Description: This session, from the June 2000 San Diego meeting of the Society of Actuaries, discussed ways the actuary can help the underwriter. Discussion included: 1. Overview of protective value theory 2.Simplified cost/benefit methods designing efficient underwriting rules.

Description: Discussion of the need for financial underwriting and some history on industry practices. Also includes a discussion of how communications should take place between the underwriter and financial advisor to the insurance applicant.