Description: Presented at May 2002 Spring Meeting. Discusses the proposed new valuation table and how it affects future product development and design.

Description: Full version of The Actuary Newsletter Volume 36, Number 10 - December 2002

Description: Full version of Product Matters! November 2002, Issue No. 54.

Description: Full version of Small Talk Newsletter, November 2003, Issue No. 21.

Description: Full version of Product Matters! March 2005, Issue No. 61.

Description: From a panel discussion session at the 2002 Valuation Actuary Symposium, held in Lake Buena Vista, Florida, September 19–20, 2002 Panelists discuss the several issues regarding the 2001 CSO table. Attendees explored the implications for statutory reserving in general, implications for reserving under Regulation XXX, implications for the tax definition of life insurance, and other broad strategic issues. The timeframe and adoption mechanics for statutory reserving, tax reserving, and Section 7702 were also discussed.

Description: In this session 14 PD of the New Orleans Annual Meeting, the panel, including a member of the SOA Life Experience Committee, provides an update of the work currently being carried out by the SOA, contributions to SOA studies, and the development of the New Valuation Basic Mortality Table. From the Record of the Society of Actuaries, Volume 27, No. 3.

Description: This article highlights the interaction between pricing and corporate. There is a move toward principle-based reserving standards in the United States.

Description: Presented at May 1996 Spring Meeting. Speakers from a bank, stockbrokerage and mutual fund company address, for their industry, the nature of customer contact, methods of distribution, investment management capabilities, the need for a level playing field, and potential cross-breeding of various industries.

Description: This article discusses the development process and the impact of implementing levelized commission products.