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

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  • Tailoring Products and Services for the Bancassurance Market
    Tailoring Products and Services for the Bancassurance Market From a session at the annual meeting ... Disability insurance;Global markets;Long-term care insurance=LTCI;Marketing and distribution;Product ...

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    • Authors: Maria Thomson, Belinda Monat, Alan Wade
    • Date: Oct 2000
    • Competency: External Forces & Industry Knowledge>External forces and business performance; 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
  • The Marketing Front
    has authored the SOA study note titled "Pric- ing Direct Response Insurance Programs." MR. H. MICHAEL SHUMRAK: ... already in place at Fidelity Investments. The primary focus of my comments is going to be more aimed ...

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    • Authors: Thomas Marra, H Shumrak, Richard D Jameison
    • Date: May 1993
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Military Marketing: Not Just Taking Orders
    all these associations work with one particular direct writer. Military Benefit Association is underwritten ... to each market is needs-based. We have three primary target areas of emphasis: military, federal, and ...

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    • Authors: James A Robinson, Gregory T Taylor, Manley Denton
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge; 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
  • Table 1 for Session 136IF: Building Bridges with Alternative Marketing Methods
    Category Banks, Career Indepen. Thrifts, & Broker/ Direct Tele- Work- Agents Agents Credit Unions Dealers ... term Care 29 25 4 12 7 3 2 8 3 93 2% Hospital 29 26 13 19 19 10 8 17 3 144 3% Intensive care 10 10 ...

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    • Authors: Robert H Dreyer, Norman E Hill, James B Smith, Lori A. Truelove
    • Date: Oct 1999
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Health & Disability; Life Insurance>Marketing and distribution - Life Insurance
  • The Latin-American Market
    tariffs, and to repeal import substitution are the direct consequences of this development. If we look at ... index to measure the price component of medical-care cost increases, there is the issue of the proper ...

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    • Authors: Kevin Law, Camilo Salazar, Richard D Umstead, Enrique Kozolchyk
    • Date: Apr 1993
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Chairperson’s Corner
    particular those around agency, Internet distribution, direct response, and bank distribution. Electronic Commerce ... insurance and annuity products combined with long-term care and other benefits. Middle Market Product Needs ...

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    • Authors: Andy Ferris
    • Date: Sep 2010
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Professional associations; Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Nontraditional Marketing: The Next Fifty Years
    sponsoring organizations, is President of Abacus Direct Corporation in Westminster, CO. RECORD, Volume ... Today, bancassurance would be classified that way. Direct marketing probably still qualifies as nontraditional ...

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    • Authors: Jay Jaffe, Dan Snyder, II Walter H. Roder, John C Adiletti
    • Date: Oct 1999
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Health & Disability; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
  • Bancassurance in U.S. and Canada: Before Today ... Beyond Tomorrow
    which they would admit has been protective in its primary motivation for insurance agents. The banking community ... through a number of different areas. The Internet, direct mail, agents, and platform personnel are generally ...

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    • Authors: David W Collings, James B Smith, Deanne L Nezas, Steven Lash, James H Overholt, Chad H Masland, Ken Reynolds
    • Date: May 1999
    • Competency: 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 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
  • 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