Announcement: SOA releases passing candidate numbers for May and June Exam FM.

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  • The Financial Services Industry And Its Responses To Inflation And Deregulation
    agents and field offices, the travel offices, direct mail, and in the future, interactive cable television ... agency management may be a skill in one company, direct response marketing, investment management, and ...

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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 Actuary Magazine October 2004 - Kinder, Gentler M&A
    The Actuary Magazine October 2004 - Kinder, Gentler M&A An article on kinder, gentler ... costs. Consolidation in businesses like long term care and variable life/annuity lines exemplify this broadening ...

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    • Authors: Robert Shapiro
    • Date: Oct 2004
    • Competency: Strategic Insight and Integration
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance
  • Diversification Of Life Insurance Companies
    techniques can range from captive agents on one hand to direct response methods on the other. The various products ... long had a presence in reinsurance markets and in direct career agency markets. Two years ago, we acquired ...

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    • Authors: David E Neve, Richard S Robertson, Rodney R Rohda, Robert Shapiro, Michael Sproule, John C Head, Application Administrator
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional development; Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Futurism Section Kick Off Meeting
    are planning to do. I put it to you that the primary purpose of this new Section is to create a force ... CanadianInstituteof Actuaries,NobisCura Futuri,meanswe care for the future. MS. ANN S. MC LAUGHLIN: I feel ...

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    • Authors: A Anthony Autin, Bruce Darling, Grace V Dillingham, Robert E Hunstad, Warren Luckner, Ann Sullivan McLaughlin, Richard E Ostuw, Anna M Rappaport, Robert Shapiro, Samuel L Tucker, Donald R Anderson
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Professional associations; Actuarial Profession>Professional development
  • A Mixed M&A Bag In The First Half of 2004: A Look At Insurance Company Activity
    ...8 Asset Adequacy Analysis for the Long Term Care Product: A Case Study by Amy Pahl ............. ... Health’s fixed annuity block ($38.0 million). • Health Care Service Corp.’s acquisition of Omaha Life Insurance ...

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    • Authors: Robert Shapiro, Peter W Mattingly
    • Date: Nov 2004
    • Competency: Strategic Insight and Integration
    • Publication Name: Small Talk
    • Topics: Enterprise Risk Management>Capital markets; Enterprise Risk Management>Portfolio management - ERM; Enterprise Risk Management>Strategic risks
  • Effective Use of Capital
    insurance product which we identified as one of the primary operating goals of management of an insurance enterprise ... profitable if you; (I) have annual premiums, (2) have no direct billing to the client but only to the savings and ...

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    • Authors: Michael E Mateja, Robert Shapiro, William H. Sahm
    • Date: Apr 1981
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Reinsurance; Reinsurance>Financial reinsurance