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  • Marketing Insurance Products Through Banks And Savings And Loans
    LOANS Moderator: JOHN E. TILLER, JR. Panelists: JOHN S. MARR* JOHN C. SWEENEY** Recorder: CHARLES E. MOES ... includes a number of insurance companies in the U.S. and Puerto Rico. Mr. Sweeney has prior consulting ...

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    • Authors: John S Marr, Charles E Moes, John E Tiller, John C Sweeney
    • Date: Oct 1985
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Session 167: Innovation in Insurance
    follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... management. VP Foresters (93-2000) Founded Insight Decision Solutions in 2000, CEO until 2013 Founded ...

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    • Authors: Farron Blanc, Blake Hill, Kevin J Pledge, André Piché
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; FinTech & InsurTech>Disruption
  • Agent Compensation and Expense Issues
    is going to pay the agents and managers. In Table 1, the distribution system recruits a new agent ... Agent Compensation and Expense Issues 12 Table 1 4. Value of an additional agent $25,000 Producer ...

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    • Authors: Gaetan Nicolas, John F Bevacqua, Steeve Jean, Michael Herman
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Expenses - Annuities; Annuities>Marketing and distribution - Annuities; Life Insurance>Expenses - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Making the Most of Your Network – Relationship Marketing
    Making the Most of Your Network – Relationship Marketing CEO of National Liberty Corp. discusses ... discusses relationship marketing, his company's new approach to direct-response insurance marketing ...

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    • Authors: Norman L Phelps
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Trends and Issues in Financial Institution Convergence
    _________________________________ *Copyright © 2000, Society of Actuaries †Mr. Holton, not a member ... all channels. The group is responsible for all annuity, life, health, and credit products at Chase. Joe ...

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    • 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
  • Distribution of Individual Products - A Look into the Crystal Ball
    consulting. Cindy has designed fixed and variable annuity products and market programs for insurance carriers ... rather significantly compared with the lower-margin annuity slice to the total premium pie. Another resulting ...

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    • Authors: C R Duncan, Cindy A DiBiase, Patrick J Moore
    • Date: May 1996
    • Competency: 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
  • Banks Selling Insurance: Practices Around the World
    failures • Lessons to be learned • Implicationsfor the U.S. life insuranceindustry MR. KEITH GUBBAY: We were ... where he was a founding member of Great Northern Annuity (GNA). GNA was very successfulsellingannuitiesthrough ...

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    • Authors: Douglas French, Keith Gubbay, Rachel M Hancock, Gerald G Cunningham
    • Date: Jun 1993
    • 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
  • Are Current Product Illustrations Supportable?
    increases into the future. They're also projecting mortality charges. I'm aware of one com- pany that in its ... its corporate-owned life asks what mortality level you want to assume will be prevalent in the future ...

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    • Authors: Application Administrator, Robert C Greving, Patricia Guinn, Anthony Spano
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Agency Problems - Resulting from Special Policies
    Agency Problems - Resulting from Special Policies This discussion looked at: A. Problems relating to agents' ... term=Yearly renewable term=YRT;Whole life;Life and annuity expenses; 1173 6/1/1953 12:00:00 AM ...

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    • Authors: Society of Actuaries, Ralph E Edwards, Norman T Fuhlrodt, E Forrest Estes, Stuart F Conrod
    • Date: Jun 1953
    • Competency: Strategic Insight and Integration
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Expenses - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • The Financial Services Industry And Its Responses To Inflation And Deregulation
    in many forums. To summarize: I. Since the mid-70's we have seen the inflation rate remain at or near ... customers. Profits were assured by declining mortality rates and interest margins on substantial policyholders' ...

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    • Authors: Louis Garfin, J Ross Hanson, Wilfred A Kraegel, Robin B Leckie, Paul H LeFevre, John M Lenser, Paul Milgrom, Ma Rosario S Rodolfo, Robert Shapiro, Martin Staehlin, Ronald E Timpe
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Relationships and trust; 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; Public Policy