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

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  • A FOOLS GAME: the Correct Name for Distributing Insurance via Banks?
    management committees of the bank will review the insurers ratings and look at each insurer by asking and answering ... product would most likely be sold through the banks investment representative or financial consultant ...

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    • Authors: Carmen F Effron
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Cost Disclosure in Individual Life Insurance
    dends, on a set of actuarial assumptions as to mortality, termination and interest. The Actuaries' Index ... considered to meet the criteria we laid down: standard mortality cost, Linton yield, and company retention. The ...

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    • Authors: Russell R Jensen, J Bruce MacDonald, Norman K Martin, William F Sutton
    • Date: Oct 1977
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Marketing of Individual Insurance in Business Markets
    rates of return as high as 20% after tax on a mortality adjusted basis or on a death at 80 basis. In ... laid out guaranteed expense charges, maximum mortality charges, and credited excess interest rates tied ...

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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
  • Automated Underwriting: A Survey of Life Insurer Experience
    and determine the feasibility of studying the mortality experience it produces. The results of the survey ... ongoing follow-up study on the accuracy and mortality results of automated underwriting. To learn more ...

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    • Authors: Mike Batty
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: News Direct
    • Topics: Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
  • Insurance Brokerage Fee Income Among Bank Holding Companies In 2008
    was the complete removal, starting in 2007, of annuity commissions not earned via securities units from ... totals over the last two years. Combining BHC annuity commissions with insurance brokerage income, total ...

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    • 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
  • Discussion of Subjects of Special Interest
    recently at Northwestern Mutual. The following table shows the number of agents we would expcct to survive ... all of which increases the risk of loss. MR. JOHN S. ACHESON: If any company is to emphasize sales, it ...

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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
  • Market Intelligence for Actuaries with Competiscan
    Market Intelligence for Actuaries with Competiscan What are insurance companies promoting ... and benefit design are near and dear to an actuary’s heart, sales are driven by the value insurers provide ...

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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
  • Five Ways to Beat the Recession: Insurance Direct Marketers Get the Good News
    Five Ways to Beat the Recession: Insurance Direct Marketers Get the Good News Discussion of ... direct response television to generate leads. The 2000 recession, spurred by the dot–com bubble burst and ...

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    • Authors: Kevin McKenna
    • Date: Sep 2009
    • Competency: Communication>Persuasive communication; Communication>Written communication; Leadership>Influence; Relationship Management>Relationships and trust; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • The Equation for Success—Professionalism and Profitability: Part I Worldwide Trends in the Insurance Industry
    (regulatory body) Fines Exceed £25 Million C Major U.S. Insurer Fined $100 Million for Unethical Sales Practices ... sales per month and an average sale of $1,200), Pru (U.S.) direct line, and Virgin Direct in the U.K. C The ...

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    • Authors: Tom Kelly
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: International News
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Long-Term Customer Value Not Just Policyholders
    analytical approach is dis- played in the table on page 9. The table sets out the data needed, the analysis ... calculations. While the analysis and therefore the table are relatively straightforward, several items deserve ...

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    • Authors: Jay Jaffe
    • 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