Description: This presentation is a panel discussion from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. Panelists share recent success stories and emerging opportunities using direct marketing techniques to profitably grow business. They discuss developing market-driven databases, applying the integrated marketing concept, marketing with individual specific consumer information, development of new market niches, and customized product offer design. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 4B.

Description: This article presents an overview of the history and issues associated with penetrating the middle market for individual life insurance. Underwriting and marketing approaches are suggested. The potential role of the reinsurer is explored.

Description: Feature article discussing the Life Settlements business: recent growth, pricing, and future of the business.

Description: 1992 SOA Regional Meeting, Chicago. This discussion is about direct marketing growth in the 1980s, sustaining the growth in the 1990s, regulatory constraints in the 1990s, impact of continuing production cost increases, new product designs, and declining response rate.

Description: This session from the 1995 SOA Boston Meeting covers the strategic planning cycle: vision, mission, values, strategies, objectives, tactical plans, and resourcing. Discussion includes the annual planning cycle and day-to-day strategic behavior. From the Record of the Society of Actuaries, Vol. 21, No. 4b.

Description: This session at the SOA 2001 Toronto Spring Meeting discusses customer relationship management [CRM] including the definition of CRM, why it matters, how to implement it, and how to model a customer and determine the lifetime value of a customer.

Description: This session from the 1995 SOA Boston Meeting covers the key drivers of profitability and measuring performance and profitability of the agency distribution business, particularly the captive agency channel. From the Record of the Society of Actuaries, Vol. 21, No. 4a.

Description: In session 74OF of the Montreal Spring Meeting panelist discuss the overall structure of management of corporate risk, including asset/liability management. From the Record of the Society of Actuaries, Vol. 23, No. 2.

Description: This presentation is a Teaching Session, number 38TS, from the 1999 Valuation Actuary Symposium, held September 23-24 in Los Angeles. The instructors provide an introduction into how complex adaptive systems [CAS] can be applied to solve actuarial problems. They provide a general overview of CAS, including genetic algorithms, neural network, nonlinear modeling, and agent-based modeling, provide recent examples of applications to business problems, and discuss how CAS approaches can be used to address actuarial pricing and valuation issues, such as modeling customer behavior. Discussion from participants is included.