Description: This session from the 1995 SOA New Orleans Meeting addresses issues facing mutual companies concerning the ability to ensure profitable growth. Various strategies discussed include surplus notes, demutualization, merger, and sale/acquisition of blocks of business. From the Record of the Society of Actuaries, Vol. 21, No. 1.

Description: First panelist answers three questions: [1] 'Why plan?' [2] 'What kind of planning makes sense?' and [3] 'How do we do it right?' Then the panelists discuss planning techniques, key planning issues, and projection tools for planning. From the 1988 Record of Society of Actuaries, Vol. 14, No. 3.