Announcement: SOA releases March 2024 Exam P passing candidate numbers.

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  • Bancassurance: A Global Perspective on Customer, Products, and Distribution Methods
    Bancassurance: A Global Perspective on Customer, Products, and Distribution Methods Panel of session 56PD of the New York Annual Meeting examines a range of issues surrounding bancassurance from ...

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    • Authors: John Nigh, James B Smith, Jacqulynn Abdella, Jeffrey Klanderman
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Global Perspectives; Life Insurance>Marketing and distribution - Life Insurance
  • The Customer is King
    The Customer is King From a session at the annual meeting of the Society of Actuaries held in Chicago, Illinois, October 15-18, 2000 Discussion of market driven product development principles ...

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    • Authors: Garth A Bernard, Michael Kaster, Lynn D Davis, Novian Junus
    • Date: Oct 2000
    • Competency: Relationship Management>Team leadership; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities
  • The Almighty Elevator Pitch - Part 1: A Competitive Advantage
    The Almighty Elevator Pitch - Part 1: A Competitive Advantage This article defines "elevator pitch" and why one is needed. A great elevator pitch is an indispensable competitive ...

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    • Date: Nov 2012
    • Competency: Communication>Oral communication; Communication>Persuasive communication; Leadership>Influence; Relationship Management>Relationships and trust
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills; Annuities>Marketing and distribution - Annuities
  • Successful Distribution Systems of the Future
    Successful Distribution Systems of the Future A discussion of what life insurance distribution systems might look like in 1990- from the perspective of 1980- under a high inflation scenario.

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    • Authors: B W Baucom, Paul A Campbell, David R Carpenter, Peter F Chapman, J Ross Hanson, Jack P Barger, T. Ramon Perdue
    • Date: Apr 1980
    • Competency: Leadership>Change management; 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
  • Assessment of Today's Marketing Distribution Systems
    Assessment of Today's Marketing Distribution Systems This 1980 session was about the various distribution systems, trends in market share, relative costs, differences, major advantages ...

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    • Authors: Daniel J Gross, Robert P Hill, Donald R Sondergeld, Paul T Bourdeau, Donald W. James
    • Date: Apr 1980
    • 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
  • Diversification Of Life Insurance Companies
    Diversification Of Life Insurance Companies Discussion from the April 1982 Society of Actuaries meeting in Orlando on the diversification of life insurance companies including recent experience ...

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    • Authors: David E Neve, Richard S Robertson, Rodney R Rohda, Robert Shapiro, Michael Sproule, John C Head, Application Administrator
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional development; Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Long-Term Customer Value Not Just Policyholders
    Long-Term Customer Value Not Just Policyholders This article discusses ideas for a long-term Customer Value Program. Marketing and distribution; 10046 4/1/1999 12:00:00 AM ...

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    • Authors: Jay Jaffe
    • Date: Apr 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Why Strategic Alliances?
    Why Strategic Alliances? This article discusses the benefits of strategic alliances between companies in the insurance and financial services industry to improve product offerings and ...

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    • Authors: RICHARD KATZ
    • Date: Sep 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Interactive Voice Messaging: The Missing Piece of the Marketing Mix
    Interactive Voice Messaging: The Missing Piece of the Marketing Mix This article describes the benefits of Interactive Voice Messaging IVM as part of a marketing program and how it can create a ...

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    • Authors: Carol Ferrari
    • 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
  • Chairperson’s Corner
    Chairperson’s Corner Chairperson’s column discussing the Marketing and Distribution Section initiatives. E-commerce;Life Insurance Marketing and Research Association=LIMRA;Marketing and ...

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    • Authors: Andy Ferris
    • Date: Sep 2010
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Professional associations; Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance