Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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  • Multiple Line Operations
    Multiple Line Operations This discussion is about the pros and cons for smaller companies to affiliate ... the company takes automobile business it doesn't care for from him. MR. ROBERT C. TOOKEY: I agree with ...

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    • Authors: Ralph E Edwards, Melvin L Gold, Paul J Overberg, Saul Rosenthal, Robert C Tookey, Frederick S Townsend, James G Bruce
    • Date: Jan 1962
    • Competency: Relationship Management; Strategic Insight and Integration
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Discussion of Subjects of Special Interest
    Discussion of Subjects of Special Interest This session at the SOA 1962 Jacksonville ... Obviously, the level of basic commissions will have a direct bearing upon this growth factor. Since the traditional ...

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    • Authors: John S Acheson, William A Bailey, Harold G Ingraham, Charles W Jacoby, Russell R Jensen, James A Livingston, Norman K Martin, Manuel Gelles
    • Date: May 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Research In Agency Operations
    Research In Agency Operations This discussion at an SOA 1968 Regional Meeting looks at research ... anyone made a study of this, specifically by making direct contact with lapsed policyholders? MR. SCHNELLE: ...

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    • Authors: Neil M Anderson, Norman F Buck, John M Clyne, H Carey Hanlin, Charles F B Richardson, Morton D Miller, Wayne A Gillis, Edward G Newcomb, Charles S. Schnelle
    • Date: May 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Discussion - Commission Rates
    Discussion - Commission Rates This discussion seeks to determine if: 1. Is there justification ... States. This was not successful since it had not been care- fully sold to the general agents and managers ...

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    • Authors: Ben J Helphand, Ernest J Moorhead, Charles F Pestal, John R Taylor, Christopher H Wain, Charles F B Richardson, George Ryrie, Alexander Marshall, Garnett E Cannon, Thomas B Morrison, Pearce Shepherd, Clarence H Tookey, Leslie A Cannon
    • Date: Jan 1961
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • A Ratio of Interest-Adjusted Cost Indexes for the Comparison of Dissimilar Life Insurance Contracts
    A Ratio of Interest-Adjusted Cost Indexes for the Comparison of Dissimilar Life Insurance Contracts ... While the most obvious problem exists in the direct and unqualified compari- son of a participating ...

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    • Authors: Daphne D Bartlett, JOE STANLEY MARSHALL, Charles L. Trowbridge, Peter L J Ryall
    • Date: Oct 1973
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Non-forfeiture benefits