Description: This presentation is a panel discussion from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. Panelists share recent success stories and emerging opportunities using direct marketing techniques to profitably grow business. They discuss developing market-driven databases, applying the integrated marketing concept, marketing with individual specific consumer information, development of new market niches, and customized product offer design. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 4B.

Description: This session from the 1984 SOA New York City Meeting covers techniques used to effectively manage a company's cash considering liquidity, control and investment income. It includes the topics of collecting and mobilizing cash, reconciliation procedures, investing cash and disbursement functions. From Record of the Society of Actuaries Vol. 10, No. 3

Description: This session from the 1983 SOA Hollywood, Florida Meeting covers organizational structure, the attributes that facilitate changes in strategic direction and changing the organization to support the business. From Record of Society of Actuaries Vol. 9, No. 4

Description: This presentation, session number 4PD, took place at the 2000 Annual Meeting of the Society of Actuaries, held October 15-18 in Chicago. The panelists pose this question: “now that the Financial Services Modernization Law is about a year old, how are banks and insurance companies repositioning themselves?” Topics include new or modified strategies, any imminent changes in the federal law, whether legislative efforts shifted to state laws, status of the state privacy laws and impact on customer segmentation, Leading Banks-In-Insurance Report trends 10/00 Association of Banks-In-Insurance, and how products, distribution, and competition for the insurance industry will be redefined. Discussion from participants is included. From the Record of the Society of Actuaries, Volume 26, No. 3.

Description: Presenters discuss effective interviewing techniques which focus on applicant ability and willingness to do the job, as well as manageability once on the job. From the Record of the Society of Actuaries, Vol. 25, No. 3.

Description: This session from the 1984 SOA New York City Meeting discusses growth models and strategies, the impact of investment oriented products for small company growth such as guaranteed investment contracts - GIC's, the use of reinsurance and asset safety vs. asset growth. From Record of the Society of Actuaries Vol. 10, No. 3

Description: This session is about the statement of general philosophy, long range and short range objectives, and external forces. From the 1977 Record of Society of Actuaries, Vol. 3, No. 1.

Description: This presentation is a panel discussion from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. The presenters examine the role of product actuaries as marketers, discussing distinctions between marketing and sales, competitive analysis, including the technical perspective and agent input, market research, defining client needs and marketing opportunities, statistical marketing methods, educational/professional mindset, and the requirements to perform the role effectively. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 4B.

Description: This session from the 1984 SOA Salt Lake City Meeting covers the special problems and opportunities of managing a small life insurance company including distribution systems, the role and expertise of the reinsurer and the role that a consultant can play in developing the business direction.

Description: This presentation is a panel discussion from the 1991 Annual Meeting of the Society of Actuaries, held October 20-23 in Toronto. The panelists, actuaries who have been successful in nontraditional roles, discuss the process they went through in their career decisions, how they adapted to change, and what they did to achieve success. Discussion from participants is included. From the Record of Society of Actuaries, Volume 17, No. 4A.