Description: This discussion at an SOA 1968 Regional Meeting looks at research on agency operations and actuarial involvement.

Description: 1999 SOA Regional Meeting, Atlanta. The stated objective of this session was to provide a good feel of what financial service convergence means. It included a legislative update of what was happening in Washington in 1999 and discussions on customer segmentation, on bancassurance products, and distribution channels within a bank.

Description: From a session at the annual meeting of the Society of Actuaries held in Chicago, Illinois, October 15-18, 2000 Discussion of how products and services are tailored for in-bank insurance sales. Particular emphasis is placed on the middle-income market. Particular issues include product design, underwriting, policy issue, sales support, and field and customer access to the home office for service.

Description: 1993 SOA Annual Meeting, New York. This session is about financial service business: Who's selling what? Topics included: 1. Growth of fixed annuities as sold through banks and thrifts, stockbrokers, and other nontraditional sources. 2. What is the current of variable life and annuity products in the financial services business? 3. What does the future hold for variable products in financial services?

Description: 1998 SOA Spring Meeting, Maui. Panelists discussed some of the issues involved with marketing insurance products to military personnel. Questions addressed included: 1. Can a war exclusion apply in this market? 2. What are the underwriting requirements? 3. What products are successful? 4. How should you approach market segmentation?

Description: This session at the SOA 1990 Annual Meeting looks at bank ownership and control of insurance companies around the world. Focus is on cultural differences between banking and insurance, regulatory issues, distirubtion, and products.

Description: This session from the 1983 SOA Hollywood, Florida Meeting discussed agency strategies for marketing success including compensation patterns, agency organization, product development and marketing techniques. From Record of the Actuaries Vol. 9, No.4

Description: Presented at the April 1985 Spring Meeting. More agents are becoming independent. Discussion covers how to support and do more for them, and their impact on product design.

Description: This report helps to identify key socioeconomic trends influencing the need and demand for the industry's products and services, and how these trends will influence marketing methods.

Description: This article discusses the market potential for preneed insurance.