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

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  • The Life Insurance Business - The View of Consumerists
    program must be designed by a competent, ethical individual, usually a life insurance agent. The quality ... usually involving more figures than I put into a valuation report. They are usually incomprehen- sible, frequently ...

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    • Authors: Daniel Case, Harold G Ingraham, J Bruce MacDonald, Joseph M Belth
    • Date: May 1981
    • Competency: Communication; External Forces & Industry Knowledge>External forces and business performance; Professional Values>Public interest representation; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Management Of A Small Life Insurance Company
    small companies. We compete in a market (upscale individual sales) that is dominated by much larger companies ... the attractiveness of the main product of the individual life insurance business -- the whole life policy ...

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    • Authors: Application Administrator, Albert Easton, John R McClelland, Douglas Menkes
    • Date: Apr 1984
    • Competency: Communication; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Plan Design Issues: The Employee Perspective
    retirement has really become much more of a matter of individual planning and decision making. I’d just like ... benefits. There’s a much greater reliance on individual account plans. Yes, the employees now know how ...

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    • Authors: James A Kenney, William Torrie, Rebecca A Sielman
    • Date: Jun 1999
    • Competency: Communication; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Plan design
  • Degree, Depth, and Frequency of Actuarial Reports to Company Management
    the indicator reports are sales indicators. For individual insurance, we review submitted business by number ... items which are reviewed on a monthly basis for individual insurance are the galn or loss on surrender, ...

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    • Authors: William D Baldwin, James J Carey, David A Webster, Frank Zaret
    • Date: Jun 1975
    • Competency: Communication; External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills
  • The Life Insurance Business - The View of Consumerists
    feel when confronted with a llfe insurance or individual health insurance purchase? The first issue that ... sincerely believe to be the best for the particular individual and hence, we are selling him a black car, no ...

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    • Authors: Daphne D Bartlett, Frederick Kilbourne, Barbara Lautzenheiser, Angele Khachadour
    • Date: Apr 1981
    • Competency: Communication; External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Public Policy