Description: Over the last few years, many direct companies have started inforce management programs and are now navigating what actions can be taken to optimize the business. At the same time, the legal, compliance, and regulatory environments are also changing. The presenters will explore the development and implementation of programs such as changing non-guaranteed elements or efforts to improve experience while considering the changing compliance environment, including New York Regulation 210, ASOP2 and litigation challenges.

Description: Panel discussion, by a physician and an actuary, about the historical forces behind various trends in organ transplant experience data.

Description: This session from the 1994 Valuation Actuary Symposium covers long term care and health related issues for valuation, an update from the Risk-Based Capital Task Force of the Academy on developing a risk-based capital formula for health coverages, an overview of the health practice notes.

Description: Predictive modeling is a powerful toolset for assumption setting (mortality, lapse, etc.). The multivariate approach has its advantages in handling high-dimensional data, address correlations, and statistical significance. However, building insurance assumptions is far more than a simple modeling practice. One must take care to address how the model is applied and its business implications. This session will share the learnings from multiple projects.

Description: Many SOA members are familiar with the Actuaries' Climate Index, the result of an early and critical effort by North American actuarial organizations to grapple with the impact of climate change on our constituents. But did you know that the SOA continues to produce research on the nexus of environmental issues and the actuarial profession? And did you know that under its Strategic Research Program Initiative, the SOA has elevated its commitment to research through the development of a Climate and Catastrophe research program?

Description: Discusses the life company actuary's responsibility to the insurance buying public, and the relationship to his concurrent responsibility to the agency force, stockholders, and present policyholders. Also discusses the employee benefit actuary's responsibility to plan beneficiaries and the relationship to his concurrent responsibility to employers and unions, and the public's interest in actuarial techniques and its need for meaningful actuarial explanation.

Description: This session from the 1993 Valuation Actuary Symposium focuses on problems and solutions observed by consulting firms including cash flow testing, modeling of assets and liabilities, who the valuation actuary relies upon and the software being used for valuation actuary work.

Description: Presentation at June 1980 SOA meeting. Discussed the responsibility of the actuary on self-funded group insurance plans and how this might differ for consultants as opposed to insurer staff, and provides specific case studies.

Description: Presented at October 1996 Annual Meeting. In this session, the discussion looks at recent practice areas where actuaries have been involved in litigation. A review for lessons learned is undertaken and measures are examined which may be taken as protection from or to better deal with litigious situations.

Description: This session from the 1993 Valuation Actuary Symposium introduces the Basic Issues and Principles Health Practice Note and provides some background information including cash flow testing, Section 7 opinions and an update on solvency issues.