Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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  • Evaluating Distribution Channel Options for Individual Insurance Products, Part 2: Call Center and Digital Platform Sales Channels
    Evaluating Distribution Channel Options for Individual Insurance Products, Part 2: Call Center and Digital ... the development of distribution strategy in the individual insurance market. By Art Lewis NewsDirect, October ...

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    • Authors: Art W Lewis
    • Date: Oct 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Health & Disability; Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Evaluating Distribution Channel Options for Individual Insurance Products, Part 1: Agent Channels
    Evaluating Distribution Channel Options for Individual Insurance Products, Part 1: Agent Channels The ... Agents remain the primary source of sales for individual life and P&C products despite the increased focus ...

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    • Authors: Art W Lewis
    • Date: Aug 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Table 1 for Session 136IF: Building Bridges with Alternative Marketing Methods
    Table 1 for Session 136IF: Building Bridges with Alternative Marketing Methods 1999 SOA Annual Meeting ... Meeting, San Francisco. This is Table 1 Product/Channel Directory that is associated with Building ...

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    • Authors: Robert H Dreyer, Norman E Hill, James B Smith, Lori A. Truelove
    • Date: Oct 1999
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Health & Disability; Life Insurance>Marketing and distribution - Life Insurance
  • Results of Universal Life, Indexed Universal Life and Variable Universal Life Survey
    These products comprise about 40% of the total individual life market, and the survey covers a range of ... interest to a large portion of the life industry. table { text-transform: uppercase; } By Carl Friedrich ...

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    • Authors: Carl Friedrich, Michelle Krysiak
    • Date: Oct 2022
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
  • Actuarial Guideline XLIX (AG49): Past, Present and Future
    on IUL illustrations and additional definitions. Table 1 provides a simple example on the impact of AG49-A ... impact after netting out the account value charge). Table 1 AG49-A Example AG49-A “Quick-Fix” (2023) Innovation ...

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    • Authors: Richard John Hoffer, Alexander Tall, Kathryn van Ryn
    • Date: Jun 2023
    • Competency: Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance
  • Life Insurance Product Development: A Marketing Perspective
    Life Insurance Product Development: A Marketing Perspective Discussion from a marketing perspective ... these products. Commissions;Deferred annuities;Individual retirement accounts=IRA;Taxes=Taxation;Universal ...

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    • Authors: John H Flittie, John A Johnson, John H Stigaard, L James L Rivers
    • Date: Oct 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; 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
  • The Latin-American Market
    at that time that there were only 1.5 million individual life policies in Mexico and that the scope of ... MARKET What are the products being sold in Chile? Individual life, group life, group creditor, personal accident ...

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    • Authors: Kevin Law, Camilo Salazar, Richard D Umstead, Enrique Kozolchyk
    • Date: Apr 1993
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Risk Perception and Life Insurance Sales: Lessons From COVID-19
    sales, as demand is surely driven in part by individual risk assessment. In a series of RGA consumer ... months. The uncertainty associated with one’s individual life expectancy already makes purchasing life ...

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    • Authors: Matt Battersby
    • Date: May 2021
    • Competency: Communication; Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Direct Marketing - The Future
    also provide us with some candid comments on the individual accident and health guidelines that are currently ... charecterizing the current industry situation (Table 1). TABLE 1 Current Situation • Stagnant, declining ...

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    • Authors: Application Administrator, Edward P Mohoric, H Shumrak, Gary A Kauffman
    • Date: May 1992
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Building Bridges with Alternative Marketing Methods
    *Copyright © 2000, Society of Actuaries Note: Table 1 for this session can be found in the document ... traditional group and traditional individual marketing. It involves selling individual policies but retaining features ...

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    • Authors: Robert H Dreyer, Norman E Hill, James B Smith, Lori A. Truelove
    • Date: Oct 1999
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability; Life Insurance>Marketing and distribution - Life Insurance