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

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  • Marketing of Individual Insurance in Business Markets
    Marketing of Individual Insurance in Business Markets Discusses markets, how they were affected over the years by changes in tax laws, plans of insurance, pre- and post-sale illustrations, ...

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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
  • The Financial Services Industry And Its Responses To Inflation And Deregulation
    The Financial Services Industry And Its Responses To Inflation And Deregulation Panel discussion from the April 1982 Society of Actuaries meeting in Houston on the topic of the financial services ...

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    • Authors: Louis Garfin, J Ross Hanson, Wilfred A Kraegel, Robin B Leckie, Paul H LeFevre, John M Lenser, Paul Milgrom, Ma Rosario S Rodolfo, Robert Shapiro, Martin Staehlin, Ronald E Timpe
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Relationships and trust; 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; Public Policy
  • Research In Agency Operations
    Research In Agency Operations This discussion at the SOA 1968 Philadelphia Regional Meeting looks at research on agency operations and actuarial involvement. Commissions;Lapse rates=Lapses; ...

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    • Authors: Floyd T Beasley, John M Bragg, J Stanley Hill, Harold G Ingraham, Robert H Jordan, Meno T Lake, Ernest J Moorhead, Charles F Pestal, William J Rushton, William M Snell, Thomas C Sutton, F Gilbert Swanson, William White, Charles Connolly, Archibald H McAulay, Neil W Macintyre, Alfred G. Whitney
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Equity Products
    Equity Products This is a discussion about insurance company equity products from the viewpoints of the actuary, the agent and the regulatory authority. From Transactions of Society of Actuaries ...

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    • Authors: Thomas P Bowles, Lawrence J Latto, Charles M Sternhell, Edward M Lupean
    • Date: Apr 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Producer Owned Insurance Companies
    Producer Owned Insurance Companies Presented at June 1985 Spring Meeting. Discusses: participation in strain, United States or international structure, type of stock ownership and tax ...

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    • Authors: Joseph Fafian, Joseph F Kolodney, Rodney Runestad, Dennis Van Mieghen, Melville J Young
    • Date: Jun 1985
    • Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Reinsurance>Coinsurance; Reinsurance>Life reinsurance
  • Field Compensation Developments
    Field Compensation Developments Discusses some of the industry dynamics driving change in the industry distribution and compensation systems, the general-agency/career-agent system at MassMutual, ...

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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
  • Non-Traditional Marketing Section Luncheon
    Non-Traditional Marketing Section Luncheon Speaker discusses non-traditional marketing companies such as his own company, the Laurentian Group. From the 1987 Record of Society of Actuaries, Vol.

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    • Authors: Jacques Cloutier, David A Wright
    • Date: Oct 1987
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Success in Bancassurance: A Coin Toss?
    Success in Bancassurance: A Coin Toss? This session at the SOA 1998 Maui I Spring Meeting examines some ways in which bancassurance has been implemented by insurers in other countries and ...

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    • Authors: Ian N Robinson, Robert Proehl, Lori A. Truelove
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Penetrating the Great Wall of China
    Penetrating the Great Wall of China This presentation, session number 53PD, took place at the 2000 Annual Meeting of the Society of Actuaries, held October 15-18 in Chicago. The panelists note ...

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    • Authors: August Chow, Craig Reynolds, Thomas P Laine
    • Date: Oct 2000
    • Competency: External Forces & Industry Knowledge>General business skills
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Design and Pricing of Products for Internet Distribution
    Design and Pricing of Products for Internet Distribution This session at the SOA 2003 Washington, DC Spring Meeting discusses pricing and product design for sales via the internet from the ...

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    • Authors: W Howell Pugh, Gary Thomas
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance