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Regulation Of Financial Services In The United States And Canada
alternatives. For example, there is plenty of direct mail activity going on in the life and accident ... seem to be adversely impacting the programs. The primary roadblocks appear to be implementation and execution ...- Authors: Steve Bader, Donald A Kurz, Daniel J Kunesh, John C Sweeney
- Date: Jun 1986
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Current Trends in Distribution Channels: New Underwriting for a New Millennium
we were able to determine some things. We did a direct-mail campaign, and the results are seen in McArdle ... through the major distribution channels—targeted direct marketing, the bank platform, the nonlife agency ...- Authors: Juliet Sandrowicz, Vera F Dolan, Ernest A Testa, James McArdle
- Date: May 2005
- Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Underwriting - Life Insurance
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Producer Owned Insurance Companies
producers : o Agents o Banks o Savings & Loans o Direct Marketing Sponsors Topics include : o Participation ... seen the emergence of new distribution systems. Direct re- sponse has become an extremely effective way ...- Authors: Joseph Fafian, Joseph F Kolodney, Rodney Runestad, Dennis Van Mieghen, Melville J Young
- Date: Jun 1985
- Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Marketing and distribution - Life Insurance; Reinsurance>Coinsurance; Reinsurance>Life reinsurance
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What's Next for Annuities?
for medical care, we are going to see a blur of approaches to living arrangements and care arrangements ... Current concepts of long-term care, custodial, nursing, home care, and retirement community living ...- Authors: Thomas J Mitchell, Timothy Pfeifer, Timothy J Ruark, Inger Harrington, Michael Winterfield
- Date: Oct 1996
- Competency: 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
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Life and Casualty Company Organization for the 1980's
The second major engine of change is technology, primary information management and communication systems ... movers that I have just mentioned obviously have a direct relationship to insurance marketing and distribution ...- Authors: Jack V Masterman, C Norman Peacor, C David Silletto, Frank W. Barsalou
- Date: May 1981
- Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Expenses - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Capital - Life Insurance; Life Insurance>Whole life; Public Policy; Technology & Applications
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Marketing Of Pension Products By A Life Insurance Company
recordkeeping and other actuarial services, my primary focus will be on the pension asset management business ... Employees are typically conservative. Most of them direct new contributions to guaranteed return investments ...- Authors: Richard J Barney, Daryle G Johnson, J. C. Smith, Keith Weaver
- Date: Jun 1985
- Competency: Strategic Insight and Integration>Strategy development
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Demutualization
York legislation) is that shareholders can take care of themselves. As long as they have sufficient information ... involved in a variety of business activities, our primary source of revenue is providing a research advisory ...- Authors: John H Flittie, Neil Haynes, Jay Jaffe, Frederick S Townsend, Julius Vogel, Harry D. Garber
- Date: Jun 1985
- Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Public Policy
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Managing the Organizational Changes into the 21st Century
adopted three strategic imperatives which really direct our decision making with respect to every business ... sell a major line of business, our managed health care group. We didn't believe we were large enough to ...- Authors: James A Brierley, Lorne Cooper, Cindy L Forbes, John West Hadley, Donald E Keller, David E Neve, Ian M Rolland, Walter Rugland, John G Turner, Carl B Wright, William H Gleed, Peter R Wilde
- Date: Oct 1992
- Competency: Communication>Difficult message delivery; Leadership>Change management; Relationship Management>Relationships and trust; Strategic Insight and Integration>Strategy development
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Professional development
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Combination Disability Products: The Urge to Merge
disability income, critical illness and long-term care markets. Prior to DIS, I did a couple of years ... a combination disability insurance and long-term care product. It's a product we developed believing ...- Authors: Arthur J Verney
- Date: Jun 2002
- Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Health & Disability>Disability insurance; Long-term Care>Long-term care insurance
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Combining LTC Benefits With Other Products
Combining Long-Term-Care (LTC) Benefits With Other Products Track: Long-Term Care/Product Development/Health ... trends have spurred interest in providing long-term-care (LTC) benefits. This session explores how LTC benefits ...- Authors: Edward P Mohoric, Melvin Rambo, William DeCapua, Mark J Warshawsky
- Date: Oct 2001
- Competency: Leadership>Thought leadership; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Pricing - Annuities; Health & Disability>Disability insurance; Life Insurance>Pricing - Life Insurance; Long-term Care>Long-term care insurance; Pensions & Retirement>Plan design