Description: This document contains material excerpted from a speech given on June 17, 1997 by Tom Kelly, Senior Vice President and Managing Director of LIMRA International, at a LOMA/LIMRA Strategic Issues Conference in Singapore. It focuses on the life insurance industry around the world and some of the forces driving change and their implications.

Description: Discussion of what bank holding companies earned in insurance brokerage fee income in 2008.

Description: Informal discussion of the role of life insurance in the national savings. Topics included: A. Life insurance company market share of the savings dollar. B. Impact of mutual fund investments on life insurance company sales. Types of marketing procedures used in the sale of life insurance in combination with mutual fund investments. C. Strategic desirability of variable life insurance policies as a means of recognizing the demand for equity investments. Statutory changes required before such policies can be marketed.

Description: Discussion of the selling of life insurance to the middle income market through banks and with the support of new technologies and underwriting processes.

Description: Updated Regulations Define Eligibility for Standard Mail Rates by Mitch Hisiger from News Direct, January 2006, Issue No. 52.

Description: This discussion focused on looking at the immediate uses of the 1951 Impairment Study for the smaller company, the use of new technology such as punch card machines in an effort to reduce cost, methods of budget procedure, use of interim financial reporting and attendant issues such as interim period reserve computations, and problems with underwriting, commission accounting, or conflict with interests of own agents when small companies accept business from agents or brokers of other companies.

Description: Discussion of the results of the 2009 Group Life Market Survey conducted by JHA. This annual survey provides detailed analyses of sales and market growth, across Traditional/Basic and Voluntary products.