Description: 1993 SOA Spring Meeting, San Diego. This session was about the Latin-American insurance market. Topics included: 1. Size, growth, regulations, products, distribution, marketing. 2. Market entry, business strategies, cultural issues, local staffing. 3. Level of activity for U.S. companies.

Description: This discussion reviewed: A. Measures used by smaller companies to deal with below average policy persistency rates, B. The extent to which smaller companies issue policies with little to no retention for their own accounts, C. The extent to which new lines of insurance, such as accident and sickness, and changing distribution of business by line, plan, or age, have caused reconsideration of qualification bases for agency convention and honor awards.

Description: Presented at October 1985 Annual Meeting. This session discussion is about marketing opportunities, marketing techniques, product selection and design.

Description: This article describes some of the traditional profit measurement standards for direct marketing and then presents a more comprehensive and up-to-date foundation for insurance direct marketers and actuaries to use when reviewing individual direct marketing campaigns or total marketing programs.

Description: This article gives an overview of the worksite marketing/volutary products market and addresses the pros and cons of this marketing approach.

Description: Presented at October 1986 Annual Meeting. This session discussion is about life & health products, media selection, acquisition expenses and analysis of efforts.

Description: The article offers a discussion about future products, distribution, insurance laws, and contracts. Some ideas might not be possible today, but it is offered as food for thought.

Description: This article describes the four keys to successful worksite marketing: 1. Onsite selling either with group meetings or one-on one using professional enrollers. 2. Use a process that has been proven successful. 3. Gain employer sponsorship/commitment/endorsement. 4. Ensure your insurance company is committed as evidenced by high quality service from issue on through the life cycle of the policy.

Description: Building on our previous newsletter article (“Who Sells and Distributes”), we continue here in our attempt to define and clarify sales and distribution terms that may be confusing or misunderstood. In this article, we focus on seller and distributor compensation, which includes payments to customer-facing sales experts and separate allowances for the entities supporting those experts

Description: 1999 SOA Annual Meeting, San Francisco. This is Table 1 Product/Channel Directory that is associated with Building Bridges with Session 136IF: Building Bridges with Alternative Marketing Methods