Description: This article gives an overview of the CFO Forum diversification paper. The key points that the CFO Forum made are: 1. The lack of sufficient diversifying strategies for risk management needs to be addressed. Therefore they provided a policy framework that promotes sound risk measurement and management practices in a way that can be implemented and supervised with confidence. 2. The lack of sufficient regulatory over-site needs to be addressed, so they presented a set of core principles to form the basis of European insurance regulation. These core principle incorporate diversification in a consistent manner.

Description: This presentation is a concurrent session from the 1991 Meeting of the Society of Actuaries, held April 18-19 in New Orleans. The panelists discuss various topics and issues related to products marketed through the financial services industry, including the products sold and how they are distributed, the future of such marketing arrangements, whether banks and stockbrokers are a growth market, and the risks/returns to insurance companies. From the Record of Society of Actuaries, Volume 17, No. 1.

Description: Panelists discuss SEC and state regulatory developments, variable-market sales and distribution trends, profitability of variable products, and the variable insurance market from the broader perspective of the financial-services marketplace. From the 1988 Record of Society of Actuaries, Vol. 14, No. 2.

Description: Full version of Risk Management, November 2005, Issue No. 6.

Description: This presentation is a panel discussion from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. The presenters examine the role of product actuaries as marketers, discussing distinctions between marketing and sales, competitive analysis, including the technical perspective and agent input, market research, defining client needs and marketing opportunities, statistical marketing methods, educational/professional mindset, and the requirements to perform the role effectively. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 4B.

Description: Full version of Risk Management, March 2006, Issue No. 7.

Description: Presented at May 1996 Spring Meeting. Speakers from a bank, stockbrokerage and mutual fund company address, for their industry, the nature of customer contact, methods of distribution, investment management capabilities, the need for a level playing field, and potential cross-breeding of various industries.

Description: 1992 SOA Regional Meeting, Anaheim. This session addressed the product management actuary and the product management process. Topics discussed : 1. The monitoring of the environment and how that monitoring leads to the generation of ideas. 2. Consideration of how those ideas are affected by distribution, marketing, and organizational issues. 3. The setting of assumptions. 4. How to get different areas of your company to work together, and ways to bring the product to market as quickly as possible. 5. How to manage business once your company places it on the books.

Description: This session discussion is about annuities, surrender charges, expense management, asset management and market value adjustments. From Record of the Society of Actuaries Vol. 15, No. 3B.

Description: The concept of Value Added [based on Embedded Value] is discussed in detail, from theory to implementation, pros and cons, and how it works in practice. Session 11 of the 1991 Valuation Actuary Symposium.