Description: This presentation develops an integrated approach that addresses simultaneously guaranteed annuity option (GAO)’s pricing and capital requirement calculation.

Description: This session from the 1983 SOA Vancouver Meeting is a discussion looking at trends in annuity product design, disintermediation and intermediation - C-3 risk, structured settlements, marketing and agents' compensation, and investment strategies. From Record of Society of Actuaries, Vol. 9, No. 3.

Description: This session from the 1995 SOA New Orleans Meeting reviews bank annuity product development from three perspectives: strategic alliances between insurance organizations and banks, a consultant matching banks with insurance carriers, and a reinsurer working with banks on the 'retirement CD' product. From the Record of the Society of Actuaries, Vol. 21, No. 1.

Description: These discussions at the Jacksonville and Chicago SOA 1962 Regional Meetings covered topics ranging from sales of health insurance by life agents to requirements for production clubs to products for the tax sheltered annuity market.

Description: This panel discussion focuses on effective product management of life insurance. Areas addressed include definition of effective product management, internal organization required, establishment of objectives for a product line, coordination of company activities with respect to initial design, and monitoring.

Description: This is a panel discussion session on dividends and non-guaranteed elements in individual life insurance and annuities.

Description: This session from the 1983 SOA Hollywood, Florida Meeting discusses the implications of UNISEX legislation and the Norris Decision, the impact of the proposed tax law, variable products and Large Amount Term Insurance persistency and mortality. Record of Society of Actuaries Vol.9, No. 4

Description: This session from the 1995 SOA New York City Meeting presents viewpoints from actuaries, marketers and regulators on proposed regulation of policy illustration and nonforfeiture requirements. The forum examines the proposed Actuarial Standards Board ASB Standard for Sales Illustrations. From the Record of the Society of Actuaries, Vol. 21, No. 2.

Description: 1994 SOA Meeting, San Francisco. This session is about joint ventures and private labeling for life, annuity and disability products. In a primary variation of private labeling, a manufacturer develops, underwrites, administers, and does the actuarial functions, but the client company markets the product. Other variations of joint ventures have different distributions of duties.

Description: The growing aging population presents unique challenges and opportunities, especially for the financial services industry. Presenters will explore the issues with particular focus on demographic challenges, such as age dependency ratios and implications for sovereign debt and public policy. They will also compare and contrast private sector offerings across the globe. In particular, as an example of a super-aging society, presenters will describe how Japanese insurers and pension funds tackle longevity risk.