Description: 1993 SOA Annual Meeting, New York. This session was about defining lifetime marketing, a calculation of the lifetime customer value, and database marketing.

Description: Panelists, which include the chief counsel of the Office of the Comptroller of Currency [OCC], discuss the regulatory issues and market opportunities relating to insurance companies as providers and banks as the vendors of insurance products. From the 1997 Record of Society of Actuaries, Vol. 23, No. 3.

Description: Presented at October 1986 Annual Meeting. This session discussion is about life & health products, media selection, acquisition expenses and analysis of efforts.

Description: This presentation is a panel discussion from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. Noting that in today's direct-response marketplace, the consensus is that there are a lot of problems, and some promises, but little, if any, profitability, the panelists discuss long-term care, dread disease, and return of premium [ROP] products, and targeting profitability through research. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 4A.

Description: This 1979 session is about Individual and Group aspects of agent compensation. Questions addressed: 1. What have been the effects on agent compensation of: a. inflation. b. change in product mix. c. development of new products. d. servicing requirements for certain products. e. consumerism. f. changes in statute or regulation. 2. What are the future trends in agent compensation? 3. What studies have been made about agent compensation? 4. What statistics are available about agent compensation?

Description: This is an informal discussion on legislative effects on compensation and compensation modifications and the issues resulting from the requirement to integrate agents' pension plans into Social Security. From Transactions of Society of Actuaries 1950, Vol. 2, No. 3.

Description: This presentation, session number 86PD, took place at the 1999 Spring Meeting of the Society of Actuaries, held May 24-25 in Atlanta. “Banks are buying life insurers, life insurers are marketing through banks, mutual fund companies are taking over the retirement product area, and insurers are acquiring thrifts. Diverse sectors of the financial services industry are melding together at increasingly rapid rates.” The panel discusses the major issues and trends surrounding the growing consolidation and convergence. Discussion from participants is included. From the Record of the Society of Actuaries, Vol. 25, No. 1.

Description: 1999 SOA Annual Meeting, San Francisco. Presenters, each offering a different perspective, discuss a case study involving a successful bancassurance program focusing on: 1. Targeted customer segments. 2. Insurance products involved. 3. Distribution channels utilized. 4. Selling/underwriting/issue processes. 5. Refinements to the initial offering. 6. Key success factors. 7. Sales results.

Description: Panelists discuss: [1] the basics of intellectual property, particularly patent law, and the distinctions among patents, trademarks, and copyrights, [2] what may make a new insurance-product idea patentable, and [3] an actuarial perspective on inventing insurance products. From the 2002 Record of Society of Actuaries, Volume 28, No. 3. Session 30PD of the Boston Annual Meeting.

Description: From a session at the Spring meeting of the Society of Actuaries held in San Antonio, Texas, June 14-15, 2004. Panel members from the sales and marketing disciplines discussed their best and worst experiences in bringing an innovative product to market and share insights on how to best develop a working relationship within the product development team.