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

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  • Preneed Market Trends—Reflecting on the 2022 Life Insurance Council’s LIC Preneed Forum
    Trends—Reflecting on the 2022 Life Insurance Council’s LIC Preneed Forum There are two key trends in the ... agreement for the carrying on of that funeral home’s preneed business thus gaining market share, and the ...

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    • Date: Aug 2023
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Preneed
  • Actuarial Guideline XLIX (AG49): Past, Present and Future
    (2015) Prior to the initial adoption of AG49, the NAIC’s Life Insurance Illustration Model Regulation (#582) ... practices across the industry. In 2015, the NAIC’s Life Actuarial Task Force (LATF) developed AG49 with ...

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    • Authors: Richard John Hoffer, Alexander Tall, Kathryn van Ryn
    • Date: Jun 2023
    • Competency: Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance
  • Evaluating Distribution Channel Options for Individual Insurance Products, Part 2: Call Center and Digital Platform Sales Channels
    Acting as “captive agents,” they sell the insurer’s products without comparisons to their competitors’ ... example, products that are a component of an individual’s financial and retirement planning are less appropriate ...

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    • Authors: Art W Lewis
    • Date: Oct 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Health & Disability; Life Insurance; Life Insurance>Marketing and distribution - Life Insurance