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  • Diversification Of Life Insurance Companies
    might these developments further evolve in the 1980's and beyond? MR. ROBERT D. SHAPIRO: The subject of ... diversification involving life insurance companies in the 1980's will take many varied forms. Examples include : i ...

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    • Authors: David E Neve, Richard S Robertson, Rodney R Rohda, Robert Shapiro, Michael Sproule, John C Head, Application Administrator
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional development; Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Individual Retirement Account Competition
    CARNEY. Panelists: HOWARD H. KA YTON, ALAN C. SNYDER*, S. JEF- FREY BAXTER**, DEBORAH C. FOORD*** i. What ... 15% requirement was dropped in favor of a "first-$2000-basis". This made the IRA the hottest item in the ...

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    • Authors: Gregory J Carney, Steve Cooperstein, Deborah C Foord, Howard H Kayton, Gordon H Leavitt, Martin Ruby, Alan C Snyder, Forrest Allen Spooner, S Jeffrey Baxter
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Pensions & Retirement
  • 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 ... sophisticated models that project our best estimates of mortality, morbidity, investment returns, expenses, and ...

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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
  • Marketing Arrangements With Financial Institutions
    out and aggressively market and sell your product[s] to them. Overview of Mutual Fund Industry Obviously ... indicated a large market segment of some 20% of U.S. households which wanted to buy mutual funds, but ...

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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
  • Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report Only
    27, 2009 TABLE OF CONTENTS Section Section Title Page Table of Contents 1 I. Executive ... sophisticated models that project our best estimates of mortality, morbidity, investment returns, expenses, and ...

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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
  • Life Insurance Product Development: A Marketing Perspective
    $_ooa.oao I B ESTATEOF WIFE I f@ 8% FOR I0 Y_.S,k318.QOO TAXCe .742,000 1526 OPEN FORUM Let's ... associated with the individual life insurance and annuity operations of a company. While there will likely ...

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    • Authors: John H Flittie, John A Johnson, John H Stigaard, L James L Rivers
    • Date: Oct 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • A Tale of Two Values: Direct Response Insurance
    A Tale of Two Values: Direct ... 1PGQHVJGYC[U[QW YQWNFFQVJCVKUD[WUKPIEWUVQOGTNKHGVKOGXCNWG5GEQPFOCTMGVGTUCNYC[UYCPV NC ... ITGCVDGECWUGVJKUYCUPçVRNCPPGF $WV+CNYC[UVT[VQHKPFCYC[VQTGOKPFO[UGNHVJCVGXGPVJG ...

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    • Authors: Jay Jaffe, Ben Lutek, Robert Moser, Robert E Winawer
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Challenges and Opportunities in the Marketing of Insurance Products Through Financial Institutions
    whole life, term, and market value adjustment annuity products. Prior to * Mr. Fitch, not a member of ... ResearchAssociation(UMRA) statisticson what the growth of the annuity market has been in financialinstitutions in the ...

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    • Authors: Edward B Martin, Victor C Moses, Robert Ozenbaugh, Cheryl Krueger, Thomas W Fitch
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities
  • Insurance Brokerage Fee Income Among Bank Holding Companies In 2008
    was the complete removal, starting in 2007, of annuity commissions not earned via securities units from ... totals over the last two years. Combining BHC annuity commissions with insurance brokerage income, total ...

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    • Authors: Michael D White
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • The Equation for Success—Professionalism and Profitability: Part I Worldwide Trends in the Insurance Industry
    (regulatory body) Fines Exceed £25 Million C Major U.S. Insurer Fined $100 Million for Unethical Sales Practices ... sales per month and an average sale of $1,200), Pru (U.S.) direct line, and Virgin Direct in the U.K. C The ...

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    • Authors: Tom Kelly
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: International News
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance