Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Designing Your Nontraditional Product from Start to Finish: Working with Your Sales and Marketing Teams
    found that in designing single-premium, deferred-annuity products, using a bank distribution system, initially ... Nontraditional Product from Start to Finish… 12 annuity market. Their requirements have gone up recently ...

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    • Authors: Christopher Hause, Jay Jaffe, George D Light, Kevin J Howard, Craig E Hanford, Van Beach, Robert Stone, Dave Dorans
    • Date: Jun 2004
    • Competency: Relationship Management>Relationships and trust; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Cost Disclosure in Individual Life Insurance
    dends, on a set of actuarial assumptions as to mortality, termination and interest. The Actuaries' Index ... considered to meet the criteria we laid down: standard mortality cost, Linton yield, and company retention. The ...

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    • Authors: Russell R Jensen, J Bruce MacDonald, Norman K Martin, William F Sutton
    • Date: Oct 1977
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Marketing of Individual Insurance in Business Markets
    rates of return as high as 20% after tax on a mortality adjusted basis or on a death at 80 basis. In ... laid out guaranteed expense charges, maximum mortality charges, and credited excess interest rates tied ...

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    • Authors: Steven Eisenberg, John Jarka, Richard Kular, David Remstad
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Field Compensation - Life Insurance and Annuities
    involved in the distribution of individual life and annuity products: a. What is the impact on the system ... handbook of compensation and looking at some 68 U.S. and Canadian companies, 58 of the companies already ...

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    • Authors: Robert D Lowden, Frank Zaret, L.B. "Tim" Leach, Donald F Shellgren
    • Date: Jun 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Research Activities in Non-Traditional Marketing
    limit our market specifically to the eleven million U.S. American Express Card members. What this means ... American Express Card member base compared to the U.S. Financial Service user. What it does not do is say ...

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    • Authors: Charles Coatsworth, G Mangum, David F Steppat, Charles Thalheimer, Jane E Black, Donald P Williamson
    • Date: Jan 1988
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Insurance Applications of Modern Marketing Tools
    you, another way of spelling large is J-A-P-A-N-E-S-E. For example, Japan's Sumotumo Bank has recently ... marketer you might find it useful to know that all U.S. households have on average about $1,285 in savings ...

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    • Authors: M Nasim Ali, Timothy J Herr, William M Ring, Kenneth E Frantz, Frank R King
    • Date: Apr 1987
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Successful Selling on the Internet
    Recorder: r: BRIAN S. REID J. BRADLEY MURRAY PAUL F. POLCHERT BRIAN S. REID Summary: Consultants ... connected (fast and easy), and more. Mr. Brian S. Reid: I'm with SS&C Technologies. With me today ...

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    • Authors: Paul Polchert, J Murray, Brian S Reid
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
  • Direct Response Marketing - Life And Health Insurance
    tried, such as cancer, victim of crime, accident annuity, umbrella liability, and between-jobs major medical ... other products that the consumer wants an IRA annuity, for instance. DIRECT RESPONSE MARKETING - LIFE ...

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    • Authors: Roberta L Canfield, Edward P Mohoric, Harry Ploss, H Shumrak, Lawrence Hersh
    • Date: Apr 1985
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Segmentation And Market Specialization
    THORNTHWAITE, FRED BROWN, HARRY PLOSS, Recorder: SARAH S. PLOTKIN i. Adoption of a segmentation and market ... marketing mixes being applied. In this exhibit, the "m"s correspond to the four marketing mix elements, and ...

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    • Authors: Frederick Brown, Joseph M Fitzgerald, Sarah S Plotkin, Harry Ploss, Wilfred Thornthwaite, Margaret J Ware
    • Date: Apr 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Non-Traditional Marketing Through Broadcast Media
    Non-Traditional Marketing Through Broadcast Media Presented at October 1986 Annual Meeting. ... different experience in terms of persistency, mortality, and morbidity. I don't recall any of the panelists ...

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    • Authors: John Ladley, Gary A Kauffman, Eugene R Raitt
    • Date: Oct 1986
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance