Description: This research report sponsored by the SOA's Marketing and Distribution Section gives valuable insights from leaders in the middle income life insurance market.

Description: Align carrier, agent, and consumer definition(s) of DTC to establish a collective understanding for the affected parties. Understand why a direct-to-consumer approach may be important for carriers’ and distributors’ growth and development goals, tactics and strategies. Use the agreed-upon baseline and understanding of DTC’s importance to establish and agree upon reasonable expectations for its role in marketing, distribution, and product development and performance. Position carriers and distributors together to align sales, marketing and performance expectations and incentives for all parties to increase the possibility of outperforming in (and outside of) the DTC space; design sales, marketing and distribution systems and approaches to meet consumers where they are at; and expand current sales and cultivate new markets to remain relevant and magnify profiles in an ever-changing industry.

Description: Editor's preview of the September 2008 issue of the LTC Section news, including articles on claim reserves, claimant perspectives, independent providers, caregiver perspectives, and recent research. projects.

Description: When responding to RFPs, it's not just about the technical specs or hard facts. You have to have finesse to persuade and convince, and really capture the attention of the evaluators. This article will help you do just that.

Description: Editor’s note: This is the first article in a series of three covering the Society of Actuaries (SOA) Competency Framework. The subsequent articles will appear in future issues of the Actuary of the Future newsletter. The Society of Actuaries (SOA) Competency Framework is a powerful tool to enable you to design your future. Though it has been the SOA’s instrument for prioritizing continuing education and support to members since 2010, many actuaries are still not fully aware what a potent tool it can be to them in planning their personal careers.

Description: Join this session to awaken your “Inner Actuary” and identify new, state-of-the-art resources and perspectives to discover purpose, direction, and value in embracing and growing the competencies for career and life.

Description: LDTI’s introduction has forced many insurers to examine their existing operations and technologies. They must determine how to optimize compliance efforts while balancing data, analytics and system modernization considerations to achieve maximum value. This article will examine the four key facets—the data, technology, processes, and people—essential to any successful LDTI exercise. It will also touch on the various approaches for tackling LDTI and how a modernization mindset can help insurers realize much greater transformation for the business.

Description: Meet the authors of and learn about the contributors to the newly published e-book "Design Your Future with the Competency Framework." Presenters will share their personal reflections, stories and words of wisdom to bring to life the eight professional and personal competencies in the SOA Competency Framework.

Description: This year’s Life Meeting was unable to take place in person as planned in New York City. We are looking forward to the Life Meeting returning to New York City in 2024!