session #79 GS (Record Not Available) Presidential Luncheon President Harry J. Panjer passes the gavel of office to Neil A. Parmenter   Session #82 PD Health Care Affordability–Effect on Employers and the Uninsured David V. Axene, Thomas L. Handley, Jonathan A. Myers, Bryan F. Miller   Session #83 PD Actuarial Pricing for Underwriting and Medical Advances: What Does the Future Hold? Paul A. Schuster, Steven C. Ekblad, Ross Morton, Phillip S. Smalley   Session #84 PD (Record Not Available) Issues of Importance to Plan Sponsors Michael J. Blackburn, Terry L. Mathews   Session #85 PD (Record Not Available) The Current Economic Environment and the Pension Benefit Guaranty Corporation Joseph Austin Applebaum, Ronald Gebhardtsbauer, Vince Snowbarger   Session #86 PD The Long–Term Care Insurance Business: Risk and Historical Perspective Mark D. Newton, Steven J. Mannik, Jay Newman, Larry H. Rubin   Session #87 OF (Record Not Available) Which Distribution Channel Will Win? Abraham S. Gootzeit, Michael J. Akers, Arthur J. Mees Jr., Steve Philips   Session #88 PD (Record Not Available) Wondering about the Latest in Health–Related Research for Actuaries Steven C. Siegel, Corey N. Berger, John I. Mange, Barry D. Senensky   Session #89 OF Risk Management–Framework in a Life Insurance Company Max J. Rudolph, Ellen Cooper, James P. Greaton, Max J. Rudolph   Session #90 OF (Record Not Available) The Effect of Changing Demographics on Group Disability Programs Steven F. Cyboran, Stephen R. Atkins, Andre C. Baillargeon   Session #91 OF Risk–Based Capital Requirements on Variable Annuities with Guarantees Dominique Lebel, Geoffrey Henry Hancock, Jeffrey A. Leitz   Session #92 TS Introduction to Credit Derivatives Craig Fowler, Michael J. Hambro, Gregory P. Henke, Kevin J. Reimer   Session #93 WS (Record Not Available) Current Topics in GAAP Robert J. LaLonde, John O. Esch, Deborah Whitmore, Darin G. Zimmerman   Session #94 WS (Record Not Available) Hot Topics in Credit Insurance and Debt Cancellation Robert J. Butler, Christopher H. Hause   Session #95 OF (Record Not Available) Education Redesign Open Forum Stuart Klugman, Stephen A. Eadie   Session #96 OF (Record Not Available) Health Risk Management Open Forum: Are We on the Right Track? John W.C. Stark, Rajeev Maxwell Dutt, Trevor Pollitt   Session #97 SM (Record Not Available) Financial Reporting and Investment Section Joint Reception Mark J. Freedman, Joseph Koltisko   Session #98 SM (Record Not Available) Nontraditional Marketing Section Wine and Cheese Reception   Session #100 SM (Record Not Available) International Section Reception Visit to Epcot   Session #103 SM (Record Not Available) Management and Personal Development Section Hot Breakfast Simcha A. Segal   Session #104 SM/IF (Record Not Available) Retirement Systems Practice Area Continental Breakfast: The Future of Retirement Security Anna M. Rappaport, Robert H. Stapleford, Anthony Webb   Session #105 SM (Record Not Available) Smaller Insurance Company Section Hot Breakfast Susan M. Reitz   Session #107 SM (Record Not Available) SOA Health Section/AAA Health Practice Council Hot Breakfast John P. Cookson, Janet M. Carstens   Session #110 GS SOA/AAA/CIA General Session Lynn Brewer   Session #113 PD Investment–Related Assumptions Ross Bowen, Kurt Karl, John Ryding, Michelle D. Smith   Session #114 PD The Latest on Executive Retirement Benefits Douglas B. Frederick, Scott C. Clausen   Session #115 D (Record Not Available) United States Versus Canada–Regulatory Processes Keith A. Dall, Jan Graeber Gibson, Miriam Krol, A. David Pelletier   Session #116 1/OF (Record Not Available) Professionalism–It’s Every Actuary’s Responsibility Carl E. Meier, Barbara J. Lautzenheiser, Mike Lombardi, Neil A. Parmenter   Session 117 OF/D International Accounting Standards Debate Mark J. Freedman, Sam Gutterman, Tricia O’malley, David K. Sandberg   Session #118 TS Effect of Malpractice Insurance Costs on Health Care Delivery and Health Insurance Steven E. Konnath, Tim Barth, James D. Hurley, Liam M. McFarlane, Donald J. Palmisano   Session #119 TS The Discipline of Getting Things Done Daniel L. Shinnick, Dikran Ohannessian, Steven A. Weber   Session #120 TS (Record Not Available) As the (Pension Accounting) World Turns Kevin J. Shand, Kyle M. Rudden   Session #123 GS (Record Not Available) Personalities at Work: Toward a Free Trait Agreement Brian R. Little   Session #126 PD Global Developments in Insurer Solvency Assessment Stuart F. Wason, Elizabeth S. Branaum, Harry H. Panjer, David K. Sandberg   Session #127 PD (Record Not Available) International Solutions to Financing Healthcare Kara L. Clark, Gery J. Barry, Joel Shalowitz, Robert J. Williams   Session #128 PD It’s Thursday Morning, I Must Be in Seoul Rejean S. Besner, Frank J. Buck, Eric D’Amours, Jeremy Goford   Session #129 PD Investment Performance Attribution Joseph Koltisko, Catherine E. Ehrlich, Basil P. Rabinowitz, Fred Shen   Session #130 PD North and South of the Border–Product Distinctions Dominique Lebel, Marc–Andre Brunet, Elinor Friedman, Robert Mallette   Session #131 I (Record Not Available) The Funding Methods Are Falling! The Funding Methods Are Falling! Kevin J. Shand, Malcolm P. Hamilton, Mark T. Ruloff   Session #132 OF (Record Not Available) Reputation Risk Management Lynn Brewer   Session #133 OF Ethics in Financial Reporting Darryl G. Wagner, Neville S. Henderson, Josephine A. Robinson   Session #134 TS (Record Not Available) Errors and Omissions Liability and Professionalism Lauren M. Bloom, Mike Lombardi