Description: This session discussion is about market developments, federal income tax outlook, investment strategy/crediting strategy, pricing considerations, valuation, nonforfeiture, and state filing considerations. Survivorship life also was discussed in the Q&A. From the 1987 Record of Society of Actuaries, Vol. 13, No. 4B.

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 presentation is a panel discussion, session 46PD, from the 2004 Spring Meeting of the Society of Actuaries, held June 14-15 in San Antonio, TX. The panelists, industry and tax leaders, discuss recent, ongoing and potential issues, including initiatives affecting various products and markets, including corporate-owned life insurance [COLI] and business-owned life insurance [BOLI] issues, as well as some of the recent guidance that's been issued that affects Section 412[i] plans. Other topics are Internal Revenue Code Sections 7702 and 7702A, and the 2001 CSO Mortality Table. Discussion from participants is included. From the Record of Society of Actuaries, Volume 30, No. 2.

Description: This session from the 1995 SOA New York City Meeting reviews developments in savings product design including equity-indexed annuities, CD-type annuities, the market value adjusted market, an assessment of purchasing trends and developments in other countries. From the Record of the Society of Actuaries, Vol. 21, No. 2.

Description: This session from the 1983 SOA Spring Meeting discusses product unbundling strategies, strategies for the development and marketing of services and products and the target markets for these products. From Record of Society of Actuaries Vol. 9, No. 1

Description: From session 63 PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999, panelists discuss current issues including adoption status and proposals for various regulations critical to product development efforts. Impact of XXX on product design and reserves is also discussed. From the Record of the Society of Actuaries, Vol. 25, No. 1.

Description: This session from the 1995 SOA New Orleans Meeting addresses issues facing mutual companies concerning the ability to ensure profitable growth. Various strategies discussed include surplus notes, demutualization, merger, and sale/acquisition of blocks of business. From the Record of the Society of Actuaries, Vol. 21, No. 1.

Description: In session 59D of the Palm Desert Spring Meeting panelist discuss recent technological advances that are making oral fluid and urine testing more useful as underwriting techniques for life insurers. From the Record of the Society of Actuaries, Vol. 23, No. 1.

Description: In session 155 PD of the New York Annual Meeting the panel discusses some of the challenges for actuarial, underwriting, and marketing personnel posed by the growing proliferation of underwriting classes. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: Panelists discuss the impacts of adopting the 2001 CSO mortality table, including effects on reserves, cash values, premiums, maximum cost of insurance rates, and corporate and policy taxation. From the 2002 Record of Society of Actuaries, Volume 28, No. 3. Session 8PD of the Boston Annual Meeting.