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  • Valuing Long-Term-Care Insurance for Acquisition
    Valuing Long-Term-Care Insurance for Acquisition Presented at May 2000 Spring Meeting. This teaching ... presents techniques and tools for valuing long-term-care insurance for mergers and acquisitions, drivers ...

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    • Authors: Michael S Abroe, Michael Porcelli, Michelle A Thomson
    • Date: May 2000
    • Competency: Relationship Management>Team leadership; Strategic Insight and Integration>Management partnership; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Long-term Care>Long-term care insurance
  • The Customer is King
    have some specialty expertise in marketing and direct response business. So we've kept them as stand-alone ... the marketing of products to the customers in a direct manner, which requires a very specialized expertise ...

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    • Authors: Garth A Bernard, Michael Kaster, Lynn D Davis, Novian Junus
    • Date: Oct 2000
    • Competency: Relationship Management>Team leadership; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities
  • The Future of Agency Distribution
    annuities went up 16%, fixed annuities 28%. Long-term care has been sort of on a roller coaster, somewhat depending ... to predict what's going to happen with long-term care. Certainly there's tons of need for it and I expect ...

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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
  • Using Futurism Techniques in Planning
    of migration in and out will we have? These are primary impacts. There's a diagram in the study note itself ... that goes onto secondary impacts, and each of the primary impacts has a bunch of things that impact it.

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    • Authors: Albert Easton, Stuart Klugman, Paul D Laporte, Timothy J Tongson
    • Date: Jun 2000
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Leadership>Influence; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession
  • Actuarial/Information Technology Partnerships
    addressed that issue. MR. SMITH: I don't have direct experience with companies that have worked with ... selling these days, they don't grasp, or don't care to grasp, the mainframe world. I see that as serious ...

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    • Authors: Susan M Lee, Gregory Smith
    • Date: May 2002
    • Competency: Relationship Management>Relationships and trust; Relationship Management>Team leadership
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Management skills
  • Non-Forfeiture Principles
    Non-Forfeiture Principles Members of the Society of Actuaries [SOA] Committee on ... thing that I think should be considered and is taken care of by providing a retrospectively determined non-forfeiture ...

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    • Authors: Douglas Doll, Ardian Gill, Daniel J McCarthy, Walter N Miller
    • Date: Oct 1988
    • Competency: Relationship Management>Team leadership
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Non-forfeiture benefits