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  • The Marketing Front
    spreads and investments years ago and also in mortality gains. V_rrththe advent of the universal life ... the risk profile and our ability to maintain mortality spreads. So, in terms of making money on holding ...

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    • 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
  • Manufacturing Arrangements
    while we provide a full line of health, life, annuity and disability products, our major sales come from ... company that offered a complete portfolio of life, annuity and DI products with some emphasis on securities ...

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    • Authors: Paul Janus, Susan C Morisato, Raymond A Sadler
    • Date: Apr 1988
    • 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
  • International Product Development Market
    to the AFJP, he or she will be entitled to an annuity, the amount of which will depend on the funds actually ... providing surviving spouses with a life annuity and an annuity payment to children until they reach the ...

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    • Authors: Robert Lau, Juan Punchin, Ramon Galanes, David Rosier, Nigel Silby
    • Date: May 1996
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Global Perspectives; Life Insurance>Marketing and distribution - Life Insurance
  • Field Compensation Developments
    Field Compensation Developments Discusses some of the industry dynamics driving change in the ... PPGA-like systems at Penn Mutual, and New York's recent letter on agent-owned reinsurance companies ...

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    • Authors: David L Baxter, Jeffrey Stevenson, Douglas Van Dam
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge>Internal 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
  • Nontraditional Marketing: The Next Fifty Years
    _________________________________ *Copyright © 2000, Society of Actuaries †Mr. Adiletti, not a member ... next five years or so a significant amount of annuity sales will either be transacted on the Internet ...

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    • Authors: Jay Jaffe, Dan Snyder, II Walter H. Roder, John C Adiletti
    • Date: Oct 1999
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Health & Disability; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
  • Marketing Arrangements With Financial Institutions
    out and aggressively market and sell your product[s] to them. Overview of Mutual Fund Industry Obviously ... indicated a large market segment of some 20% of U.S. households which wanted to buy mutual funds, but ...

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    • Authors: Jay Jaffe, H Lund, Linda D Reed, Lawrence A Seller, Christopher Tomecek
    • Date: May 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; 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
  • Implementing the Illustration Regulation: The Clock is Ticking
    that we did have. The net investment income of all U.S. companies before taxes for a period starting back ... but marginal or the generally recognized expense table (GRET) can be used subject to some limitations.

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    • 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
  • Agency Strategies For Marketing Success
    MOAn with responsibilities for individual life, annuity and disability income product development. Our ... another. At that time, you recall, we could use mortality tables that ware about twenty years old. You then ...

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    • Authors: John T Birkenshaw, Stephen Conwill, Carl T Furniss, Jesse M Schwartz
    • Date: Oct 1983
    • 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
  • Life Insurance Product Development: A Marketing Perspective
    $_ooa.oao I B ESTATEOF WIFE I f@ 8% FOR I0 Y_.S,k318.QOO TAXCe .742,000 1526 OPEN FORUM Let's ... associated with the individual life insurance and annuity operations of a company. While there will likely ...

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    • 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
  • Designing a Field Compensation Structure
    hardly competitive. We also do quite an amount of annuity business. Our distribution system is such that ... have, in an annuity, a levelized commission. We were the first to introduce the CD annuity back in the ...

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    • Authors: Abraham Hazelcorn, Carolyn Janda Stontz, George P McKeon, James R McDonough
    • Date: Jun 1990
    • 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