Description: This panel discussion looks at individual tax qualified products. The areas addressed include regulatory developments, products being used, the effect of volatile money markets on product design, variations in assumptions by market, variations in results by market, defined benefit HR10, spousal IRAs, and Canadian RRSP's.

Description: Panel discussion on current issues, trends, and methodology in individual disability income insurance, including overinsurance, pricing, financial reporting, as well as efforts by professional associations to address these issues.

Description: 1992 SOA Annual Meeting, Washington, D.C. This 1992 session on the Statutory Valuation Opinion covered the following topics: 1. Regulatory issues and the amendments to the standard valuation law. 2. Practical considerations, such as accumulating data, setting assumptions and creating models. 3. Issues and considerations involved in cash-flow testing.

Description: This session discusses the valuation of group long-term disability [LTD] claims. Topics include general valuation issues [duration, claims, reserves, offsets, administration expenses], reviewing financial results, GAAP LTD margins and the impact of margins on pricing. From Record of Society of Actuaries, Vol. 30, No. 1, Session 70

Description: The panelists in this session discuss current industry practices and new considerations on many items of interest to LTD valuation actuaries. Topics include an update on the Group LTD Experience Study, assumptions and methodology for integration provisions, reserve margin illustrations using asset share models, and reserve run out analysis. From the Record of the Society of Actuaries, Volume 29, No. 2, Session 54

Description: This discussion is on selected individual life topics such as: competitive pressures preferred risk/non-smoker policies and the impact of the field force on product design.

Description: Panelists lead participants in a discussion of recent experiences and current issues regarding the valuation of medical and dental insurance and managed care products. Topics include ASOP 22 [asset adequacy analysis for statements of actuarial opinion] and ASOP 41 [communication]. From the Record of the Society of Actuaries, Volume 29, No. 2, Session 102

Description: This panel discussion from the 1977 SOA Meeting focuses on the practical considerations, design and administration of individual policy pension trusts.

Description: This panel discussion from the 1977 Record of the SOA Vol.3 No. 3 involves plan design problems, technical aspects of handling the Funding Standard Account, and reporting and disclosure of individual policy pension trusts.

Description: This 1977 panel discussion examined individual tax qualified products. Areas covered included: 1. Regulatory developments 2. Products being used 3. Effect of the current money market on product design 4. Assumptions 5. Results by market 6. Spousal IRA's