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The Future of Individual Deferred Annuities
Future of Individual Deferred Annuities This 1979 session focused on the future of individual deferred ... questions c. Standard Nonforfeiture Law for Individual Deferred Annuities 2. Prospects for Profitability ...- Authors: John K Booth, Harold G Ingraham, Howard H Kayton, Daniel J McCarthy
- Date: Oct 1979
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Public Policy
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Implementing the Illustration Regulation: The Clock is Ticking
about consistency with the requirements in the individual states. Each state has its own rules as to how ... am the illustration actuary for the company's individual life portfolio, and because the regulation impacts ...- 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
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Current Trends in Distribution Channels: Where Are Banks Headed?
declared investments. Now, sales powers involve individual life and health insurance, annuities, personal ... shows premiums pre-GLB, the year after and now. Individual insurance remains an extremely small part. Again ...- 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
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The Financial Services Industry And Its Responses To Inflation And Deregulation
the proportion of disposable income spent on individual life insurance decline from 2.6% in 1968 to 1 ... traditional product decline from 57% of total individual sales in 1972 to less than 43% in 1980. Without ...- Authors: Louis Garfin, J Ross Hanson, Wilfred A Kraegel, Robin B Leckie, Paul H LeFevre, John M Lenser, Paul Milgrom, Ma Rosario S Rodolfo, Robert Shapiro, Martin Staehlin, Ronald E Timpe
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Relationships and trust; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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Bancassurance in U.S. and Canada: Before Today ... Beyond Tomorrow
gathering process to identify the needs of each individual that they’re working with. The needs analysis ... view, however, in the minds of the NAIC and many individual state commissioners, that the wording in the ...- Authors: David W Collings, James B Smith, Deanne L Nezas, Steven Lash, James H Overholt, Chad H Masland, Ken Reynolds
- Date: May 1999
- Competency: Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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Market Conduct Issues for Product Development Actuaries
about some of those. Finally, I'll discuss some individual agent sales techniques out there as well. ... allegations. In terms of the specifics on the individual agents, my experience, working on these projects ...- 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
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Bank Alliance Niche for Insurers
assets in 1986 to approximately 23% in 1996. Individual equities and packaged investment products, such ... the trend has been for fewer households to own individual life insurance, declining from approximately ...- 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