Description: This discussion is on asset management for an insurance company, including issues of varying investment strategies for different product lines through various asset segmentation approaches, management of the assets supporting surplus, and asset/liability risk management considerations

Description: Presentation at June 1980 SOA meeting. Discussed the responsibility of the actuary on self-funded group insurance plans and how this might differ for consultants as opposed to insurer staff, and provides specific case studies.

Description: This session from the 1995 SOA Boston Meeting covers usage, sales methods, and design of COLI products and their many variations. Presenters will discuss market potential, distribution systems, risks, product features, pricing implications, and tax issues. From the Record of the Society of Actuaries, Vol. 21, No. 4b.

Description: Discusses markets, how they were affected over the years by changes in tax laws, plans of insurance, pre- and post-sale illustrations, underwriting, field compensation, and administration. From the 1988 Record of Society of Actuaries, Vol. 14, No. 2.

Description: This panel discussion is from the 1991 Meeting of the Society of Actuaries, held May 16-17 in New York. Noting that “within the life insurance industry there is increasing skepticism as to whether illustrations of projected policy values will be met,” the panelists discuss the Illustration Problem. They consider whether the problem is real, and whether current disclosure standards are inadequate. Other topics include whether it is possible to design an understandable method which cannot be manipulated, what responsibilities actuaries have in developing adequate standards, and regulatory activities. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 2.

Description: This session discussion is about Federal Income Tax, policy issues, single premium products, inside buildup and corporate owned life insurance. From Record of the Society of Actuaries Vol. 15, No. 2.

Description: Panelists discuss various aspects of proposing, developing, and managing equity-indexed insurance products. From the 1997 Record of Society of Actuaries, Vol. 23, No. 3.