Description: These are the appendices to a report summarizing the results of a Delphi study to identify and debate possible new approaches or Blue Ocean Strategies to acquiring business by life insurers.

Description: This report summarizes the results of a Delphi study to identify and debate possible new approaches or Blue Ocean strategies to acquiring business by life insurers. Appendices are included.

Description: Decomposes guaranteed minimum maturity benefit option into a basket of components, and values each component with both a Black-Scholes model and a regime-switching GARCH model. Performs sensitivity analysis on dynamic lapse assumption.

Description: Social Security provides financial protection by annuitizing retirement. This is not enough for many. My idea creates an additional annuity via Social Security.

Description: Presented at May 1996 Spring Meeting. Speakers from a bank, stockbrokerage and mutual fund company address, for their industry, the nature of customer contact, methods of distribution, investment management capabilities, the need for a level playing field, and potential cross-breeding of various industries.

Description: Presented at October 1996 Annual Meeting. The panelists in this interactive session not only discuss the newest annuity features, but also explore some socioeconomic trends and how an annuity could be designed to capitalize on those trends.

Description: Presented at October 1986 Annual Meeting. This session discussion is about interest-sensitive products and methods of arriving at current rates, current regulatory restraints on illustrative rates, illustrations of vanishing premium products, advantages of deferring taxes on inside build-up, trends toward emphasis on marketing of financial services and buy term and invest the difference.

Description: This discussion looks at steps insurance companies take to regain a greater share of the available savings dollars, developing trends toward a separation of the insurance and investment elements of life insurance contracts, as wells a the feasibility to make endowment and other investment-type contracts more attractive by reduction or redistribution of first year expenses.

Description: ERM and Investment strategies for healthcare companies

Description: A 2015 Society of Actuaries Report (co-sponsored by the Reinsurance Section, Product Development Section, and Committee on Life Insurance Research) entitled “Life and Annuity Living Benefit Riders: Considerations for Insurers and Reinsurers,” is available on the Society of Actuaries website (www.soa.org). It covers a wide range of living benefit riders with medically-related triggers on life or annuity products. This article is largely derived from that report, covering several of those riders. In order to add to the marketing implications of these plans, Claude Thau, in his capacity as President of Thau, Inc. has provided additional commentary from the perspective of a marketer who is active in this field.