Description: This literature guide focuses on individual life insurance distribution, with an emphasis on marketing operations which use the agency distribution system - although much of the material is applicable to direct response marketing.

Description: Presented at October 1985 Annual Meeting. Discussion includes: case history of Inter-State Assurance Company, case history of Unionmutual Life, Society of Actuaries Task Force on Mutual Life Insurance Company Conversion, Demutualization legislation Proposed in New York.

Description: This 1981 session focused on Life and Casualty Company Organization for the 1980's. Topics included: 1. The Emerging Managerial Environment 2. Emerging Strategies - What new strategies are called for, and how will goals change with respect Co: a. Profit? b. Surplus levels? c. Growth? 3. Emerging Organization - How should companies organize for the future? From Record of Society of Actuaries, Vol. 7, No. 3.

Description: Presented at May 2005 Spring Meeting. Panelists discuss the current status since the passage of the Gramm-Leach-Bliley bill, outlook for bank distribution of insurance products, and experiences with bank-insurer conglomerations.

Description: Presented at May 2002 Spring Meeting. Insurance and banking experts update financial services convergence issues since the passage of Gramm-Leach-Bliley 'GLB, a.k.a. Financial Services Modernization Act'. Company reaction to the passage of GLB, actuarial contributions to the process and future actuarial implications are addressed.

Description: Presented at June 1985 Spring Meeting. This session discussed: Demutualization process overview, Considerations, Current developments - Society of Actuaries committee New York legislation, Accounting for the demutualized company, How investment analysts will view the demutualized company.

Description: Presented at June 1986 Spring Meeting. This session discussion is about the regulatory environment for banking and insurance, the crossover opportunities and the various types of sales distribution alternatives. Consideration also will be given to the obstacles in such a relationship, including corporate culture and the various risks involved for both the bank and the insurance company.

Description: Update on the potential impact of national health law legislation, and discussion of the influence of inflation on both the relation between actual and expected claims, and the design of new benefits and administrative procedures. This presentation was made at the 1975 SOA Los Angeles Spring Meeting.

Description: Presented at October 1986 Annual Meeting. This session discussion is about the impact of the AIDS epidemic, legal challenges to risk classification practices, impact on practices resulting from these challenges and from trends in areas such as preferred risks and guaranteed issues, possible future developments in underwriting and risk classification and how they may impact product design and marketing.

Description: Discussion of anticipated marketing and pricing considerations of Group Insurance in the 1980's including: a. Regulatory environment including National Health Insurance b. Economic and growth potential c. Competition including Health Maintenance Organizations d. Technology e. Evolving role of employee benefits f. Products g. Pricing considerations h. Marketing approaches Also, discussion of the 1960's and the 1970's a. Major influences b. Benefit changes c. Alternate funding approaches 2. The 1980's environment a.