Description: This session from the 1995 SOA New Orleans Meeting addresses issues facing mutual companies concerning the ability to ensure profitable growth. Various strategies discussed include surplus notes, demutualization, merger, and sale/acquisition of blocks of business. From the Record of the Society of Actuaries, Vol. 21, No. 1.

Description: This teaching session was presneted at the SOA's 1976 Spring Meeting in Houston. The session presented an overview and various considerations related to Estate Planning.

Description: Panelists provide regulatory updates about risk classification [including AIDS application issues], valuation and nonforfeiture, and cost disclosure. From the 1987 Record of Society of Actuaries, Vol. 13, No. 2.

Description: In this session 120F of the New York Annual Meeting the panel discusses the impact that the Insurance Marketplace Standards Association and other recent market conduct developments will have on the practice and the profession of the actuary. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: This session from the 2003 SOA Orlando Meeting focuses on WL and UL insurance products offered in the U.S. and Canada, market and regulatory differences and similarities, the comparison of product offerings and an overview of current issues in product development. From the Record of the Society of Actuaries, Volume 29, No. 3.

Description: From the Record 1977 Vol. 3, No. 1, this presentation is from a concurrent session at the Society of Actuaries 1977 Regional Meeting, held in Atlanta March 31-April 1. The presentation is an “interdisciplinary examination of techniques, considerations and methodology associated with evaluation of acquisitions, mergers and new ventures.” The presenters focus on the investment, legal, tax, accounting, and actuarial aspects of externally directed activities.

Description: This panel discussion is about the basic concepts of non-participating life products with non-guaranteed or ideterminate premiums. Various issues around pricing, product design, reserving, regulatory approval and taxes are discussed.

Description: 1993 SOA Meeting, Quebec. This session is about product trends, state regulations, disclosure requirements and tax status. Topics included: 1. The development of the NAIC model regulation on accelerated benefits. 2. Some state-specific responses to accelerated benefit products. 3. The tax status of accelerated benefits. 4. ACLI comments regarding several shortcomings in the model regulation.

Description: This session from the 1995 SOA New Orleans Meeting provides information on insurance company ratings including the Moody's rating: the process, quantitative measures, qualitative rating, and the level of surplus. Other issues are the reliance on credit agencies for GIC buyers and how organizations use the ratings. From the Record of the Society of Actuaries, Vol. 21, No. 1.

Description: This session discussion is about competitive strategies in mass marketing for both direct response and payroll deduction marketing. From Record of the Society of Actuaries Vol. 15, No. 2.