Description: Panelist discuss issues relating to new medical technologies and how these are going to affect the practice of medicine, the delivery of care, the costs of care, the insuring of care, claims handling, utilization, and cost management. From the Record of the Society of Actuaries, Vol. 25, No. 2.

Description: Panelists discuss various managed care strategies and their experiences with how well these strategies have been implemented in the individual and small group market. From the Record of the Society of Actuaries, Vol. 25, No. 2.

Description: From session 63 PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999, panelists discuss current issues including adoption status and proposals for various regulations critical to product development efforts. Impact of XXX on product design and reserves is also discussed. From the Record of the Society of Actuaries, Vol. 25, No. 1.

Description: From session 75CS at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999, Presenters identify issues and challenges faced by the valuation actuary when performing cash-flow testing on equity-indexed and variable products.

Description: 1999 SOA Regional Meeting, Atlanta. In this session experts from the regulatory environment and from the insurance industry discussed whether the public interest is best served by the states or the federal government being the primary regulators of insurance or some system of bifurcated regulatory authority shared between the states and the federal government.

Description: From a session at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Equity-indexed products require an asset strategy that matches the equity options embedded in the liability. The panel discusses the following: A. Two asset strategies 1. Purchasing equity options that match the liability options: Is this a perfect match or are there still unhedged risks? 2. Dynamic hedging using the mathematics of “the Greeks”: Is it self-insuring? B. Accounting issues with these strategies

Description: From session 74PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999. Panelists explore the features, uses, and market for buyers of survivorship life products.

Description: This presentation, session number 7PD, took place at the 1999 Spring Meeting of the Society of Actuaries, held May 24-25 in Atlanta. Panelists discuss proposed new U.S. and Canadian requirements and ramifications for variable annuities with guaranteed minimum death, income, and maturity benefits. Ways to assess and reduce the economic risk, reserves, and capital requirements are also discussed. From the Record of the Society of Actuaries, Vol. 25, No. 1.

Description: From a session at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Panelists address a range of issues related to product development in life insurance companies.

Description: From a session at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Panelists discuss the process of selecting outside investment managers.

Description: This presentation, session number 90PD, took place at the 1999 Spring Meeting of the Society of Actuaries, held May 24-25 in Atlanta. The last two years witnessed a proliferation of guarantees on variable annuities and competing investment products: guaranteed living benefits and death benefits on variable annuities, as well as mutual fund death benefits and Canadian segregated funds. “To estimate costs of these benefits, companies have moved away from stochastic modeling to capital market pricing approaches. A panel of experts identify the various risks associated with these guarantees, provide an overview of the different pricing methodologies used in determining the costs, discuss whether companies are charging enough for these risks, and forecast the next wave of guarantee designs.” From the Record of the Society of Actuaries, Vol. 25, No. 1.

Description: From a session at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Panelists discussed a comprehensive risk management approach to quantify the risk exposure from various sources.

Description: From a session at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Panel examined the failure of three major life insurance companies in North America: Executive Life, Mutual Benefit, and Confederation Life, changes that have taken place in the aftermath of these failures, and the likelihood of future failures.

Description: 1999 SOA Spring Meeting, Atlanta. This session addressed the risks and potential costs of long-term guarantees in some insurance products. Topics included: · Guaranteed annuity purchase rates - how close are current rates to the guarantees? · Guaranteed minimum credited rates. · Guaranteed bonus rates.

Description: From session 60PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999, Panel examines a range of issues surrounding the organization of the actuarial department of an insurance company.

Description: 1999 SOA Regional Meeting, Atlanta. In this session on financial performance measurement in life insurance companies, the panelists discussed: 1. Value-added financial analysis. 2. Performance management using transfer pricing. 3. Investment benchmarking.

Description: From session 77IF at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999, panelists explore the workings of the Actuarial Standards Board.

Description: Table of Contents for the May 1999 Spring meeting of the Society of Actuaries

Description: 1999 SOA Annual Meeting, San Francisco. This panel discussion dealt with several new product types and the accounting profession's efforts to provide guidance. The five product types below do not fit neatly into the rules set forth in Statement of Financial Accounting Standards 50 and 97: 1. Variable annuities with guaranteed living benefits. 2. Equity-indexed products. 3. Market-value-adjusted annuities. 4. Annuities with a front-end bonus feature. 5. Investment contracts with no significant source of profit other than interest spread.

Description: In session 132 PD of the New York Annual Meeting panelists discuss the content and status of the draft NAIC Actuarial Guideline ZZZ and the work of the AAA Task Force on Variable Products with Guaranteed Living Benefits. The Black-Scholes option pricing method is also covered. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: In this session 36OF of the New York Annual Meeting panelists discuss and compare the risk management practices used by insurers and by banks. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: At this session 138OF of the New York Annual Meeting panelists provide a brief history of the unified valuation system concept, including objectives, and discuss intended users of the output from the system. A progress report on the proposed valuation law is also presented. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: Panelists provide an overview of risk-based capital requirements. Also discussed are shortcomings and proposed changes currently under consideration. Practical issues with the implementation of these ideas are also presented. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: In session 32 IF of the New York Annual Meeting the panel discusses the ongoing consolidation at the domestic and foreign levels of the financial services industry, and the ensuing need for an international accounting standard. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: In session 131 PD of the New York Annual Meeting panelists discuss ways to maximize the usefulness of value-added methodology, especially the leveraging of value-added information. From the Record of the Society of Actuaries, Vol . 24, No. 3.

