Description: Discusses capital markets, bank loan financing, surplus relief reinsurance, and sound capital structures. From the 1988 Record of Society of Actuaries, Vol. 14, No. 2.

Description: This session discussion is about securization of assets such as premium streams, policy loans or future premium loadings. From Record of the Society of Actuaries Vol. 15, No. 2.

Description: This presentation is a panel discussion, session 54PD, from the 2004 Annual Meeting of the Society of Actuaries, held October 24-27 in New York. Asking the question ‘what's causing a scarcity of capital in the life insurance and life reinsurance industries?’ the panelists discuss emerging sources of capital, and the issues surrounding capital, looking at possible responses from ceding companies, reinsurers, regulators, and rating agencies. Discussion from participants is included. From the Record of Society of Actuaries, Volume 30, No. 3.

Description: This session at the SOA 1990 Hartford Spring Meeting is about surplus management from both a stock and mutual company standpoint. Methods of raising capital, such as financial reinsurance and levelized commission financing, are discussed.

Description: From the Record 1977 Vol. 3, No. 1, this presentation is from a concurrent session at the Society of Actuaries 1977 Regional Meeting, held in Atlanta March 31-April 1. The presentation is an “interdisciplinary examination of techniques, considerations and methodology associated with evaluation of acquisitions, mergers and new ventures.” The presenters focus on the investment, legal, tax, accounting, and actuarial aspects of externally directed activities.

Description: This presentation is an open forum, session 68OF, from the 2004 Spring Meeting of the Society of Actuaries, held June 14-15 in San Antonio, TX. The panelists, investment professionals and an actuary, discuss strategies that life insurance companies use for their capital account [surplus] assets. From the Record of Society of Actuaries, Volume 30, No. 2.

Description: This session discussion is about capital management of insurance companies from three perspectives: product development, investment, and financial reporting. Where appropriate, reinsurance will be incorporated in the discussions. Each section involved has contributed panelists and ideas. From Record of the Society of Actuaries Vol. 15, No. 3B.

Description: This is a discussion of the future of the life insurance business in the USA. Specifically, it discusses corporate structure, marketing strategies, distribution approaches, product design, mergers and acquisitions, federal income taxation and reinsurance.

Description: This session at the SOA 1990 San Francisco Spring Meeting is about aspects of surplus management including objectives of a structured capital management program, surplus management for a stock versus mutual company, and sources and costs of raising capital.

Description: In session 38PD of the San Francisco Annual Meeting panelists discuss the pros and cons of the recent development of securitization in the U.K. life insurance industry, and the applicability of these issues to the North American life and health market. From the Record of the Society of Actuaries, Vol. 25, No. 3.