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Direct to Consumer: What Does it Mean for Financial Services
Direct to Consumer: What Does it Mean for Financial Services This article provides a contemporary perspective of direct-to-consumer, defines what it is, and offers several considerations for D2C ...- Authors: Eric Sondergeld, Patrick T Leary
- Date: May 2017
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Annuities>Marketing and distribution - Annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Life Insurance>Marketing and distribution - Life Insurance
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Implementing Quick Programs: The Bank Distribution Model
Implementing Quick Programs: The Bank Distribution Model A discussion of adjustments to the issue and underwriting process to speed up the process in order to succeed with bank distribution of ...- Authors: Robert Ireland
- Date: Apr 2003
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Unit-Linked Products on the Rise
Unit-Linked Products on the Rise Hubert Mueller describes why unit-linked products are increasingly popular in Europe and provides his outlook for continued growth. Equities=Common stock=Stock= ...- Authors: Hubert B Mueller
- Date: May 2000
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
- Publication Name: International News
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
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Research on Unmet Needs for Financial Advice
Research on Unmet Needs for Financial Advice The Society of Actuaries has recently issued a Request for Proposal to identify specific consumer profiles and the retirement income strategies ...- Authors: Paul Richmond
- Date: May 2008
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Actuary of the Future
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Further Observations On The Interest-Adjusted Method
Further Observations On The Interest-Adjusted Method Article from The Actuary, March 1972 – volume 6 - Issue 3 provides the author's observation of the Interest Adjusted Method for ...- Authors: Alvin B Nelsen
- Date: Mar 1972
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Philosophistry?
Philosophistry? This is the second report, entitled Philosophies in the Computation and Dissemination of Dividend Illustrations, of the Society’s Committee on Cost Comparison Methods and Related ...- Authors: Robert G Boeckner
- Date: May 1975
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: The Actuary Magazine
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Digest - Individual Life Insurance
Digest - Individual Life Insurance Topics cover: 1. Leased life insurance, wherein a policyholder assigns his insurance to a service company and then leases his coverage for a specified term ...- Authors: Kenneth P Hinsdale, Richard M Stenson, H C Unruh, James Ross Gray, Hudson J Stowe, Charlie T Whitley, Harwood Rosser, T Arnol Crowther, Elgin Robertson Batho
- Date: May 1965
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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DIGEST OF INFORMAL DISCUSSIONS
DIGEST OF INFORMAL DISCUSSIONS This is a digest of of informal discussions recorded in the Transactions of Society of Actuaries 1958, Vol. 10, No. 27. Topics addressed: 1. Need for a new ...- Authors: Society of Actuaries
- Date: Jun 1958
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
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Life Insurance As Savings
Life Insurance As Savings Advocates promoting the savings aspects of cash value life insurance products. Cash value; 12136 5/1/1979 12:00:00 AM ...- Authors: Ernest J Moorhead
- Date: May 1979
- Competency: External Forces & Industry Knowledge>Internal forces and business performance
- Publication Name: The Actuary Magazine
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Non-Traditional Marketing Section
Non-Traditional Marketing Section Discusses the purpose, membership, and many activities of the Non-Traditional Marketing Section, which was formed in 1984. Marketing and distribution; 12702 10/1 ...- Authors: H Shumrak
- Date: Oct 1986
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance