Marketing & Distribution: A Day in the Life Webcast


March 01, 2018

  • Relationship Management


Event Home | Registration | Presenter & Moderator | CPD


Presented by

SOA Marketing & Distribution Section


12:00–1:30 p.m. ET


This webcast takes place via the Internet.

Registration Fees

Registration is now closed. The SOA Customer Service Center is available to assist you Monday through Friday, 8:00 a.m. to 5:00 p.m. CDT. Please call +1-888-697-3900.

Who Should Participate

Product development actuaries, valuation actuaries and any other actuaries whose work may be influenced by how products are marketed and sold.


The design, pricing and valuation of insurance products are influenced by how these products are marketed and sold to consumers. While an understanding of marketing and distribution is critical to the technical work product of actuaries, it can also improve working relationships and enhance corporate visibility. Three presenters—a broker, an advisor and an underwriter—will provide insight into their day-to-day work, share tips for building strong relationships with marketing and distribution teams, and discuss the importance of actuaries to front-line resources.

How the live webcast works and what it includes

You do not need any special equipment. On Feb. 28, 2018, before 2:00 p.m. ET you will be sent detailed webcast instructions via email including the Web address for accessing the live-streaming broadcast presentation. Any handouts that are available will also be sent.

Please review the technical requirement sheet for the webcast platform with your IT department and make sure there aren’t firewall issues with audio streaming through your computers. You can test your computer using the following link to ensure the audio streaming is working properly.

In addition, if you have Windows 7, we recommend using Firefox, Chrome or Edge - not Internet Explorer 11 – in order to avoid problems with streaming audio.





Demonstrating the listening, writing and speaking skills required to effectively address diverse technical and nontechnical audiences in both formal and informal settings.

Professional Values

Adhering to standards of professional conduct and practice where all business interactions are based on a foundation of integrity, honesty and impartiality.

External Forces & Industry Knowledge

Identifying and incorporating the implications of economic, social, regulatory, geo-political and business changes into the design and delivery of actuarial solutions.


Initiating, innovating, inspiring, creating or otherwise acting to influence others regardless of level or role toward a common goal.

Relationship Management & Interpersonal Collaboration

Creating mutually beneficial relationships and work processes toward a common goal.

Technical Skills & Analytical Problem Solving

Applying the actuarial knowledge, skills and judgment required to provide value-added services.

Strategic Insight & Integration

Anticipating trends and strategically aligning actuarial practice with broader organizational business goals.

Results-Oriented Solutions

Providing effective problem solving that addresses relevant interests and needs.