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Trends and Issues in Financial Institution Convergence
Trends and Issues in Financial Institution Convergence This presentation, session number 86PD, took place at the 1999 Spring Meeting of the Society of Actuaries, held May 24-25 in Atlanta. “Banks ...- Authors: Steven Lash, Joe Picarello, Mark Olson, David Holton
- Date: May 1999
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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Patenting Insurance Products: Making First-to-Market Really Mean Something
Patenting Insurance Products: Making First-to-Market Really Mean Something Panelists discuss: [1] the basics of intellectual property, particularly patent law, and the distinctions among ...- Authors: Application Administrator, Steve Cooperstein, Dean Potter, Nicholas P Triano
- Date: Oct 2002
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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Asset Coinsurance
Asset Coinsurance Discussion of asset coinsurance, including how the arrangements work, risks involved, goals of transactions, relationship issues between the ceding and assuming companies, and ...- Authors: Kin K Gee, David Ingram, Ronald J Knape, Gerald Kopel, Melvin C McFall, Douglas Menkes, Courtland C Smith
- Date: Oct 1992
- Competency: Relationship Management>Relationships and trust; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Reinsurance>Coinsurance
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Life Insurance Product Development: A Marketing Perspective
Life Insurance Product Development: A Marketing Perspective Discussion from a marketing perspective of life insurance product development arising from such topics as: the effect of Economic ...- Authors: John H Flittie, John A Johnson, John H Stigaard, L James L Rivers
- Date: Oct 1981
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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Implementing the Illustration Regulation: The Clock is Ticking
Implementing the Illustration Regulation: The Clock is Ticking Presented at October 1996 Annual Meeting. Discusses the new regulatory requirements, including the invention of an illustration ...- Authors: Application Administrator, David Karo, Daniel Theodore, Robert E Wilcox
- Date: Oct 1996
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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The Role of Banks in Insurance Markets
The Role of Banks in Insurance Markets In session 71 PD of the Montreal Spring Meeting panelists discuss how banks have entered the insurance markets in Canada, the U.S., U.K. and continental ...- Authors: Nicholas Dumbreck, Gaetan Nicolas, Application Administrator, Denis Kaplan
- Date: Jun 1997
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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Annuities: Is Anyone Making Money?
Annuities: Is Anyone Making Money? This session discussion is about annuities, surrender charges, expense management, asset management and market value adjustments. From Record of the Society of ...- Authors: Patricia Guinn, John Hele, Donna Claire, Harry Ploss, Christine E Zuppas
- Date: Oct 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities
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Perspectives on Various Distribution Channels
Perspectives on Various Distribution Channels Panel discusses several approaches to life and annuity product distribution in the U.S., and looks at the life insurance industry in four other ...- Authors: Douglas French, George Tang, Edward A Turner, Neil N Bernstein
- Date: Oct 1997
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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Current Trends in Distribution Channels: Where Are Banks Headed?
Current Trends in Distribution Channels: Where Are Banks Headed? Presented at May 2005 Spring Meeting. Panelists discuss the current status since the passage of the Gramm-Leach-Bliley bill, ...- Authors: Christopher Hause, James W Mann, Shaun Norris
- Date: May 2005
- Competency: Strategic Insight and Integration>Strategy development
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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The Marketing Front
The Marketing Front 1993 SOA Spring Meeting, Boston. This session is about the marketing front, including demographic trends, impact on products, market research, market segments and ...- Authors: Thomas Marra, H Shumrak, Richard D Jameison
- Date: May 1993
- Competency: Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance