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Direct Marketing: Part 1—Analysis of Solicitations
Direct Marketing: Part 1—Analysis of Solicitations This article covers measurement of key actions by presenting an approach to the analysis of direct-mail insurance solicitations. Marketing and ...- Authors: H Lund
- 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
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Insurance Brokerage Fee Income Among Bank Holding Companies In 2008
Insurance Brokerage Fee Income Among Bank Holding Companies In 2008 Discussion of what bank holding companies earned in insurance brokerage fee income in 2008. Marketing and distribution; ...- Authors: Michael D White
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: News Direct
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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DOL Fiduciary Regulation - Where are We Now?
DOL Fiduciary Regulation - Where are We Now? This article provides an update on Department of Labor's fiduciary regulation for retirement plans/investors focusing on a July 2017 request ...- Authors: Susan Krawczyk
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: News Direct
- Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
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Chairperson's Corner
Chairperson's Corner The Pension Section Council has had several webcasts relating to mortality and longevity issues. Future projects include issues relating to lifetime income. ; By Penny ...- Authors: Penny A Bailey
- Date: Jun 2012
- Competency: Professional Values>Practice expertise
- Publication Name: Pension Section News
- Topics: Annuities>Guaranteed living benefits; Demography>Mortality - Demography
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Structured-Note Annuity: A Niche Industry Is Born with Endless Possibilities
Structured-Note Annuity: A Niche Industry Is Born with Endless Possibilities Structured-note annuities provide a retirement solution for the masses while allowing effective hedging and balance ...- Authors: Gregory Henke
- Date: Apr 2014
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: The Actuary Magazine
- Topics: Annuities>Fixed annuities; Annuities>Product development - Annuities; Annuities>Variable annuities
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The Actuary Vol. 20, No. 3 Annuities Used In Settlement Of Personal Injury Lawsuits
The Actuary Vol. 20, No. 3 Annuities Used In Settlement Of Personal Injury Lawsuits Article from The Actuary, March 1986 – Volume No. 20, Issue No. 3 that is a brief description of one of the ...- Authors: Robert C Blattenburg
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities>Individual annuities
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Legal Notes
Legal Notes This section presents and summarizes major insurance-related legal cases of 1958. From Transactions of Society of Actuaries 1958, Vol. 10, No. 28. Marketing and ...- Authors: B. M. Anderson
- Date: Oct 1958
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities; Health & Disability>Health insurance; Life Insurance
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A Portfolio Approach to Retirement Income Security
A Portfolio Approach to Retirement Income Security Retirees and their advisors should construct diversified portfolios of retirement income, allocating among various retirement income classes ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
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Decisions Misaligned with Priorities: The Non-Annuitization of Retirement Savings
Decisions Misaligned with Priorities: The Non-Annuitization of Retirement Savings Retirement income security under defined contribution plans depends upon sufficient savings and decumulating that ...- Authors: Paul Yakoboski
- Date: Sep 2016
- Competency: Leadership>Thought leadership; Strategic Insight and Integration>Influence decisions
- Publication Name: Pension Section News
- Topics: Annuities>Payout annuities; Annuities>Policyholder behavior - Annuities
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Thoughts on the Enhanced Earnings Death Benefit
Thoughts on the Enhanced Earnings Death Benefit The 1990s saw the rise of many types of variable investment products within the life insurance industry. It was only natural that hedging ...- Authors: Douglas Robbins
- Date: Jan 2002
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Product Matters!
- Topics: Annuities>Individual annuities