Description: This session from the 1983 SOA Hollywood, Florida Meeting reviews updates to federal taxation legislation relating to insurance including pensions and ERISA, 401k plans, employee benefit plan taxation and new code Section 7702. From Record of Society of Actuaries, Vol. 9, No. 4.

Description: The session from the 1984 SOA Toronto Meeting discusses the revolution in financial services, banks in the insurance business, the diversification in financial services, insurance sales in supermarkets, joint ventures with banks and insurers and the American bankers dream - one stop shopping. From Record of the Society of Actuaries Vol. 10, No. 4A

Description: Presented at October 1985 Annual Meeting. Discusses Life Association structure, Casualty Association structure, Proposed NAIC changes, alternative approaches for Life Associations, prognosis for the future.

Description: Presented at June 1986 Spring Meeting. This session discussion is about the regulatory environment for banking and insurance, the crossover opportunities and the various types of sales distribution alternatives. Consideration also will be given to the obstacles in such a relationship, including corporate culture and the various risks involved for both the bank and the insurance company.

Description: Presented at June 1986 Spring Meeting. This session discussion is about the expenses in direct-response marketing, advertising compliance, risk selection techniques - unfair discrimination, agent supported regulation, use of telephone solicitors and direct response product design.