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  • Current Trends in Distribution Channels: Where Are Banks Headed?
    Current Trends in Distribution Channels: Where Are Banks Headed? Presented at May 2005 Spring Meeting. Panelists discuss the current status since the passage of the Gramm-Leach-Bliley bill, ...

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    • Authors: Christopher Hause, James W Mann, Shaun Norris
    • Date: May 2005
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Nathaniel Ingersoll Bowditch
    Nathaniel Ingersoll Bowditch Article Nathaniel Ingersoll Bowditch by Bartlett in The Actuary, June 1979, Volume 13, Number 6 Accident insurance;Annuities;Differential mortality;Investment ...

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    • Authors: Dwight K Bartlett
    • Date: Mar 1979
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Professional Values>Public interest representation; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Ethics; Annuities>Investment strategy - Annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Delphi Study In Real Time
    Delphi Study In Real Time The Delphi method was applied to several questions regarding trends in product development. The audience participated in the Delphi survey to predict how economic and ...

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    • Authors: Paula Hodges
    • Date: Dec 2013
    • Competency: Leadership>Professional network leverage; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Predictive Analytics and Futurism Newsletter
    • Topics: Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities
  • Marketing Arrangements With Financial Institutions
    Marketing Arrangements With Financial Institutions Presented at May 1986 Spring Meeting. This session discussion is about marketing arrangements and mergers with non-insurance the financial ...

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    • Authors: Jay Jaffe, H Lund, Linda D Reed, Lawrence A Seller, Christopher Tomecek
    • Date: May 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
    Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements The article summarizes several recent private letter rulings from the IRS addressing the "investor ...

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    • Authors: Bryan W Keene, John Adney
    • Date: Jun 2017
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy