Equity-based Insurance Guarantees Conference, Boston, Oct 2008. This session reviews the evolution of the marketplace leading up to the current product designs in the VA/EIA markets. Outline: - Product and Market Trends – North America - Product and Market Trends – Global - Rating Agency/Regulatory Developments - Recent Trends with Risk Management - Outlook

This session will focus on the current developments and considerations that actuaries are facing related to Illustration Model Regulation compliance including both life insurance and annuities. The Life Insurance Illustration Model Regulation is over 15 years old. So what have we learned from the last 15 years and how will we use it going forward? Discussion topics will include the revised practice notes, indexed products, in-force issues, the recent annuity model regulation and other areas of interest to pricing and illustration actuaries.

Slides from a presentation at the Society of Actuaries 2007 Annual Meeting, held in October, 2007 in Washington, D.C. Two topics were presented: 1. Discussion of marketing life and annuity products in banks in the USA and globally 2. credit insurance: marketing efforts including sales history and loss ratio history

This session will define predictive analytics and discuss what is being done today as well as what is being considered for the future with respect to predictive analytics in underwriting.

This session from the 2009 ReFocus Meeting discusses how the insurance industry is currently serving or 'underserving' the middle market and the key issues and challenges in serving this market.

Presented at Product Development Actuary Symposium May 2008. Reviews the update of ASOP no. 24 on illustrations and the revisions to the related Practice Note.

2010 Seminar - Pricing in 2010 and Beyond: The New Frontier, Tampa. This session discussed where we are headed with respect to profitability, regulation, taxation, guarantees, flexibility, distribution, demographics, pricing complexity, and inflation.

This is a table from an article in The Actuary Magazine entitled A Strategic Analysis of the US Life Insurance Industry Part II: Products.

These are the appendices to a report summarizing the results of a Delphi study to identify and debate possible new approaches or Blue Ocean Strategies to acquiring business by life insurers.

This report summarizes the results of a Delphi study to identify and debate possible new approaches or Blue Ocean Strategies to acquiring business by life insurers.