Description: Presented at June 1996 Spring Meeting. This session presents a summary of pension plan qualification/registration requirements for the U.S., Canada, and other countries and the means that some sponsors have used to comply with them.

Description: This 1981 session on Fiscal and Monetary Policy dealt with questions of i. What are current U.S. and Canadian policies? 2. What is the outlook for fiscal policy in the U.S. and Canada? 3. What does current monetary policy imply for financial and credit markets and interest rates? 4. What political, social and economic changes must occur for nominal interest rates to begin steadily declining toward parity with real interest rates? From Record of Society of Actuaries, Vol. 7, No. 2.

Description: Experts discuss: [1] an overview of U.S. taxation of life-insurance income from 'controlled foreign corporations' [CFCs], [2] the actuarial aspects of the taxation of CFCs, and [3] taxation issues relative to minority-owned [not 'controlled'] foreign corporations. From the 1997 Record of Society of Actuaries, Vol. 23, No. 3.

Description: Presented at May 1996 Spring Meeting. This session provides an update on current annuity financial reporting topics, including: status of annuity valuation law revisions and proposed Actuarial Guideline GGG.

Description: Presented at June 1985 Spring Meeting. Discusses proposed guidelines, why they are necessary, how ceding companies will be affected, and the impact of recent auditing and U.S. tax law developments.

Description: Presented at June 1985 Spring Meeting. This session features a discussion by a panel of economists covering likely economic scenarios in the short- and long-term from an international point of view. It will include a provocative look at the possibilities for U.S. economic development in the 1990s and the consequent effects on international conditions.

Description: From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23, 2000 Topics covered in this session included: 1. Which customer segments may or may not be Internet-literate and how they can be identified, 2. How to determine the needs of identified customer segments and which of these needs can be served through the Internet, 3. Product consideration given Internet distribution, including design, agent involvement, and regulatory/compliance considerations.

Description: This presentation is a teaching session, number 98TS, from the 2000 Annual Meeting of the Society of Actuaries, held October 15-18 in Chicago. The financial services industry is changing rapidly. Thirty years ago the industry made its profits from mortality and expense margins in premiums. Fifteen years ago it was interest margins on fixed annuities and universal life. Today profits come from fees on variable products, interest margin on fixed products, and mortality on term insurance. The instructors look to the future and discuss where profits will come from 10 years from now. Discussion from participants is included. From the Record of Society of Actuaries, Volume 26, No. 3.

Description: This is a discussion of indexed coverages for individual contracts. It covers such topics as the history of indexed coverage in the U.S. and Canada and other countries and the possibilities for the ideal fully-indexed permanent life insurance and disability income plans.

Description: Panelists, along with significant audience participation, discuss the proposed changes in tax law for life insurance [which became Section 7702A], company reactions [especially regarding in-force-dividend policy] to the dropping new-money yield rates available, the nascent long-term-care-insurance [LTCI] and accelerated death benefit [ADB] coverages, group universal life products [GULPs], leveraged corporate-owned life insurance [COLI], and the impact of the recent stock-market dip on variable universal life [VUL] sales. From the 1988 Record of Society of Actuaries, Vol. 14, No. 2.