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

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  • 2005 Individual Life and Annuity Expense Study
    company  and  the  requested  information  for  the  primary contact  for  this  study.  Place an X in the  ... one company.  Direct response  Buyer­initiated purchases made in response to direct home office offerings through  ...

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    • Authors: Application Administrator
    • Date: Jan 2005
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • 2007 Individual Life and Annuity Expense Study Summary Report
    channels: Career, Brokerage, PPGA, Multi-Line, Direct Response, Other and Unallocated (that expense ... particularly evident for Variable products. The primary explanations for this variation included the ...

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    • Authors: Application Administrator
    • Date: Jan 2010
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • 2004 Individual Life and Annuity Expense Study - Summary Report
    channels: Career, Brokerage, PPGA, Multi-Line, Direct Response, Other, and Unallocated (that expense ... particularly evident for Variable products. The primary explanations for this variation included the recent ...

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    • Authors: Application Administrator
    • Date: Jan 2004
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • Expense Management
    expenseassumptionsfor pricingor managing in force, start with the direct unit and policycosts. You want to add the appropriate ... as variable or fixed. Some people use the terms direct and indirect, marginal and overhead. For purposes ...

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    • Authors: Greg Mateja, Application Administrator
    • Date: May 1993
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • Do You Know How Much You're Spending? The Hidden Costs of Product Complexity
    Maybe you're a life company going into long-term care (LTC), for example. Or it could be that you're ... definitive question you must ask yourself is: Do you care if your competitors know? As we get into a environment ...

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    • Authors: Application Administrator, Vincent Granieri, Paul Haley, Van Beach
    • Date: Oct 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance