Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Bancassurance: A Global Perspective on Customer, Products, and Distribution Methods
    Perspective on Customer, Products, and Distribution Methods Panel of session 56PD of the New York Annual ... examines a range of issues surrounding bancassurance from both the insurer's and the banker's perspective ...

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    • Authors: John Nigh, James B Smith, Jacqulynn Abdella, Jeffrey Klanderman
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Global Perspectives; Life Insurance>Marketing and distribution - Life Insurance
  • Blurring of Lines of Financial Service Business
    Blurring of Lines of Financial Service Business 1993 SOA Annual Meeting, New York. This session ... selling what? Topics included: 1. Growth of fixed annuities as sold through banks and thrifts ...

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    • Authors: Gordon C Boronow, John Fenton, Jerome Corsi, Michael Winterfield
    • Date: Oct 1993
    • 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
  • Trends in Agent Compensation
    Trends in Agent Compensation In session 72OF of the Montreal Spring Meeting panelists discuss alternatives ... considering in the compensation area, including levelized commissions. From the Record of the Society of Actuaries ...

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    • Authors: Douglas W Brooks, Albert Easton, John Wellborn
    • Date: Jun 1997
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Agency Strategies For Marketing Success
    Strategies For Marketing Success This session from the 1983 SOA Hollywood, Florida Meeting discussed agency ... development and marketing techniques. From Record of the Actuaries Vol. 9, No.4 Commissions;Marketing and ...

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    • Authors: John T Birkenshaw, Stephen Conwill, Carl T Furniss, Jesse M Schwartz
    • Date: Oct 1983
    • 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
  • Field Compensation - Life Insurance and Annuities
    Field Compensation - Life Insurance and Annuities This meeting session provided insight and information ... related to field compensation and the issues affecting the level of compensation including inflation, ...

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    • Authors: Kenneth J Clark, Sam Gutterman, Gregory S Strong, John G Turner
    • Date: May 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Direct Response Marketing To Senior Citizens
    Direct Response Marketing To Senior Citizens Presented at October 1985 Annual Meeting. This session ... distribution;Medicare;Product development;Supplemental retirement plans; 15818 10/1/1985 12:00:00 AM ...

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    • Authors: Application Administrator, H Lund, Raymond J Nacin, Robert J Polilli, Donald M Sceals
    • Date: Oct 1985
    • Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Design and Pricing of Products for Internet Distribution
    Design and Pricing of Products for Internet Distribution This session at the SOA 2003 Washington, DC ... and product design for sales via the internet from the standpoint of a traditional insurance company and ...

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    • Authors: W Howell Pugh, Gary Thomas
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Marketing Distribution Systems
    Marketing Distribution Systems This panel discussion examines marketing distribution systems, ... systems, discussing the marketing problems and opportunities facing life insurers. From the 1977 Record, Vol ...

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    • Authors: Robert D Hogue, Jay Jaffe, Sanford W Scott, Walt Wojcik
    • Date: Jun 1977
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Diversification Of Life Insurance Companies
    Diversification Of Life Insurance Companies Discussion from the April 1982 Society of Actuaries meeting ... meeting in Orlando on the diversification of life insurance companies including recent experience in acquisitions ...

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    • Authors: David E Neve, Richard S Robertson, Rodney R Rohda, Robert Shapiro, Michael Sproule, John C Head, Application Administrator
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional development; Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Marketing Systems
    Systems This is a discussion on marketing systems. It discusses how the basic job of an agent differs among ... types of agents, such as career, PPGA, Broker and Direct Mail. And it discusses many aspects of productivity ...

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    • Authors: Ronald K Curlee, Sam Gutterman, Robert P Hill, John E Tiller, Robert L Whitney
    • Date: Apr 1979
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance