Description: Presented at May 1986 Spring Meeting. This session discussion is about types of products involved, accounting alternatives, federal income tax considerations, status of FASB proposal, requirements of SEC, and asset/liability matching requirements of regulators.

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: Panelists at this session at the SOA 1998 Maui I Spring Meeting discuss recent compensation developments and trends in the financial services industry.

Description: This 1977 panel discussion focused on effective product management of life insurance. Topics included: 1. Definition of effective product management 2. Internal organization required 3. Establishment of objectives for a product line 4. Coordination of company activities with respect to initial design 5. Monitoring

Description: This panel discussion session focuses on activities related to deferred annuities including methods of reflecting fluctuating interest rates in amounts credited to contract-holders, recent product design innovations, and reserves.

Description: Panelists at this session of the SOA 2003 Washington, DC Spring Meeting discuss how changes in interest rates affect the assets and liabilities of a life insurance company and what a company can do to prepare. This session examines historical trends in interest rates and how companies have reacted to both sudden and gradual changes.

Description: This session discussion is about annuity product developments. The market value adjusted products, non-tax deferred products, non-surrenderable annuities, qualified market developments, effect of non-aggregation rule and variable annuity developments. From Record of the Society of Actuaries Vol. 15, No. 2.

Description: This session at the SOA 1990 Annual Meeting presents an overview of the annuity market, discussion of various annuity product designs including CD annuities, modified guarantee plans, split annuities, and TSA plans, and distribution issues.

Description: 1992 SOA Regional Meeting, Anaheim. This session addressed the product management actuary and the product management process. Topics discussed : 1. The monitoring of the environment and how that monitoring leads to the generation of ideas. 2. Consideration of how those ideas are affected by distribution, marketing, and organizational issues. 3. The setting of assumptions. 4. How to get different areas of your company to work together, and ways to bring the product to market as quickly as possible. 5. How to manage business once your company places it on the books.

Description: This keynote address at the SOA 1990 Hartford Spring Meeting discusses issues in the securites industry and points out parallels to the life insurance industry.