Description: Panelists discuss the implications of marketing ethics on smaller companies as they relate to large company sales practice litigation. From the Record of the Society of Actuaries, Vol. 23, No. 3.

Description: In session 75 PD of the New York Annual Meeting panelists explore practical considerations of maintaining compliance with federal income tax definition of life insurance rules. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: From session 63 PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999, panelists discuss current issues including adoption status and proposals for various regulations critical to product development efforts. Impact of XXX on product design and reserves is also discussed. From the Record of the Society of Actuaries, Vol. 25, No. 1.

Description: From session 63 PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Impact of Regulatory Uncertainty on Product Innovation. Impact of XXX on product design and reserves also discussed. These are Charts 1 & 2 from that session. See separate document for discussion from this presentation.

Description: This presentation, session number 103PD, took place at the 1999 Annual Meeting of the Society of Actuaries, held October 17-20 in San Francisco. The panelists review the history of credit insurance, discussing credit insurance regulation, changing consumers’ attitudes toward credit insurance, changes in the products and marketplace, and how the Consumer Credit Insurance Association has evolved since its founding in 1951. The panelists then discuss where the credit insurance industry is heading with respect to new product development and marketing methods, consumer attitudes, and further changes in regulation. From the Record of the Society of Actuaries, Vol. 25, No. 3.

Description: The presenters at this session of the SOA 2004 Annual Meeting discuss the results of a recent Society of Actuaries survey on simplified issue products to explain the current state of the simplified issue market. A case study of what is expected to be a next generation underwriting product is reviewed.

Description: The management of the investments of an insurance enterprise has undergone a considerable evolution since the pioneering work of Redington in the mid 20th century. Best practices have evolved to incorporate ever more complex insurance liabilities, expanding investment asset classes and global market opportunities. Strategic asset allocation (SAA), liability driven investing, and other robust optimization approaches form the core of the professional management of insurance company investments.

Description: With many complex regulatory changes on the horizon as well as pressures to ensure model accuracy from auditors, regulatory requirements and new actuarial standards of practice, the importance of robust model validation is coming to the forefront of actuaries’ minds. What was previously a day-two task for many companies is becoming just as important as model development! In this session, you will hear from those that have been deeply involved in building model validation frameworks and tools in responses to regulatory changes GAAP Long Duration Targeted Improvements (“LDTI”) and Principles Based Reserves (“PBR”).

Description: Discusses making changes to non-guaranteed elements in interest-sensitive business, participating business, and indeterminate-premium business. Considers equity between newer and older blocks of business. From the 1988 Record of Society of Actuaries, Vol. 14, No. 3.

Description: This 1978 session focused on Individual Life Products in the Employee Market. Topics included: 1. What is the current status of the Section 79 market. 2. The Retired Life Reserve concept. 3. Trends in Deferred Compensation products. 4. Recent activity in the Key Person and Split Dollar markets.