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: This session from the 1995 SOA New Orleans Meeting reviews trends in savings products including the Index Annuity, the CD annuity, variable life, variable annuities, modified endowment contracts - MEC and shifts in the banking industry. From the Record of the Society of Actuaries, Vol. 21, No. 1.