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  • Distribution of Individual Products - A Look into the Crystal Ball
    Distribution of Individual Products - A Look into the Crystal Ball Presented at May 1996 Spring Meeting ...

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    • Authors: C R Duncan, Cindy A DiBiase, Patrick J Moore
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; 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
  • An Enhanced Social Security Benefit
    They can add to it or not as time goes by. Individual retirement accounts and 401(k) plans can be ... An Enhanced Social Security Annuity Appendix Table 1 illustrates a pretty devastating picture of what ...

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    • Authors: John Cutler
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Economics>Behavioral economics; Finance & Investments>Investment policy
  • Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Appendices Only
    • 2 participants commented on the need for Individual Risk Management concept. For example: “Today ... family face. To obtain financial mitigation, the individual has to go to several sellers and there is little ...

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    • Authors: Society of Actuaries
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
  • DOL Fiduciary Regulation - Where are We Now?
    ability to save for retirement and build the individual wealth necessary to afford typical lifetime ... Fiduciary Regulation—Where are We Now? WHAT’S ON THE TABLE? The DOL has yet to publish the results of its ...

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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
  • Successful Distribution Systems of the Future
    office, to "roll his own" unique policy for his individual set of circumstances. Replacement is going to ... career agent will be two-fold. First, at the individual agent level, unit commissions will reduce, threatening ...

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    • Authors: B W Baucom, Paul A Campbell, David R Carpenter, Peter F Chapman, J Ross Hanson, Jack P Barger, T. Ramon Perdue
    • Date: Apr 1980
    • Competency: Leadership>Change management; 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
  • International Product Development Market
    changes that have affected the life industry. Individual life insurance is untapped in Argentina, and ... where the contributions will be accumulated in individual pension accounts. The AFJPs were specifically ...

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    • Authors: Robert Lau, Juan Punchin, Ramon Galanes, David Rosier, Nigel Silby
    • Date: May 1996
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Global Perspectives; Life Insurance>Marketing and distribution - Life Insurance
  • 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 ...

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    • 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
  • Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report with Appendices
    2009 1 TABLE OF CONTENTS Section Section Title Page Table of Contents 1 I. Executive ... research staff (who had to transcribe all of the individual responses and protect the anonymity of each respondent) ...

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    • Authors: Society of Actuaries
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
  • ndividual Annuity Sales and Product Trends
    we’ll summarize broad trends across the U.S. individual annuity marketplace and focus on variable annuities ... annuities. MACROECONOMIC OVERVIEW A review of the individual marketplace is incomplete without an understanding ...

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    • Authors: Simpa Baiye
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Variable annuities; Economics>Macroeconomics
  • Marketing Arrangements With Financial Institutions
    century. Think about this for a minute. If an individual wanted insurance, he typically went to an insurance ... of financial or non-financial services to an individual. However, the products, customers, geography ...

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    • Authors: Jay Jaffe, H Lund, Linda D Reed, Lawrence A Seller, Christopher Tomecek
    • Date: May 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; 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