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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 ...

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    • 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
  • 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 ...

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    • 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
  • 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= ...

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    • 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
  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • 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 ...

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    • 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