Description: In session 3PD of the New York Annual Meeting the panel discusses solutions such as data software and interface standards as possible solutions to the problem of having many different data storage and analysis systems that don't speak to each other. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: 1998 SOA Annual Meeting, New York. Panelists discussed the activity of the newly emerging mutual holding company structure. Advantages and disadvantages of a MHC structure were addressed.

Description: At this session 4PD of the SOA Annual Meeting in New York the panel discusses issues stemming from an AAA study of valuation and insurance in 14 countries on 5 continents, and what the U.S. could learn from these findings. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: In session 8PD of the New York Annual Meeting the panel discussion focuses on a range of problems encountered in managing a book of derivatives supporting an existing equity-indexed portfolio. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: Presenter of session 48OF of the New York Annual Meeting discusses the psychology of investing. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: This panel at the SOA 1998 New York Annual Meeting discusses current developments in the market for long-term-care insurance including underwriting, regulatory activity, pricing and plan design.

Description: In this session 94PD of the SOA Annual Meeting in New York the panel examines the communications link between the technical world of actuarial measurement based on cash-flow testing and the real world or daily and strategic decision making at top levels of insurance companies. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: In session 51CS of the Maui I Spring Meeting the Panel describes what every actuary should know about mergers and acquisitions in the life and health insurance business. From the Record of the Society of Actuaries, Vol. 24, No. 1.

Description: Panelelists at this session at the SOA 1998 Maui I Spring Meeting present their thoughts on how life and disability risk assessment and underwriting might be performed in the 21st century. Focus is on how technology can change and speed up the process.

Description: Panelists discuss different aspects of self-selection among Medicare options. From the Record of the Society of Actuaries, Vol. 24, No. 2.

Description: Panelists report on the status of activities by national associations in regard to risk-based capital requirements for health insurers. From the Record of the Society of Actuaries, Vol. 24, No. 2.

Description: Panelists at this session at the SOA 1998 Maui I Spring Meeting present methods and models for determining policyholder behavior with respect to lapses and interest rates in order to value liabilities and embedded options in life and annuity products.

Description: Panelists at this session of the SOA 1998 Maui II Spring Meeting discuss trends in the administration and design of employee benefit , specifically, hybrid plans and the outsourcing of administration.

Description: This session at the SOA 1998 Maui I Spring Meeting discusses issues related to the more direct involvement of actuaries on the asset side of the balance sheet.

Description: This session at the SOA 1998 Maui I Spring Meeting looks at the fair value of liabilities focusing on financial measurement, FASB 115, implications of various methods and a status update. Case studies comparing statutory, GAAP and fair value results are discussed.

Description: Panelists at this session of the SOA 1998 Maui II Spring Meeting present methods for scenario generation and establishing stochasitc models for pension plans.

Description: Panelists at this session of the SOA 1998 Maui I Spring Meeting presents their approach to an integrated risk management framework that assesses the level of risk in the organization and where it lies on the balance sheet.

Description: Panelists discuss the need for pension fund managers to continually reexamine their allocation of funds across broad asset classes, and determine the most prudent mix of investments. From the Record of the Society of Actuaries, Vol. 24, No. 2.

Description: This session at the SOA 1998 Maui I Spring Meeting gives an overview of the equity indexed market and discusses the issues associated with managing these products after issue.

Description: Sam Gutterman presents his paper, 'Expenses and Pricing', at this session at the SOA 1998 Maui I Spring Meeting. He discusses the need to control expenses and reflect them appropriately in pricing as vital to an insurance company' s short-term and long-term success.

Description: 1998 SOA Spring Meeting, Maui. Panelists addressed recent, current, and proposed activity in the life insurance company financial reporting environment. Actuarial Guidelines 33, 34, and ZZZ were discussed as were equity-indexed products.

Description: Panelists at this session of the SOA 1998 Maui I Spring Meeting discuss the challenge of how to regulate and account for the growing number of derivative products in the context of their multiple applications.

Description: This panel at the SOA 1998 Maui I Spring Meeting discusses issues surrounding the growing trend among insurance companies to hire outside money managers including rationale, selection criteria, performance measures and managing the outside manager.

Description: Panelists at this session of the SOA 1998 Maui I Spring Meeting discuss the American Academy of Actuaries research on valuation and insurance in 14 countries in light of the movement of the NAIC toward a new valuation law.

Description: Panelists at this session of the SOA 1998 Maui I Spring Meeting discuss a proposed American Academy of Actuaries Life and Health Actuarial Task Force study of current valuation methods applicable to life insurance, annuities, and health insurance. As a result of new products, such as equity indexed annuities, the current formula driven reserving system is in need of basic change.

