Announcement: SOA congratulates the new ASAs and CERAs for April 2024.

Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • Interest in Preneed Accelerating
    Interest in Preneed Accelerating This article discusses the growing interest in the Preneed market. Marketing and distribution; 9817 4/1/2000 12:00:00 AM ...

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    • Authors: G Kevin Gough
    • Date: Apr 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Individual Life Insurance And Annuities In The 1980's
    Individual Life Insurance And Annuities In The 1980's The title is the theme of the SOA spring meeting on April 14 - 15, 1980. The meeting will focus the effects of changing outside forces ...

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    • Authors: James Lee Lewis
    • Date: Mar 1979
    • Competency: Professional Values>Practice expertise
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Professional development; Annuities>Marketing and distribution - Annuities; Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Global Variable Annuity Relected in New Zealand Product Design
    Global Variable Annuity Relected in New Zealand Product Design New Zealand is about to launch its first variable annuity with guaranteed lifetime withdrawal benefits. The product design is ...

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    • Authors: Murray Alan Hilder, Ralph Stewart
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: International News
    • Topics: Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Finance & Investments>Asset allocation; Finance & Investments>Asset liability management; Finance & Investments>Derivatives; Finance & Investments>Investment policy; Finance & Investments>Investments
  • There’s More Than One Way to Sell on the Internet
    There’s More Than One Way to Sell on the Internet This article discusses various ways that insurance companies are using the internet to market their products. E-commerce;Marketing and ...

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    • Authors: W Howell Pugh
    • Date: Apr 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>E-commerce
  • A Search Engine Primer
    A Search Engine Primer This article explains Search Engine Marketing SEM and how it can be a key part of an effective direct marketing strategy. E-commerce;Marketing and distribution; 10113 1/1/ ...

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    • Authors: Noel Atkinson
    • Date: Jan 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Built to Last
    Built to Last This article gives a comprehensive overview of how a bank can establish a broader financial services program. Areas reviewed included the types of insurance products, the people, ...

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    • Authors: Stephanie M Shirley
    • Date: May 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities
  • Blazing Trails—Using Patents to Recover the Cost of Innovation
    Blazing Trails—Using Patents to Recover the Cost of Innovation A discussion of how patents can be used to recover the cost of innovation in product development and operations Product development; ...

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    • Authors: Application Administrator
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>General business skills; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Annuity/LTCI Combinations: More to Come
    Annuity/LTCI Combinations: More to Come Discussion of combination long-term care insurance and annuity products. Marketing and distribution;Product development; 10559 10/1/2009 12:00:00 AM ...

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    • Authors: Carl Friedrich, Susan Saip
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities; Long-term Care>Long-term care insurance
  • The Equation for Success—Professionalism and Profitability: Part I Worldwide Trends in the Insurance Industry
    The Equation for Success—Professionalism and Profitability: Part I Worldwide Trends in the Insurance Industry This document contains material excerpted from a speech given on June 17, 1997 by Tom ...

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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
  • A Brighter Future for Telephone Sales Calls
    A Brighter Future for Telephone Sales Calls This article is about how telemarketers can incorporate technology to assure compliance with Do Not Call lists. Marketing and distribution; 10124 5/1/ ...

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    • Authors: James C Hamilton
    • Date: May 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance