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  • Preneed Market Trends—Reflecting on the 2022 Life Insurance Council’s LIC Preneed Forum
    Preneed Market Trends—Reflecting on the 2022 Life Insurance Council’s LIC Preneed Forum There are two key trends in the preneed and final expense insurance market, the first being small ...

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    • Date: Aug 2023
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Preneed
  • Mobile Technology for the Life Insurance Producer: Is It a Fad or the Future? Carrier-produced apps are becoming the industry standard
    Mobile Technology for the Life Insurance Producer: Is It a Fad or the Future? Carrier-produced apps are becoming the industry standard Ignoring the mobile technology revolution may place ...
    • Authors: Karen Monks
    • Date: Sep 2012
    • Competency: Communication>Difficult message delivery; Communication>Written communication; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>Software
  • Marketing Insurance Products Through Banks And Savings And Loans
    Marketing Insurance Products Through Banks And Savings And Loans Presented at October 1985 Annual Meeting. Discusses the regulatory environment, investment crossover opportunities, types of ...

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    • Authors: John S Marr, Charles E Moes, John E Tiller, John C Sweeney
    • Date: Oct 1985
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Research Activities in Non-Traditional Marketing
    Research Activities in Non-Traditional Marketing Research managers from prominent non-traditional marketing companies discuss: Structure and composition of research units, methods currently used ...

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    • Authors: Charles Coatsworth, G Mangum, David F Steppat, Charles Thalheimer, Jane E Black, Donald P Williamson
    • Date: Jan 1988
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • 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
  • Professional Development: Your Opportunity to Grow
    Professional Development: Your Opportunity to Grow Professional development opportunities from the Society of Actuaries. Professional development;Presentation skills;Public speaking;Defined ...

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    • Authors: Society of Actuaries
    • Date: Jan 2015
    • Competency: Communication>Oral communication; Professional Values>Practice expertise
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development; Life Insurance>Marketing and distribution - Life Insurance
  • A Tale of Two Values: Direct Response Insurance
    A Tale of Two Values: Direct Response Insurance From a panel discussion session at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Panelists ...

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    • Authors: Jay Jaffe, Ben Lutek, Robert Moser, Robert E Winawer
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Building Bridges with Alternative Marketing Methods
    Building Bridges with Alternative Marketing Methods 1999 SOA Annual Meeting, San Francisco. Presenters examined alternative marketing methods that bridge buyers and sellers. Subjects ...

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    • Authors: Robert H Dreyer, Norman E Hill, James B Smith, Lori A. Truelove
    • Date: Oct 1999
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability; Life Insurance>Marketing and distribution - Life Insurance
  • Nontraditional Marketing: The Next Fifty Years
    Nontraditional Marketing: The Next Fifty Years 1999 SOA Annual Meeting, San Francisco. Presenters discussed ways in which nontraditional methods of distributing insurance products are ...

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    • Authors: Jay Jaffe, Dan Snyder, II Walter H. Roder, John C Adiletti
    • Date: Oct 1999
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Health & Disability; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications