Description: Informal discussion of the role of life insurance in the national savings. Topics included: A. Life insurance company market share of the savings dollar. B. Impact of mutual fund investments on life insurance company sales. Types of marketing procedures used in the sale of life insurance in combination with mutual fund investments. C. Strategic desirability of variable life insurance policies as a means of recognizing the demand for equity investments. Statutory changes required before such policies can be marketed.

Description: This is a discussion about insurance company equity products from the viewpoints of the actuary, the agent and the regulatory authority. From Transactions of Society of Actuaries 1969, Vol. 21 Pt. 2, No. 59.

Description: This discussion is about the new procedures that are being used or are contemplated in the preparation of new rate books and policy forms with reserves and cash values computed under the 1958 CSO Table.

Description: Discusses agency management compensation, agent financing, cost of developing new agencies, successful business development methods.

Description: This discussion on individual insurance policy plans and rates looks at revisions made in mortality, interest and expense assumptions in recent changes in participating and non-participating premiums for life insurance and supplemental benefits. Also discussion of advantages and disadvantages of issuing to women a special life insurance policy, or class of policies. Finally, a discussion of the safeguards placed on the conversion of family income and decreasing term insurance riders to permanent insurance and the experience on such conversions?

Description: This discussion examines new products and marketing issues pertaining to individual life insurance. Topics include: A. Proper role for and impact of higher minimum amount and preferred risk policies. B. Changes made in recent years in the distribution of new issues by plan of insurance and mode of premium payment, C. Advantages and disadvantages of issuing to women a special life insurance policy, or class of policies, involving different basic assumptions from those used for other policies D. Plans marketing policies for which the insurance premiums are paid by 1 bank loans arranged with the assistance of the agent, 2 premium deposit plans, 3 bank drafts and postdated checks.

Description: This session at the SOA 1962 Jacksonville and Chicago Regional Meetings focused on challenges and opportunities of the multi-line company, especially the cross-selling of life and property/casualty insurance.

Description: This paper uses operations research to develop the answer to a question concerning the optimal size of a debit, which is a defined geographical area for an agent to sell and service business as part of a 'combination company' operation. From Transactions of Society of Actuaries 1968, Vol. 20, Pt. 1, No. 57.

Description: This discussion on agency compensation looks at the effect of the New York regulations, if compensation has kept pace with inflation, the effect of more term sales on compensation, and the effect of raising minimum amounts sold on very small policies.

Description: The panel discusses arrangements that are being adopted to finance agents and agencies, the value of annualized commissions and agency statistics for measuring the performance of individual agencies. From Transactions of Society of Actuaries 1959, Vol. 11, No. 29 AB.