Description: Task Force report on life insurance company sales illustration practices from the perspective of the consumer. The study analyzes how well current illustration practices serve their primary functions of: 1. showing the consumer their policy values and premium payments over time, and 2. projecting best estimates of future performance and providing cost and performance comparisons with other policies.

Description: Discusses role of actuaries in development of agency financing methods and establishment of agency performance standards.

Description: This session at the SOA 1962 Jacksonville and Chicago Regional Meetings focused on challenges and opportunities of the multi-line company, especially the cross-selling of life and property/casualty insurance.

Description: This discussion looks at ways the Actuarial Department can work with the Agency Department to promote a more effective agency organization. Further, the steps a small company should take to meet current interest in pension plans. From Transactions of Society of Actuaries 1950, Vol. 2, No. 3.

Description: The panel discusses arrangements that are being adopted to finance agents and agencies, the value of annualized commissions and agency statistics for measuring the performance of individual agencies. From Transactions of Society of Actuaries 1959, Vol. 11, No. 29 AB.

Description: This is a discussion about the business effects of adoption of the 1958 CSO mortality table, possible reasons for the declining trend in individual life insurance sales, and effects of NY limitations on commissions and developments in agency earnings that could lead to modifications in the agency system.

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

Description: Topics cover: 1. Leased life insurance, wherein a policyholder assigns his insurance to a service company and then leases his coverage for a specified term by paying a level fee. The pros and cons, underwriting issues and volume of sales related to this practice is discussed. 2. Agent training and methods of agency support.

Description: This is a digest of of informal discussions recorded in the Transactions of Society of Actuaries 1958, Vol. 10, No. 27. Topics addressed: 1. Need for a new life valuation table. 2. Special policies such as Family Plans and Bank Loan and Split Dollar Plans. 3. Trends in agent compensation.