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

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  • Field Compensation Developments
    Field Compensation Developments Discusses some of the industry dynamics driving change in the ... PPGA-like systems at Penn Mutual, and New York's recent letter on agent-owned reinsurance companies ...

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    • Authors: David L Baxter, Jeffrey Stevenson, Douglas Van Dam
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Emerging Compensation Alternatives
    written, affected probably 85% of all the sales in the U.S. Today, New York-licensed companies only control ... levelized compensation. I definitely believe that annuity compensation is going to level out tremendously ...

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    • Authors: Thomas E Beresford, Armand de Palo, Roger Heath, A Micheal McMahon
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • 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
  • The Impact of Technology on the Distribution of Insurance and Financial Services
    up overseas that people are accessing here in the U.S. and getting around essentially every regulation ... company that I wanted to show you that has built an annuity specifically for Web distribution, and it offers ...

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    • Authors: H Lund, Michael Levison
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>E-commerce
  • Tradional Marketing
    state and federal regulation on marketing in the U.S. and Canada. Included are discussions regarding ... Regulation of the Insurance Industry Benefit Con- In The U.S.” sumers?“, pp 1381-1396. This study note provides ...

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    • Authors: Society of Actuaries
    • Date: Dec 1992
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Strategy development
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Marketing Distribution Systems
    decreasing market for life but increasing market for annuity products. The second is consumer's attitudes. ... participation, lower acquisition costs, provide better mortality, etc. In addition, it is help- ful but not mandatory ...

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    • Authors: Robert D Hogue, Jay Jaffe, Sanford W Scott, Walt Wojcik
    • Date: Jun 1977
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Automated Underwriting: A Survey of Life Insurer Experience
    and determine the feasibility of studying the mortality experience it produces. The results of the survey ... ongoing follow-up study on the accuracy and mortality results of automated underwriting. To learn more ...

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    • Authors: Mike Batty
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: News Direct
    • Topics: Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications