Description: This presentation, session number 91F, took place at the 1999 Spring Meeting of the Society of Actuaries, held May 24-25 in Atlanta. The panelists discuss questions raised by the intent of several U.S. and Canadian insurers to reorganize, within permitted regulations, to access capital and further their companies’ growth. The discussion looks at considerations for domestic and multinational insurers based in other countries, including regulatory matters. Discussion from participants is included. From the Record of the Society of Actuaries, Vol. 25, No. 1.

Description: 1999 SOA Annual Meeting, San Francisco. This panel expanded on earlier research to examine the potential costs of long-term guarantees, transfer risk modeling techniques, and the formulation of practical strategies to manage investment accumulation products.

Description: 2004 SOA Annual Meeting and Exhibit, New York. In this discussion, panelists looked at the economic cost of guarantees in VA products and explored some of the methods, concentrating on hedging, that companies are using to manage their exposures.

Description: This session discussion is about AMT, alternate minimum taxable income, issues and legislative proposals. From Record of the Society of Actuaries Vol. 15, No. 3B.

Description: 1993 SOA Annual Meeting, New York. This session is about practice notes. The panelists debated the value of them and then discussed being aware of our legal liability.

Description: Presentation at May 1996 Spring Meeting Discusses evaluating yield needs and whether the expected net return will outweigh the RBC/rating agency penalty of added surplus requirement, the effect of factoring in volatility, the utility of using assets with high RBC requirements, and the amount limits on various assets.

Description: From the 1986 Valuation Actuary Symposium, held in Washington DC in October 1986 Discussion of emerging practice and regulations of the NAIC and New York Insurance Department with respect to requirements placed on the methods and assumptions used by the valuation actuary in producing the support for the Actuarial Opinion as to the adequacy of reserves for life insurance companies

Description: Presented at October 1996 Annual Meeting. This session explores both conceptual and practical considerations involved with the formulation and implementation of investment strategy: decision-making framework and processes, measurement of risk and reward, constraints, modeling.

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: Presented at September 1994 Valuation Actuary Symposium. Discusses the differences in modeling separate account products vs. general account products.