Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Bank Insurance Marketing to the Middle Market Consumer
    Marketing to the Middle Market Consumer Discussion of the selling of life insurance to the middle income ... income market through banks and with the support of new technologies and underwriting processes. Online ...

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    • Authors: Carmen F Effron
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>E-commerce
  • DOL Fiduciary Regulation - Where are We Now?
    DOL Fiduciary Regulation - Where are We Now? This article provides an update on ... Now? This article provides an update on Department of Labor's fiduciary regulation for retirement plans/investors ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
  • Insurance Brokerage Fee Income Among Bank Holding Companies In 2008
    Insurance Brokerage Fee Income Among Bank Holding Companies In 2008 Discussion of what bank ... Among Bank Holding Companies In 2008 Discussion of what bank holding companies earned in insurance brokerage ...

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    • Authors: Michael D White
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance