Description: The purpose of this literature guide is to provide the reader with sources of information ranging, from introductory to advanced, in the areas of LTC insurance design, marketing, pricing, and valuation.

Description: ERM-508-13: Pricing Long Term Care Study Note

Description: Archive Spring 2016: Group and Health Core Exam U.S.

Description: Case Study: Evaluating the Bellagos Social Long-Term Care Insurance Program for 2018 Studen Case Study Challenge.

Description: This literature guide focuses on individual life insurance distribution, with an emphasis on marketing operations which use the agency distribution system - although much of the material is applicable to direct response marketing.

Description: The scope of nontraditional marketing, as viewed by the Nontraditional Marketing Section of the Society, continues to expand. Originally, it encompassed direct response, credit insurance, and payroll deduction. Recent emphasis has added marketing through through financial institutionsand through pre-need funeral plans. This literature guide provides the user with a summary of representative sources for marketing and product development information.

Description: The primary purpose of this study note is to present standard terminology to be used on the STAM examination for situations where (1) there are multiple ways of referring to concepts in the textbooks for the examination, (2) there is ambiguity in the textbooks for the examination, or (3) there are varying interpretations in actuarial practice. In addition, this note provides a set of abbreviations that will be utilized on the exam without additional supporting context for a limited number of terms.

Description: The 2007 version of “Pricing Long Term Care, pp. 9-22” study note will be used for the Spring 2014 exam.

Description: Bellagos Care Level Transition Matrix. Excel spreadsheet for 2018 Student Case Study Challenge.