Description: Presented at May 1996 Spring Meeting. Discusses how marketers are pushing the distribution frontiers of insurance and financial services: technology utilized, what is successful, product and service implications.

Description: The article is Part 1 of two articles that provide a case study for the development of a profitability and risk dashboard. The sample dashboard provides distilled information regarding actual to expected (A/E) ratios for key risks, agent quality scores and customer value scores. The dashboard would also provide the value of new business written, surplus strain, debit balances, and expected losses on debit balances at different levels, down to the agent level. A product mix index is provided, together with visual comparisons of key metrics to the company's business plan. The Part 2 article will add information to the dashboard regarding risk margins, target capital, and company value.

Description: Task Force report on life insurance company sales illustration practices from the perspective of the consumer. The study analyzes how well current illustration practices serve their primary functions of: 1. showing the consumer their policy values and premium payments over time, and 2. projecting best estimates of future performance and providing cost and performance comparisons with other policies.

Description: Presented at the April 1985 Spring Meeting. More agents are becoming independent. Discussion covers how to support and do more for them, and their impact on product design.

Description: Presented at May 1996 Spring Meeting. Considers many ways product distribution might evolve in the future. Discussion compares traditional forms in place today with some expected and even some unexpected forms of tomorrow. The impact of distribution on product development and design is also explored.

Description: This report is based on simplified issue [SI] products sold during 2004 but introduced before 2004. Twenty-seven companies responded, covering 48 products.

Description: Discussion of the findings of a survey conducted by Deloitte Consulting on the experience insurers were having with automated underwriting. This survey was solicited by the Society of Actuaries' Marketing and Distribution Section Council, the Product Development Section Council and the Committee on Life Insurance Research.

Description: This panel discussion examines marketing distribution systems, discussing the marketing problems and opportunities facing life insurers. From the 1977 Record, Vol. 3, No. 3.

Description: This literature guide focuses on individual life insurance distribution, with an emphasis on marketing operations which use the agency distribution system - although much of the material is applicable to direct response marketing.