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

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  • Philosophistry?
    Philosophistry? This is the second report, entitled Philosophies in the Computation and Dissemination of Dividend Illustrations, of the Society’s Committee on Cost Comparison Methods and Related ...

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    • Authors: Robert G Boeckner
    • Date: May 1975
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Market Potential for Preneed Insurance
    Market Potential for Preneed Insurance This article discusses the market potential for preneed insurance. Marketing and distribution; 10044 1/1/1999 12:00:00 AM ...

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    • Authors: Donna B Stalley
    • Date: Jan 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Multiple Distribution Channels within Banks
    Multiple Distribution Channels within Banks This article discusses the various ways that banks distribute insurance products. Marketing and distribution; 10048 4/1/1999 12:00:00 AM ...

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    • Authors: James B Smith
    • Date: Apr 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Managing Non-Life Insured Products Sold Through Auto DealersPart I - Vehicle Service Contracts
    Managing Non-Life Insured Products Sold Through Auto DealersPart I - Vehicle Service Contracts Managing Non-Life Insured Products Sold Through Auto Dealers Part I - Vehicle Service Contracts by ...

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    • Authors: John Kerper
    • Date: Jun 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • You’ve Sent Mail
    You’ve Sent Mail This article is a short summary of an essay on using microeconomics and Embedded Value concepts in evaluating direct marketing programs. Acquisition expenses;Embedded value; ...

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    • Authors: Robert E Winawer
    • Date: Jun 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Internet Benefits Extend Far Beyond Distribution
    Internet Benefits Extend Far Beyond Distribution This article describes how Transamerica built internet based technology to support term sales through a mutual fund company and demonstrates the ...

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    • Authors: William G Winterman
    • Date: Sep 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Term life; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>E-commerce
  • Agent Lead Generation: Evolving Technology in an Evolving Market
    Agent Lead Generation: Evolving Technology in an Evolving Market This article discusses agent-driven direct mail marketing, the economics of this approach, and how to obtain agent buy-in.

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    • Authors: Peter Stein
    • Date: Sep 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • A FOOLS GAME: the Correct Name for Distributing Insurance via Banks?
    A FOOLS GAME: the Correct Name for Distributing Insurance via Banks? Discussion of distributing life insurance through banks. N/A; 4294979447 9/1/2009 12:00:00 AM ...

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    • Authors: Carmen F Effron
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Trends in the Marketing and Distribution of Life Insurance Products
    Trends in the Marketing and Distribution of Life Insurance Products Trends in the Marketing and Distribution of Life Insurance products. Life insurance;Marketing and distribution 6442484144 9/1/ ...

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    • Authors: Nic West, Jeff Root
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Direct to Consumer: What Does it Mean for Financial Services
    Direct to Consumer: What Does it Mean for Financial Services This article provides a contemporary perspective of direct-to-consumer, defines what it is, and offers several considerations for D2C ...

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    • Authors: Eric Sondergeld, Patrick T Leary
    • Date: May 2017
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Life Insurance>Marketing and distribution - Life Insurance