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  • Distribution Dynamics: Strategies for Maximizing Share of Mind and Share of Wallet
    Distribution Dynamics: Strategies for Maximizing Share of Mind and Share of Wallet This article discusses how to use distribution systems to get a bigger share of wallet with each customer.

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    • Authors: Janet Gossage
    • Date: Jul 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities
  • Applying GAAP toGMDBs
    Applying GAAP toGMDBs Applying GAAP to GMDBs in Variable Annuities. by Karen Sasveld and David Heavilin from The Financial Reporter, September 2001, Issue No. 47. Annuity reserves;Guaranteed ...

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    • Authors: David C Heavilin
    • Date: Sep 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Bank Alliance Niche for Insurers
    Bank Alliance Niche for Insurers This article is a summary of a session at the SOA 1997 Annual Meeting that focused on opportunities for selling insurance and annuities through banks. Banking ...

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    • Authors: Paul J Sulek
    • Date: May 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Legal Notes
    Legal Notes This section presents and summarizes major insurance-related legal cases of 1958. From Transactions of Society of Actuaries 1958, Vol. 10, No. 28. Marketing and ...

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    • Authors: B. M. Anderson
    • Date: Oct 1958
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities; Health & Disability>Health insurance; Life Insurance
  • Digest of Forum on Old Age Benefits
    Digest of Forum on Old Age Benefits The objective of this forum was to bring together basic factual material and to discover a good cross section of actuarial thinking in this field. From ...

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    • Authors: Howard H Hennington, George E Immerwahr, Robert J Myers, Albert Pike, Jack Dyer, WILLIAM MARTIN ANDERSON, Frank L Griffin, Charles A Siegfried, Harry E Blagden, Reinhard A Hohaus, Allen L. Mayerson, Stanley W. Gingery, Dorrance C. Bronson, Clark T Foster, Frederick P Sloat, Manuel Gelles, M. Albert Linton, Robert A. Wishart
    • Date: Mar 1950
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities; Pensions & Retirement
  • GAAP for Nontraditional Long-Duration Contracts
    GAAP for Nontraditional Long-Duration Contracts 2003 Valuation Actuary Symposium, San Diego, CA. This session covered the practical aspects of implementing the Statement of Position on ...

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    • Authors: Edward Jarrett, Bradley M Smith, Laura J Hay
    • Date: Sep 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Public Policy
  • Paid Claims Projection and Cash Flow Testing Models. Illustrative Approach
    Paid Claims Projection and Cash Flow Testing Models. Illustrative Approach This paper provides illustrative examples of using a Paid Claims Projection model to estimate claim reserves for ...

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    • Authors: Natalia Humphreys
    • Date: Dec 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Reserves - Annuities
  • Fixed Index Annuity Return and Risk Analysis with an Enhanced Model
    Fixed Index Annuity Return and Risk Analysis with an Enhanced Model This abstract describes a paper that examines the risk and return of fixed index annuity (FIA) with an enhanced model ...

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    • Authors: Zhixin Wu, Huong Dao, Linh Nguyen
    • Date: Feb 2014
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Fixed annuities
  • Optimal Decumulation Strategy during Retirement with the Purchase of Deferred Annuities
    Optimal Decumulation Strategy during Retirement with the Purchase of Deferred Annuities This presentation presents a decumulation strategy during retirement with the purchase of deferred ...

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    • Authors: Anran Chen
    • Date: Mar 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Pensions & Retirement
  • Research In Agency Operations
    Research In Agency Operations This discussion at the SOA 1968 Philadelphia Regional Meeting looks at research on agency operations and actuarial involvement. Commissions;Lapse rates=Lapses; ...

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    • Authors: Floyd T Beasley, John M Bragg, J Stanley Hill, Harold G Ingraham, Robert H Jordan, Meno T Lake, Ernest J Moorhead, Charles F Pestal, William J Rushton, William M Snell, Thomas C Sutton, F Gilbert Swanson, William White, Charles Connolly, Archibald H McAulay, Neil W Macintyre, Alfred G. Whitney
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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