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

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  • The Importance of Your Worksite Enrollment Strategies in Understanding Risk
    protection.By Dale Nichols Life insurance;Marketing and distribution;Group life plans;Anti-selection By ... includes an actively-at-work question. Unlike a group, employer paid product, the probability of near ...
    • Authors: DALE ANDREW NICHOLSON
    • Date: Sep 2013
    • Competency: Communication>Difficult message delivery; Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • The Salesman Who Doesn’t Sell
    The Salesman Who Doesn’t Sell Want to do business with agent Brian Greenberg? Drop that telephone. ... No need to Google Map his office.By Corey Dahl Life insurance;Marketing and distribution;Health information ...
    • Authors: C Joseph Dahl
    • Date: Sep 2013
    • Competency: Communication>Difficult message delivery; Communication>Oral communication; Communication>Written communication; Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>Analytics and informatics; Technology & Applications>E-commerce
  • A Millionaire Mind and the Money to Match: Are They Prospects for Long-Term Care Insurance?
    Cold calling doesn’t work with this group. Many single women report feeling vulnerable and as such, are ... Planner or CPA. When a woman becomes single late in life (due to divorce or spouses’ death), they rely heavily ...

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    • Authors: Debra Newman
    • Date: Mar 2006
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; Leadership>Influence; Relationship Management>Relationships and trust
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care
  • How to Turn Suspects Into Prospects
    How to Turn Suspects Into Prospects By Ray Mascola Communication;Operational Management;Time ... Important Take-Away You can uncover prospects from a group of suspects by identifying their pressing problems ...
    • Date: May 2017
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Emotional Intelligence
    remains relatively stable over the course of one’s life, EQ—thankfully—can improve and evolve over time ... there will always be that “one per- son” in your life whom you find to be difficult. Whatever the 28 ...

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    • Authors: Lauren Scalzo
    • Date: Aug 2016
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Relationship Management>Relationships and trust
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Professional development
  • Alone Together: Introverts, Extroverts and Team Dynamics
    perfect exam- ple of this is brainstorming. This group activity often results in mirroring, when we tend ... first. In a group setting, it is often the case that after the first person speaks, the group tends to follow ...

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    • Authors: Mitchell Stephenson
    • Date: Jul 2017
    • Competency: Communication>Difficult message delivery; Communication>Oral communication; External Forces & Industry Knowledge>General business skills; Leadership>Influence; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Passing the Torch Series: An Interview with Mark Freedman
    Philadelphia Life Insurance Company and a property-casualty insurer offered me a job. I took the life insurance ... note, the person who referred me to Philadelphia Life was my college roommate’s father, and interestingly ...

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    • Authors: Mark Freedman
    • Date: Apr 2013
    • Competency: Communication>Active listening; Communication>Difficult message delivery; External Forces & Industry Knowledge>General business skills; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Professional Values>Ethical standards; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Management skills; Actuarial Profession>Qualifications; Actuarial Profession>Professional development