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Individual Retirement Account Competition
Individual Retirement Account Competition Panel discussion session examining individual retirement account competition including products offered by banks, stock brokerage firms,mutual fund ...- Authors: Gregory J Carney, Steve Cooperstein, Deborah C Foord, Howard H Kayton, Gordon H Leavitt, Martin Ruby, Alan C Snyder, Forrest Allen Spooner, S Jeffrey Baxter
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Pensions & Retirement
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Chairperson’s Corner: When Change Happens All At Once
Chairperson’s Corner: When Change Happens All At Once Chairman’s corner addressing the many recent external events which have impacted the level of trust in the insurance industry and how this ...- Authors: Robert Stone
- Date: Jun 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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Implications of the Perceptions of Post Retirement Risk for the Life Insurance Industry: Inside Track Marketing Opportunity, But Requiring Focused Retooling
Implications of the Perceptions of Post Retirement Risk for the Life Insurance Industry: Inside Track Marketing Opportunity, But Requiring Focused Retooling This is a research project discussing ...- Authors: Steve Cooperstein
- Date: Mar 2011
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Annuities; Annuities>Marketing and distribution - Annuities; Economics>Behavioral economics; Life Insurance>Marketing and distribution - Life Insurance; Long-term Care
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The Future of Individual Deferred Annuities
The Future of Individual Deferred Annuities This 1979 session focused on the future of individual deferred annuities. Topics included: 1. Regulatory and Tax Problems a. S.E.C.- Authors: John K Booth, Harold G Ingraham, Howard H Kayton, Daniel J McCarthy
- Date: Oct 1979
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Public Policy
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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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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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Asset Coinsurance
Asset Coinsurance Discussion of asset coinsurance, including how the arrangements work, risks involved, goals of transactions, relationship issues between the ceding and assuming companies, and ...- Authors: Kin K Gee, David Ingram, Ronald J Knape, Gerald Kopel, Melvin C McFall, Douglas Menkes, Courtland C Smith
- Date: Oct 1992
- Competency: Relationship Management>Relationships and trust; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Reinsurance>Coinsurance
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Session 097: Global Aging and Product Innovation
Session 097: Global Aging and Product Innovation The growing aging population presents unique challenges and opportunities, especially for the financial services industry. Presenters will explore ...- Authors: Douglas Andrews, John Robinson, Hajime Morimoto, Matt Singleton
- Date: Feb 2020
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Marketing and distribution - Annuities; Demography; Demography>Longevity
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To Infinity and Beyond! The Future of Insurance
To Infinity and Beyond! The Future of Insurance The article offers a discussion about future products, distribution, insurance laws, and contracts. Some ideas might not be possible today, but it ...- Authors: Application Administrator
- Date: Jan 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Annuities>Marketing and distribution - Annuities; Health & Disability; Life Insurance>Marketing and distribution - Life Insurance
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Digest of Smaller Company Forum - Agency
Digest of Smaller Company Forum - Agency Discusses agency management compensation, agent financing, cost of developing new agencies, successful business development methods. Acquisition expenses; ...- Authors: Bob J Bolin, Karl L Manchester, John K Roberts, Ernest C Steele, L Jefferson Stulce, James M Woolery, Charlie T Whitley, Harwood Rosser, William L Farmer, James M Bates
- Date: May 1965
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance