Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • 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
  • The Future of Permanent Life Insurance
    The Future of Permanent Life Insurance RECORD OF SOCIETY OF ACTUARIES 1981 VOL. 7 NO. 3 This discussion ... renewable term=Yearly renewable term=YRT;Life and annuity expenses; 15273 5/1/1981 12:00:00 AM ...

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    • Authors: Kenneth T Clark, David R Johnston, Stanley B Tulin, Myron Henry Margolin
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Whole life; Public Policy
  • Equity Products
    the Supreme Court (which held that a vari- able annuity was a security and was subject to SEC regulation) ... fund or variable annuity is that of capital accumulation, money management, or annuity benefits. The best ...

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    • Authors: Thomas P Bowles, Lawrence J Latto, Charles M Sternhell, Edward M Lupean
    • Date: Apr 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • The Product Development Process - Getting Your Product to Market Quickly
    The Product Development Process - Getting Your Product to Market Quickly This presentation is ... San Antonio, TX. Noting that life insurance and annuity products in general have grown much more complex ...

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    • Authors: Timothy Pfeifer, Karen Edgerton, Tom Kalmbach, Chris Noyes
    • Date: Jun 2004
    • 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; Reinsurance>Product development - Reinsurance
  • Banks: Successful Entry into the Insurance Industry on a Worldwide Basis
    and U.S. operations. He is responsible for the overseas strategic initiatives. As far as the U.S. is ... national banks, a situation that you do not have in the U.S., and there are four regional banks. The TSB which ...

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    • Authors: Kenneth A Boag, Geoffrey Westall, Peter R Wilde
    • Date: Oct 1990
    • 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 Life Insurance Business - The View of Consumerists
    SESSIONS On state vs. federal regulation in the U.S., I have no position. I am an insurance professor ... months before they were surveyed. Here is a brief s,,m,_ry of those findings: I) Two-thirds of the respondents ...

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    • Authors: Daniel Case, Harold G Ingraham, J Bruce MacDonald, Joseph M Belth
    • Date: May 1981
    • Competency: Communication; External Forces & Industry Knowledge>External forces and business performance; Professional Values>Public interest representation; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Design and Pricing of Products for Internet Distribution
    Design and Pricing of Products for Internet Distribution This session at ... tests;Lapse rates=Lapses;Marketing and distribution;Mortality assumption;Online insurance sales=Automated underwriting;Risk ...

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    • Authors: W Howell Pugh, Gary Thomas
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Bank Alliance Niche for Insurers
    the total assets of depository institutions in the U.S. The number of national banks relative to all depository ... presentation will focus on three aspects: profiling the U.S. bank insurance market, highlighting current life ...

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    • Authors: Paul J Sulek, Julie L Williams, John K Hillman, Steven M Landberg
    • Date: Oct 1997
    • 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; Public Policy
  • Dynamic Product Development
    _________________________________ *Copyright © 2000, Society of Actuaries RECORD, Volume 25, No. 1* ... What would be a mortality guarantee? How many people have established a mortality guarantee based on ...

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    • Authors: Philip J Cernanec, Mark Milton, Application Administrator, Larry Stern, James A Wiseman
    • Date: May 1999
    • Competency: Leadership>Change management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Pricing - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Diversification Of Life Insurance Companies
    might these developments further evolve in the 1980's and beyond? MR. ROBERT D. SHAPIRO: The subject of ... diversification involving life insurance companies in the 1980's will take many varied forms. Examples include : i ...

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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