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  • Distribution Dynamics: Strategies for Maximizing Share of Mind and Share of Wallet
    Distribution Dynamics: Strategies for Maximizing Share of Mind and Share of Wallet This article discusses how to use distribution systems to get a bigger share of wallet with each customer.

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    • Authors: Janet Gossage
    • Date: Jul 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities
  • Is This Correction Good For Life Insurance
    Is This Correction Good For Life Insurance This article discusses the potential impact that low interest rates can have on the Life Insurance industry, even if they occur for a short period of ...

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    • Authors: Rostislav Zilber
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Investment strategy - Annuities; Life Insurance>Investment strategy - Life Insurance
  • Full Issue
    Full Issue February 2016 issue of Product Matters! Product development;Product administration = policy administration;Annuities;Life insurance 6442466705 2/1/2016 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Bank Alliance Niche for Insurers
    Bank Alliance Niche for Insurers This article is a summary of a session at the SOA 1997 Annual Meeting that focused on opportunities for selling insurance and annuities through banks. Banking ...

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    • Authors: Paul J Sulek
    • Date: May 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Fixed Annuities—Product Design and Investment Considerations
    Fixed Annuities—Product Design and Investment Considerations Fixed Annuities—Product Design and Investment Considerations Investment strategy;Policyholder behavior;Product development; 11164 5/1/ ...

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    • Authors: Graham D Ireland
    • Date: May 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Small Talk
    • Topics: Annuities>Fixed annuities
  • Regulatory Update on Life and Some Health Insurance Issues as of Dec. 21, 2012
    Regulatory Update on Life and Some Health Insurance Issues as of Dec. 21, 2012 An update on the principle-based reserves (PBR) process and possible valuation manual adoption, with recommendations ...

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    • Authors: Norman E Hill
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Fixed annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Product Matters, March 2017
    Product Matters, March 2017 Read the March 2017 issue of Product Matters published by the Product Development Section. Newsletters provide practical information for the working actuary, ...

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    • Date: Mar 2017
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Optimal Decumulation Strategy during Retirement with the Purchase of Deferred Annuities
    Optimal Decumulation Strategy during Retirement with the Purchase of Deferred Annuities This presentation presents a decumulation strategy during retirement with the purchase of deferred ...

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    • Authors: Anran Chen
    • Date: Mar 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Pensions & Retirement
  • PBA Corner
    PBA Corner The article discusses the developments thus far with the adoption of the NAIC Valuation Manual and what steps still lie ahead. It also discusses the NAIC Life Actuarial Task Force’s ...

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    • Authors: Karen Rudolph
    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Reserves - Annuities; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Statutory Reserving for Fixed Indexed Annuities with Guaranteed Lifetime Withdrawal Benefits
    Statutory Reserving for Fixed Indexed Annuities with Guaranteed Lifetime Withdrawal Benefits Feature article discussing fixed indexed annuity (FIA) products with guaranteed lifetime withdrawal ...

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    • Authors: Kush Kotecha, Benjamin J. Yahr, James Collingwood
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Guaranteed living benefits