Description: Presented at June 2000 Spring Meeting. Discusses adjustments mutual company actuaries have to make after demutualization: financial reporting, product design and pricing, profit measures, and roles and opportunities.

Description: From the 1985 Valuation Actuary Symposium A perspective on the role of the valuation actuary and how it has and will change in the USA, Canada, and the UK.

Description: Task Force report on life insurance company sales illustration practices from the perspective of the consumer. The study analyzes how well current illustration practices serve their primary functions of: 1. showing the consumer their policy values and premium payments over time, and 2. projecting best estimates of future performance and providing cost and performance comparisons with other policies.

Description: From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23, 2000 The panel provides background on the impact of the passage of HR10 in November 1999 on the future of credit insurance, as well as the life insurance industry in general.

Description: This panel discussion occurred at the SOA's 1975 Bal Harbour meeting. The topic was the relationship of the actuary to the policyholder including, non-discrimination issues, improved policyholder service, dividend philosophy, cost comparisons and disclosure obligations. 1975 Record Vol. 1, No. 4

Description: Presented at June 1986 Spring Meeting. This session discussion is about the process used by lobbyists to influence legislation and regulation: issue identification, grass roots campaigns, direct one-on-one lobbying.

Description: From the 1986 Valuation Actuary Symposium, held in Washington DC in October 1986 Discussion of the future role of the valuation actuary

Description: Discussion of the attitudes of consumers and consumerists regarding the life insurance industry and its products and a discussion of opportunities for improvement Topics include: 1. Disclosure to existing policyholders 2. Policy loan problems, including the policy replacement problem 3. dividend determination practices and 4. deceptive sales practices in the llfe insurance business.

Description: In this paper, Chapter VII of the 1987 Valuation Actuary Handbook, the author, an attorney with the American Academy of Actuaries, discusses the valuation actuary concept, starting with the current regulatory system. The potential legal implications, including personal liability, are explored. The author notes that “perhaps most significant is the fact that by increasing the scope of the valuation actuary’s duties, the nature and scope of potential professional liability also increase.”

Description: From a session at the 2000 Valuation Actuary Symposium held in Washington DC, September 14-15, 2000 A panel of regulators share their perspectives on valuation actuary issues and relationships with valuation actuaries and professional and industry associations.