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

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  • Challenges and Opportunities in the Marketing of Insurance Products Through Financial Institutions
    Opportunities in the Marketing of Insurance Products Through Financial Institutions Examination of the distribution ... distribution of insurance products by and through financial institutions, products, distribution options, etc ...

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    • Authors: Edward B Martin, Victor C Moses, Robert Ozenbaugh, Cheryl Krueger, Thomas W Fitch
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities
  • Managing Statutory Performance
    Annual Meeting, Washington, D.C. The stated purpose of this session was to discuss specifically ... improve its financial performance as measured by the statutory financial statement. Eleven strategies ...

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    • Authors: Patricia Guinn, Terence Lennon, David E Neve, Robert Ozenbaugh
    • Date: Oct 1992
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Segmented Portfolios And Stripped Investments Accounting
    Internal sales of investments among portfolios, Equity investment accounting, Internal stripping of securities ... Internally manufactured puts and calls, Allocation of taxes and investment expenses among portfolios, Accounting ...

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    • Authors: Joseph E Crowne, Robert Ozenbaugh, Neal C Schneider, Richard L Sega
    • Date: May 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments; Financial Reporting & Accounting