Description: Discusses why it is so important for actuaries to actively monitor evolving issues with taxation of life insurance companies and products, and how to monitor the issues and get involved with the process.

Description: Discusses the MSVR: its purpose, how it has [or has not] met its purpose – especially for a company invested in high-risk securities – how it will be affected by the proposed valuation-law changes, and how to treat it in the actuarial opinion required by New York Regulation 126. From the 1988 Record of Society of Actuaries, Vol. 14, No. 3.

Description: In this session the panel members speculate about the future of permanent life insurance. The discussion looks at term versus permanent and the considerations due to inflation, regulations, taxes, etc.

Description: Presentation at May 1996 Spring Meeting Discusses evaluating yield needs and whether the expected net return will outweigh the RBC/rating agency penalty of added surplus requirement, the effect of factoring in volatility, the utility of using assets with high RBC requirements, and the amount limits on various assets.

Description: Panelists, who are on the NAIC Special Advisory Committee – Valuation Law, discuss the current status of efforts to revise the SVL and the requirements for the actuarial opinion. They also solicit, and get, audience participation and questions. From the 1988 Record of Society of Actuaries, Vol. 14, No. 4B.

Description: The following topics were discussed at concurrent sessions: 1. The Actuary's responsibilities- pensions, 2. Policy loan problems, 3. New forms of group insurance, and 4. Corporate financial management of mutual life insurance companies. From Transactions of Society of Actuaries, 1974 Vol. 26, Pt. 2D, No. 75AB.

Description: This panel discussion, presented at the SOA's May 1976 Meeting in Houston, presented information related to the philosophy and practice of investment income allocation. Topics inlcluded: investment income allocation for individual and group products, subdivision of investment income by line of business, new money rates applicability for individual and group products, investment considerations for pension, annuity and life insurance, and regulatory restraints. From Record of the Society of Actuaries 1976, Volume 2, No. 2.

Description: This session at the SOA 1990 Annual Meeting covers solvency requirements for life companies in the U.S., Canada, Mexico, Japan, U.K. and Europe.

Description: This session at the SOA 1990 San Francisco Spring Meeting is about the relationship between product design and investment policy. The focus is on a review of investment metircs, discussion of option adjusted spreads, and the use of total return from equity investments to support insurance products.

Description: Full version of The Financial Reporter, Number 40, October 1999.