Description: This document contains material excerpted from a speech given on June 17, 1997 by Tom Kelly, Senior Vice President and Managing Director of LIMRA International, at a LOMA/LIMRA Strategic Issues Conference in Singapore. It focuses on the life insurance industry around the world and some of the forces driving change and their implications.

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: This article provides an update on Department of Labor's fiduciary regulation for retirement plans/investors focusing on a July 2017 request for information.

Description: This report helps to identify key socioeconomic trends influencing the need and demand for the industry's products and services, and how these trends will influence marketing methods.

Description: This is a research project discussing on the needs and opportunities of the older age market to be used in the development and distribution of products that will protect future retirees from financial risk.

Description: These are the appendices to a report summarizing the results of a Delphi study to identify and debate possible new approaches or Blue Ocean Strategies to acquiring business by life insurers.

Description: This presentation, session number 86PD, took place at the 1999 Spring Meeting of the Society of Actuaries, held May 24-25 in Atlanta. “Banks are buying life insurers, life insurers are marketing through banks, mutual fund companies are taking over the retirement product area, and insurers are acquiring thrifts. Diverse sectors of the financial services industry are melding together at increasingly rapid rates.” The panel discusses the major issues and trends surrounding the growing consolidation and convergence. Discussion from participants is included. From the Record of the Society of Actuaries, Vol. 25, No. 1.

Description: This panel from the May 1982 Society of Actuaries meeting in Colorado Springs discussed the diversification of life insurance companies. Topics included: 1. Recent experience in the acquisitions, diversification and corporate structure of life insurance companies. 2. Factors causing companies to change the forms of their operations. 3. Process for life insurance companies deciding on their paths. 4. Impact of a change in production, marketing, profitability, administration, and management of our industry and our profession. 5. Expected evolution of these developments in the 1980's and beyond.

Description: Examination of the distribution of insurance products by and through financial institutions, products, distribution options, etc. The marketing opportunity was addressed from several viewpoints - insurance company, marketing organization and financial institution.

Description: Presented at May 1986 Spring Meeting. This session discussion is about marketing arrangements and mergers with non-insurance the financial institutions.