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Individual Annuity Products
that can wreak havoc on your portfolio manager. Direct marketing sales have been limited to date but have ... 1991 Regional Brokers30.0% Wire Houses 25.0% Direct Marketing 2.0% Banks 10.0% Career Agents 20.0% ...- Authors: Mitchell Katcher, Dan Spafford, Michael R Winterfield, Heather Smith
- Date: Jun 1992
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Fixed annuities; Annuities>Marketing and distribution - Annuities; Annuities>Pricing - Annuities; Annuities>Variable annuities
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Marketing of the Profession
increase demand for services, the supply side will take care of itself. I want to talk about some specifics ... they do. We have been approached by the Health Care Financing Administration. They are interested in ...- Authors: Thomas Edwalds, Warren Luckner, Robert W Omdal, Anna M Rappaport, Teresa Winer, David G W Bragg, Paul Thornton
- Date: Jun 2000
- Competency: Leadership>Influence; Leadership>Professional network leverage; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Professional associations
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New Recording Means and Computing Devices
lines introduce many complications. Some have no direct relation to the problem--for example, various reports ... plan-age-year order. The factors re- quired for the direct distribution approach are so few that they can ...- Authors: J Stanley Hill, Charles G Lincoln, John O Prouty, Ronald G Stagg, Kermit Lang, Manuel R. Cueto, Harry W Jones, Gordon C. Streeter, Jeremy Conor Davidson
- Date: Jun 1953
- Competency: External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration
- Publication Name: Transactions of the SOA
- Topics: Technology & Applications
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Policyholder Behavior Experience Data and Modeling
Policyholder Behavior Experience Data and Modeling An exploration of drivers, cohorts and dynamics ... and efficiency should increase over time Where direct data is lacking, should look to similar data from ...- Authors: Timothy S Paris
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Capital - Annuities; Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management; Annuities>Deferred annuities
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Updates on PBR for Annuities
Updates on PBR for Annuities The NAIC has adopted revised VM-21 and AG43 for variable annuities, ... decisions 1 2 3 4 5 Discount rate methodology Direct iteration method or discount at NEAR? Standard ...- Authors: Yuan Tao
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities
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Multiple Line Operations
Multiple Line Operations This discussion is about the pros and cons for smaller companies to affiliate ... the company takes automobile business it doesn't care for from him. MR. ROBERT C. TOOKEY: I agree with ...- Authors: Ralph E Edwards, Melvin L Gold, Paul J Overberg, Saul Rosenthal, Robert C Tookey, Frederick S Townsend, James G Bruce
- Date: Jan 1962
- Competency: Relationship Management; Strategic Insight and Integration
- Publication Name: Transactions of the SOA
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Critical Illness In North America - Ready To Take Off?
release like a term product or even a new long-term-care product. You have to go out there and demonstrate ... moved it over, and we have people on our long-term care, disability income team paying claims now. Distribution ...- Authors: Susan Kimball, Emile Elefteriadis, Ken Smith, Laurel Pedersen
- Date: Jun 2001
- Competency: Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Global Perspectives; Health & Disability>Critical illness insurance
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Efficient VA Hedging Instruments for Target Volatility Portfolios
Efficient VA Hedging Instruments for Target Volatility Portfolios The speaker of this session ... HEREBY SPECIFICALLY DISCLAIMS ALL LIABILITY FOR DIRECT, INDIRECT, CONSEQUENTIAL OR OTHER LOSSES OR DAMAGES ...- Authors: Society of Actuaries, Jon Spiegel
- Date: Nov 2016
- Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management
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Hedging of Equity Risks: An Overview
Hedging of Equity Risks: An Overview The presentation will outline the different possibilities insurance ... | Equity Markets and Commodities | 2017 1 Primary Risk Areas in Life Insurance Products Marketing ...- Authors: Sebastian Lutz
- Date: Oct 2017
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities
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Session 161: Discount Rates for Pension Funding
Session 161: Discount Rates for Pension Funding The presenters will provide an update ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...- Authors: Douglas Chandler, Tammy Dixon, Eileen Luxton, Lisa Schilling
- Date: Feb 2020
- Competency: Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Funding