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

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  • 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
  • Implementing Quick Programs: The Bank Distribution Model
    Implementing Quick Programs: The Bank Distribution Model A discussion of adjustments to the issue and underwriting process to speed up the process in order to succeed with bank distribution of ...

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    • Authors: Robert Ireland
    • Date: Apr 2003
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Factoring In The X Generation
    Factoring In The X Generation An article in which the author discusses Generation X and the growing need to market and communicate with this group of individuals. The subset of entry level ...

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    • Authors: Cecilia Green
    • Date: Jun 1994
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Mentoring
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Life Insurance Distribution and the Middle Market
    Life Insurance Distribution and the Middle Market Over the last two years the Marketing and Distribution (MaD) council has made it a priority to address the ongoing issue of the underinsured ...
    • Authors: Adam Vanevenhoven
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Demography>Population data; Economics>Behavioral economics; Life Insurance>Marketing and distribution - Life Insurance
  • Results of Universal Life, Indexed Universal Life and Variable Universal Life Survey
    Results of Universal Life, Indexed Universal Life and Variable Universal Life Survey The article summarizes results of a Milliman survey per the title. These products comprise about 40% of the ...

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    • Authors: Carl Friedrich, Michelle Krysiak
    • Date: Oct 2022
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
  • Market Intelligence for Actuaries with Competiscan
    Market Intelligence for Actuaries with Competiscan What are insurance companies promoting in the market? How are they framing their products and services? What is their value proposition to ...

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    • Authors: Erika Dochney
    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Long-term Care
  • The Death of Telemarketing Has Been Exaggerated ... Or Has It?
    The Death of Telemarketing Has Been Exaggerated ... Or Has It? At least 60 percent of households are now on the Do Not Call list, the level of telemarketing is down, but it still remains an ...

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    • Authors: Jon Hamilton
    • Date: Jun 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance