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  • Indexed Universal Life Snapshot
    Indexed Universal Life Snapshot Gives an overview of the main product features of Indexed Universal Life, and describes marketing factors contributing to high growth in sales. Universal ...

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    • Authors: Seth Detert
    • Date: Aug 2017
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
    • Publication Name: Risks & Rewards
    • Topics: Actuarial Profession>Professional associations; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance
  • Current Trends in Distribution Channels: Where Are Banks Headed?
    Current Trends in Distribution Channels: Where Are Banks Headed? Presented at May 2005 Spring Meeting. Panelists discuss the current status since the passage of the Gramm-Leach-Bliley bill, ...

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    • Authors: Christopher Hause, James W Mann, Shaun Norris
    • Date: May 2005
    • Competency: 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; Public Policy
  • Retail Distribution Perspectives
    Retail Distribution Perspectives This article provides a framework for understanding retail financial services distribution in the United States, including terminology that is relevant and ...
    • Authors: Eric Sondergeld
    • Date: May 2014
    • Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Who Will Sell Life Insurance in Five Years
    Who Will Sell Life Insurance in Five Years Discusses possibilities for meeting consumer needs for life insurance in the future, given the shrinkage in agents selling life insurance coupled with ...

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    • Authors: Richard Berry
    • Date: Sep 2006
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Automating the Underwriting Process
    Automating the Underwriting Process NewsDirect article that discusses the benefits of automating the underwriting process. Underwriting speed, the east of case submission and sales support stand ...

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    • Authors: Susie Cour-Palais
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Underwriting - Life Insurance; Technology & Applications>E-commerce; Health & Disability>Electronic medical record
  • Marketing Arrangements With Financial Institutions
    Marketing Arrangements With Financial Institutions Presented at May 1986 Spring Meeting. This session discussion is about marketing arrangements and mergers with non-insurance the financial ...

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    • Authors: Jay Jaffe, H Lund, Linda D Reed, Lawrence A Seller, Christopher Tomecek
    • Date: May 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance; 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
  • Life Settlements—A Window Of Opportunity For The Life Insurance Industry?
    Life Settlements—A Window Of Opportunity For The Life Insurance Industry? Feature article discussing the Life Settlements business: recent growth, pricing, and future of the business.

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    • Authors: H Shumrak
    • Date: Feb 2010
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Reinsurance News
    • Topics: Experience Studies & Data>Mortality; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
  • Life Insurance Distribution and the Middle Market
    Life Insurance Distribution and the Middle Market Over the last two years the Marketing and Distribution (MaD) council has made it a priority to address the ongoing issue of the underinsured ...
    • Authors: Adam Vanevenhoven
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Demography>Population data; Economics>Behavioral economics; Life Insurance>Marketing and distribution - Life Insurance