Description: Latin America has acquired an economically strategic importance in the process of globalization that it did not have a decade ago. The region has attracted significant attention and investment by the international insurance industry. This article explores some issues related to the growth in supply of insurance companies capacity, the relatively slower pace of growth in consumer demand for their products, and the factors that companies can identify in forming their strategies to achieve their objectives.

Description: The article is Part 1 of two articles that provide a case study for the development of a profitability and risk dashboard. The sample dashboard provides distilled information regarding actual to expected (A/E) ratios for key risks, agent quality scores and customer value scores. The dashboard would also provide the value of new business written, surplus strain, debit balances, and expected losses on debit balances at different levels, down to the agent level. A product mix index is provided, together with visual comparisons of key metrics to the company's business plan. The Part 2 article will add information to the dashboard regarding risk margins, target capital, and company value.

Description: This discussion is about the pros and cons for smaller companies to affiliate or tie in with casualty carriers.

Description: In 2007, members of the Forecasting & Futurism Section were joined by members of the Technology Section and the Marketing & Distribution Sections to conduct a Delphi study about possible developments in the life insurance industry. It was named it “Blue Ocean Strategies in Technology for Business Acquisition by the Life Insurance Industry.” The goal was to have a panel of experts—actuaries and other financial professionals from across the country—identify and debate possible new approaches to acquiring business by life insurers. Panelists were asked to answer questions about possible “Blue Ocean Strategies.” This article highlights the ideas that resulted from those discussions as well as survey results on the same subject.

Description: The presenters focus on traditional and non-traditional techniques for setting IBNR and assume some experience on the topic. Take in a brief overview of the basic development of IBNRs for financial reporting. Then explore general considerations and various methods used to estimate claim costs, plus understand variability in IBNR projections as well as challenges that arise in certain situations. There will be opportunities for the audience to share ideas and considerations based on past experiences.

Description: This discussion at an SOA 1968 Regional Meeting looks at research on agency operations and actuarial involvement.

Description: This is an appraisal of changes from a previous edition of the book, Actuarial Phases of Marketing Operations-Individual Life and Health, by the Society of Actuaries and LIMRA.

Description: This session at the SOA 1962 Jacksonville and Chicago Regional Meetings discussed agent compensation issues with a focus on financing arrangements and agent turnover.

Description: This session at the SOA 1990 San Francisco Spring Meeting discusses issues in designing a field compensation structure including practical considerations, optimizing effectiviness and dealing with New York expense limitations.

Description: Proposes alternatives for estimating the long term interest returns in Indexed Universal Life products. Defends expected return of 20%-45% on hedge budgets.