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Lifetime Value/Lifetime Marketing
Lifetime Value/Lifetime Marketing 1993 SOA Annual Meeting, New York. This session was about defining lifetime marketing, a calculation of the lifetime customer value, and database marketing.- Authors: H Shumrak, Bradley M Smith, Erich Sippel
- Date: Oct 1993
- Competency: Results-Oriented Solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Non-Traditional Marketing Through Broadcast Media
Non-Traditional Marketing Through Broadcast Media Presented at October 1986 Annual Meeting. This session discussion is about life & health products, media selection, acquisition expenses ...- Authors: John Ladley, Gary A Kauffman, Eugene R Raitt
- Date: Oct 1986
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance
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Bank Alliance Niche for Insurers
Bank Alliance Niche for Insurers Panelists, which include the chief counsel of the Office of the Comptroller of Currency [OCC], discuss the regulatory issues and market opportunities relating to ...- 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
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Trends and Events in Lead Generation
Trends and Events in Lead Generation Panelists discuss various aspects of lead generation, including database development and management, market segmentation, and marketing techniques. From the ...- Authors: Joseph Brennan, Jay Jaffe, John J Harrison
- Date: Oct 1997
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Trends and Issues in Financial Institution Convergence
Trends and Issues in Financial Institution Convergence This presentation, session number 86PD, took place at the 1999 Spring Meeting of the Society of Actuaries, held May 24-25 in Atlanta. “Banks ...- 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
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Successful Bancassurance Programs - A Look Behind the Scenes
Successful Bancassurance Programs - A Look Behind the Scenes 1999 SOA Annual Meeting, San Francisco. Presenters, each offering a different perspective, discuss a case study involving a ...- Authors: James B Smith, Kerry Kixmiller, Kevin Crowe, Jack LaSalle, Bruce W Ferris
- Date: Oct 1999
- Competency: Results-Oriented Solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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Patenting Insurance Products: Making First-to-Market Really Mean Something
Patenting Insurance Products: Making First-to-Market Really Mean Something Panelists discuss: [1] the basics of intellectual property, particularly patent law, and the distinctions among ...- Authors: Application Administrator, Steve Cooperstein, Dean Potter, Nicholas P Triano
- Date: Oct 2002
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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Designing Your Nontraditional Product from Start to Finish: Working with Your Sales and Marketing Teams
Designing Your Nontraditional Product from Start to Finish: Working with Your Sales and Marketing Teams From a session at the Spring meeting of the Society of Actuaries held in San Antonio, ...- Authors: Christopher Hause, Jay Jaffe, George D Light, Kevin J Howard, Craig E Hanford, Van Beach, Robert Stone, Dave Dorans
- Date: Jun 2004
- Competency: Relationship Management>Relationships and trust; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Persistency and the Retention of Agents
Persistency and the Retention of Agents This 1978 session focused on persistency and agent retention. Questions addressed: 1. What are the current industry practices and experience with ...- Authors: Application Administrator, Neil M Anderson, Joseph R Brzezinski, Jesse M Schwartz, Frank Zaret
- Date: Oct 1978
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Individual Life Insurance Cost Disclosure Issues
Individual Life Insurance Cost Disclosure Issues This 1981 session concerned Individual Life Insurance Cost Disclosure Issues including i. Current Status of Cost Disclosure Requirements ...- Authors: John K Booth, Norman K Martin, William T Tozer, Charles L. Trowbridge
- Date: May 1981
- Competency: Communication; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Marketing and distribution - Life Insurance; Public Policy