Description: This session from the 1995 SOA New Orleans Meeting addresses issues facing mutual companies concerning the ability to ensure profitable growth. Various strategies discussed include surplus notes, demutualization, merger, and sale/acquisition of blocks of business. From the Record of the Society of Actuaries, Vol. 21, No. 1.

Description: First panelist answers three questions: [1] 'Why plan?' [2] 'What kind of planning makes sense?' and [3] 'How do we do it right?' Then the panelists discuss planning techniques, key planning issues, and projection tools for planning. From the 1988 Record of Society of Actuaries, Vol. 14, No. 3.

Description: In this panel discussion session, the participants discuss programs to update existing life insurance policyholders, which some companies have implemented in light of rapidly changing economic conditions, namely inflation.

Description: This session at the SOA 1990 San Francisco Spring Meeting is about mutual company financial reporting and the basis for internal financial management, which includes modified GAAP approaches as well as value added accounting.

Description: 1993 SOA Meeting, Quebec. This session discussion is about the dilemma for mutual companies including the search for capital, M&A considerations, and the demutualization alternative. Topics included: 1 Large mutual companies and their issues. 2. Small mutual companies and their issues. 3. The regulatory, legal, and tax aspects.

Description: Historical background on John Ruskin, the man responsible for the motto of the Society of Actuaries: “The work of science is to substitute facts for appearances and demonstrations for impressions.”

Description: Presented at April 1985 April Meeting. This session discussed: Annuities, Non-participating life products, Participating life products, Variable products

Description: Presented at October 1985 Annual Meeting. Discusses risk measurement and quantification, cash-flow-based surplus, factors that affect benchmark surplus, how multiple risks can be combined for benchmark surplus, benchmark surplus and the valuation actuary, and uses of benchmark surplus formulas.

Description: This session from the 1983 SOA Hollywood, Florida Meeting reviews updates to federal taxation legislation relating to insurance including pensions and ERISA, 401k plans, employee benefit plan taxation and new code Section 7702. From Record of Society of Actuaries, Vol. 9, No. 4.