Description: This session at the SOA 1998 Maui I Spring Meeting looks at how the insurance industry is consolidating and converging with other financial institutions from the viewpoint of Wall Street and banking. Also, panelists discuss how to analyze an insurance company and/or a product line within the company using public information.

Description: 1998 SOA Spring Meeting, Maui. The CEO of the ACLI provided his views on insurance industry issues and the role of the actuary.

Description: This session at the SOA 1998 Maui I Spring Meeting focuses on creating shareholder value from the standpoint of two rating agencies and a securities firm. Factors that influence shareholder value are discussed.

Description: Panelists at the SOA 1998 Maui I Spring Meeting discuss new regulations for sales illustrations and the various technical and operational challenges they present to actuaries.

Description: This session at the SOA 1998 Maui I Spring Meeting presents an overview of equity-indexed product features and discusses related regulatory issues with respect to illustrations, nonforfeiture benefits and reserving.

Description: Panelists discuss the role of the valuation actuary in health insurance. From the Record of the Society of Actuaries, Vol. 24, No. 2.

Description: Panelists discuss the implications of the increased call for North American actuaries to value, design, and otherwise comment on retirement plans in the Pacific Rim. From the Record of the Society of Actuaries, Vol. 24, No. 2.

Description: Panelists at this session of the SOA 1998 Maui II Spring Meeting examine the basics of value-at-risk as an effective risk management concept and how it can be used to manage an investment portfolio.

Description: In session 140 PD of the Washington Annual Meeting panelists discuss issues related to equity-indexed annuity EIA products. From the Record of the Society of Actuaries, Vol. 23, No. 3.

Description: In session 120IF of the Washington Annual Meeting panelists discuss latest developments related to Dynamic Financial Condition Analysis. From the Record of the Society of Actuaries, Vol. 23, No. 3.

Description: In session 117 PD of the Washington Annual Meeting panelists discuss the status of a study regarding the current valuation methodologies applicable to life insurance, annuities, and health insurance, as well as the legal and regulatory mechanisms through which they are implemented. From the Record of the Society of Actuaries, Vol. 23, No. 3.

Description: Members of the Life Practice Council of the American Academy of Actuaries discuss the activity surrounding their key issues, and additional projects before the National Association of Insurance Commissioners. From the 1997 Record of Society of Actuaries, Vol. 23, No. 3.

Description: This is the table of contents to discussions published from the Washington, D.C. Meeting held October 26-29, 1997. From Record of Society of Actuaries, Vol. 23, No. 3.

Description: In session 22 PD of the Montreal Spring Meeting panelists discuss a range of issues relating to equity-indexed annuities EIAs. From the Record of the Society of Actuaries, Vol. 23. Vol 2.

Description: In session 28TS of the Montreal Spring Meeting panelists discuss issues related to retention limits for individual life and disability income DI reinsurance. From the Record of the Society of Actuaries, Vol. 23, No. 2.

Description: Panelists discuss actuarial opportunities in foreign environments. From the Record of the Society of Actuaries, Vol. 23, No. 2.

Description: In session 74OF of the Montreal Spring Meeting panelist discuss the overall structure of management of corporate risk, including asset/liability management. From the Record of the Society of Actuaries, Vol. 23, No. 2.

Description: In session 4 PD of the Montreal Spring Meeting panelists discuss the complexities and timing issues involved in determining an earned interest rate. From the Record of the Society of Actuaries, Vol. 23, No. 2.

Description: Panelists discuss common Futurism techniques, and how these techniques can be used by actuaries. From the Record of the Society of Actuaries, Vol. 23, No. 1.

Description: In session 81PD of the Montreal Spring Meeting panelists discuss the results of the Life Insurance Marketing and Research Association LIMRA/SOA 1992-94 Annuity Persistency study. From the Record of the Society of Actuaries, Vol. 23, No. 2.

Description: Panelists at this session of the SOA 1997 Palm Desert Spring Meeting discuss Internet resources that may be useful to health actuaries and hints on how to best access data.

Description: Panelists at this session of the SOA 1997 Palm Desert Spring Meeting present various physician incentive programs, including withholds, bonuses, capitation, and other risk-sharing concepts. Implications and effectiveness of each type of program and appropriate situations for applying each program are discussed.

Description: Presented at October 1996 Annual Meeting. In this discussion, panelists look at nontraditional disability delivery approaches - such as direct marketing, banks and internet - and competitors for insurance companies in disability management - such as HMOs and management consulting firms.

Description: Presented at October 1996 Annual Meeting. This session provides varying perspectives on corporate approaches to the macro management of risk. In this paper, areas such as risk identification, asset/liability management structure, and secular trend analysis will be discussed.

Description: Presented at October 1996 Annual Meeting. This session profiles each market in terms of size, characteristics, experiences and potential, including: capital and other entry requirements, culture and business practices, critical success factors.