Description: Chairman’s corner addressing the many recent external events which have impacted the level of trust in the insurance industry and how this affects product and marketing success for the industry.

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: From a session at the annual meeting of the Society of Actuaries held in Chicago, Illinois, October 15-18, 2000 Discussion of how products and services are tailored for in-bank insurance sales. Particular emphasis is placed on the middle-income market. Particular issues include product design, underwriting, policy issue, sales support, and field and customer access to the home office for service.

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: 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 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: Panel discussion from the April 1982 Society of Actuaries meeting in Houston on the topic of the financial services industry and its response to inflation and deregulation. Topics included: 1. Industry reconfiguration, relative competitiveness of various segments of the industry. 2. New products and technological advance 3. Impacts on the life insurance industry. a. Bank marketing of insurance products b. Investment and bank products marketed by insurers

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