Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Session 022: InsurTech Trends, Challenges and Application Case Studies
    Session 022: InsurTech Trends, Challenges and Application Case Studies Hear an overview of InsurTech ... financial performance and their policy-holders. Dynamic analytical capabilities with better tools to ...

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    • Authors: Xueyun Huang, Chris A Murumets, Sunil Rawat, Yanjie Feng
    • Date: Jan 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Agent Compensation and Expense Issues
    Agent Compensation and Expense Issues Presented at May 2002 Spring Meeting. Discusses industry ... sales forces. This is actually a really unique dynamic because 'the pay dispersion—the actual compensation ...

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    • Authors: Gaetan Nicolas, John F Bevacqua, Steeve Jean, Michael Herman
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Expenses - Annuities; Annuities>Marketing and distribution - Annuities; Life Insurance>Expenses - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • The Future of Agency Distribution
    The Future of Agency Distribution From a session at a meeting of the Society of ... insurance to be managers. We just brought on board a dynamic manager to manage our agency in Erie. She's 24-years-old ...

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    • Authors: Albert Easton, Stephen L Kossman, Paul D Laporte, Thomas E Rhodes, Joel Wolfe, Dennis A Catanzano, Jon B Louis
    • Date: Jun 2000
    • Competency: Leadership>Change management; Relationship Management>Team leadership; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Dynamic Product Development
    Dynamic Product Development From a session at the Spring regional meeting of the Society of Actuaries ...

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    • Authors: Philip J Cernanec, Mark Milton, Application Administrator, Larry Stern, James A Wiseman
    • Date: May 1999
    • Competency: Leadership>Change management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Pricing - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Implementing the Illustration Regulation: The Clock is Ticking
    Implementing the Illustration Regulation: The Clock is Ticking Presented at October ... accomplish this is to make your calculation engine a dynamic link library that can be shared with the illustration ...

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    • Authors: Application Administrator, David Karo, Daniel Theodore, Robert E Wilcox
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • The Latin-American Market
    The Latin-American Market 1993 SOA Spring Meeting, San Diego. This session was about ... Reinsuranceadministrationmust be able to handle a dynamic retentionbased on currencyfluctuations. Beginningwith ...

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    • Authors: Kevin Law, Camilo Salazar, Richard D Umstead, Enrique Kozolchyk
    • Date: Apr 1993
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Designing a Field Compensation Structure
    Designing a Field Compensation Structure This session at the SOA 1990 Hartford Spring Meeting ... Essentially, we treated our compensation plans as a dynamic factor, which would be reviewed each },ear. There ...

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    • Authors: Albert Easton, Paul D Laporte, Marshall H Lykins, Robert Clark
    • Date: Apr 1990
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Marketing of Individual Insurance in Business Markets
    Marketing of Individual Insurance in Business Markets Discusses markets, how they were ... corporate-owned life insurance market place is very dynamic and very suscepti- ble to changes in tax legislation ...

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    • Authors: Steven Eisenberg, John Jarka, Richard Kular, David Remstad
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Making the Most of Your Network – Relationship Marketing
    Making the Most of Your Network – Relationship Marketing CEO of National Liberty Corp. discusses ... is as diverse in its characteristics as it is dynamic in its growth and that is why millions of dollars ...

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    • Authors: Norman L Phelps
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Contrasting the Product Development Process between Traditional and Non-Traditional Marketing
    strategy and therefore the marketing strategy are dynamic. They react to external and internal forces. Therefore ... pricing philosophies that you follow are likewise dynamic. The starting point for all of this is getting ...

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    • Authors: H Lund, Robert J Polilli, Bradley M Smith
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Agent-Owned Reinsurance Companies
    Agent-Owned Reinsurance Companies Panelists discuss the history and background of agent-owned ... usually what happened is that there was a single dynamic producer who got together and said, "Hey guys ...

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    • Authors: Charles G Bentzin, Application Administrator, W Grant Hardy, Jerome J Schwartz
    • Date: Apr 1987
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Reinsurance
  • Non-Traditional Marketing Through Broadcast Media
    your total response in. Television is a very dynamic media. We can look at each TV station as a list ... costs as direct mail. And because television is dynamic, it allows you to continue to retest while you're ...

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    • Authors: John Ladley, Gary A Kauffman, Eugene R Raitt
    • Date: Oct 1986
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Marketing Arrangements With Financial Institutions
    long-range strategic plan that is flexible, or dynamic, which would give us short-term profits over the ... assumptions basically behind that rather aggressive, dynamic, logical plan. The final assumption was a product ...

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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
  • The Financial Services Industry And Its Responses To Inflation And Deregulation
    The Financial Services Industry And Its Responses To Inflation And Deregulation Panel discussion ... changes we can expect in the next few years. Rather dynamic changes will take place in our industry in terms ...

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    • Authors: Louis Garfin, J Ross Hanson, Wilfred A Kraegel, Robin B Leckie, Paul H LeFevre, John M Lenser, Paul Milgrom, Ma Rosario S Rodolfo, Robert Shapiro, Martin Staehlin, Ronald E Timpe
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Relationships and trust; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • The Life Insurance Business - The View of Consumerists
    in the product mix, the dramatic evolu- tion of dynamic products and the replacement of old products, companies--like ... extremely important with the advent of the new dynamic valuatlon and non-forfeiture laws. It seems that ...

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    • Authors: Daniel Case, Harold G Ingraham, J Bruce MacDonald, Joseph M Belth
    • Date: May 1981
    • Competency: Communication; External Forces & Industry Knowledge>External forces and business performance; Professional Values>Public interest representation; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Life and Casualty Company Organization for the 1980's
    changing environment is to create a more flexible, dynamic posture. This requires a major effort to build ... ideal only by constant change. Thus, iterations_ dynamic relationships rather than compartmen- talized jobs ...

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    • Authors: George R Dinney, Ardian Gill, Frank W. Barsalou, Robert W. Rever
    • Date: Apr 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>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Capital - Life Insurance; Technology & Applications
  • Equity Products
    Equity Products This is a discussion about insurance company equity products from the viewpoints ... will have to be flexible to change, innovative, dynamic, vigorous, and aggressive. The EQUITY PRODUCTS ...

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    • Authors: Thomas P Bowles, Lawrence J Latto, Charles M Sternhell, Edward M Lupean
    • Date: Apr 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Marketing and distribution - Life Insurance