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 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: In light of economic globalization, the author examines how well prepared actuaries are in the four key areas of teamwork, education, values and cultural empathy.

Description: Based on a decades-long study, honesty is the most important quality in a leader. This article addresses ways to establish trust with their co-workers.

Description: This paper discusses that image does matter: advancing you personal brand. The author has worked in the retail and image management field for over 18 years with companies such as Talbot's and Paul Stuart, in both the wholesale and retail sector for men and women's wear. She founded Image Launch, a consulting company that assists companies and individuals internationally in setting standards for visual impact.

Description: A summary of a recent U.S. District Court decision regarding the applicability of the Federal Excise Tax (FET) on foreign-to-foreign retrocessions.

Description: Article discusses recent changes in the IRS LB&I Division's examination practices and approach that may affect the work-flow of company actuaries and may present opportunities to resolve tax issues for companies

Description: Article Editorial by Vogel in The Actuary, December 1979, Volume 13, Number 10. Actuary aspires to be a highly valued professional in the general public.

Description: This article discusses using a true Win/Win approach to develop successful long-term relationships among individuals and businesses.

Description: The author of this article challenges us to engage in active thought to drive our behaviors rather than seeking efficiency through the use of assumptions.