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  • The Customer is King
    The Customer is King From a session at the annual meeting of the Society of Actuaries held in Chicago ... Illinois, October 15-18, 2000 Discussion of market driven product development principles and ...

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    • Authors: Garth A Bernard, Michael Kaster, Lynn D Davis, Novian Junus
    • Date: Oct 2000
    • Competency: Relationship Management>Team leadership; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities
  • Current Trends in Distribution Channels: Where Are Banks Headed?
    Meeting. Panelists discuss the current status since the passage of the Gramm-Leach-Bliley bill, outlook ... outlook for bank distribution of insurance products, and experiences with bank-insurer conglomerations.

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    • Authors: Christopher Hause, James W Mann, Shaun Norris
    • Date: May 2005
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Individual Insurance Products-Banks/Stockbrokers
    session from the 1991 Meeting of the Society of Actuaries, held April 18-19 in New Orleans. The panelists ... through the financial services industry, including the products sold and how they are distributed, the future ...

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    • Authors: Application Administrator, John Hele, Timothy Pfeifer, A Duff Winkenwerder, Richard L Kolsky
    • Date: Apr 1991
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities
  • Dynamic Product Development
    Development From a session at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia ... May 24-25, 1999 Panelists address a range of issues related to product development in life insurance ...

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    • Authors: Philip J Cernanec, Mark Milton, Application Administrator, Larry Stern, James A Wiseman
    • Date: May 1999
    • Competency: Leadership>Change management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Pricing - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Assessment of Today's Marketing Distribution Systems
    Assessment of Today's Marketing Distribution Systems This 1980 session was about the various distribution ... differences, major advantages and disadvantages of each, and the way in which these systems will be affected ...

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    • Authors: Daniel J Gross, Robert P Hill, Donald R Sondergeld, Paul T Bourdeau, Donald W. James
    • Date: Apr 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Implementing the Illustration Regulation: The Clock is Ticking
    Implementing the Illustration Regulation: The Clock is Ticking Presented at October 1996 Annual Meeting ... Meeting. Discusses the new regulatory requirements, including the invention of an illustration actuary ...

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    • Authors: Application Administrator, David Karo, Daniel Theodore, Robert E Wilcox
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Bank Alliance Niche for Insurers
    which include the chief counsel of the Office of the Comptroller of Currency [OCC], discuss the regulatory ... providers and banks as the vendors of insurance products. From the 1997 Record of Society of Actuaries, Vol ...

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    • Authors: Paul J Sulek, Julie L Williams, John K Hillman, Steven M Landberg
    • Date: Oct 1997
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Market Conduct Issues for Product Development Actuaries
    1998 SOA Spring Meeting, Maui. The panelists discussed the primary issues underlying market conduct ... perspective. Macroeconomics;National Association of Insurance Commissioners=NAIC;Dividends;Illustrations=Illustration ...

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    • Authors: Mark Milton, Marc-André Giguère, Robert Schwab, Bruce F Deal
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Research Activities in Non-Traditional Marketing
    composition of research units, methods currently used to conduct research, and specific examples of activities ... activities. From the 1988 Record of Society of Actuaries, Vol. 14, No. 2. N/A; 16113 1/1/1988 12:00:00 ...

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    • Authors: Charles Coatsworth, G Mangum, David F Steppat, Charles Thalheimer, Jane E Black, Donald P Williamson
    • Date: Jan 1988
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Individual Life Insurance and Annuity Product Development
    Life Insurance and Annuity Product Development Head of a full-service wholesaling company discusses marketing ... firms, banks, and broker-dealers. From the 1988 Record of Society of Actuaries, Vol. 14, No. 2. N/A; 16115 ...

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    • Authors: Edwin J Gold, Alice M Neenan
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance