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  • Individual Insurance Products-Banks/Stockbrokers
    Individual Insurance Products-Banks/Stockbrokers This presentation is a concurrent session from ... From the Record of Society of Actuaries, Volume 17, No. 1. Deferred annuities;Life insurance;Marketing ...

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    • Authors: Application Administrator, John Hele, Timothy Pfeifer, A Duff Winkenwerder, Richard L Kolsky
    • Date: Apr 1991
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities
  • Blurring of Lines of Financial Service Business
    the first six months of this year, total salesare $17 billion. On an annualizedbasis, that's about a 40% ... Estimated Market Share 1987 $3.6 11% 1988 6.5 14 1989 8.5 17 1990 12.5 23 1991 16.0 31 1992 24.5 44 1993 first ...

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    • Authors: Gordon C Boronow, John Fenton, Jerome Corsi, Michael Winterfield
    • Date: Oct 1993
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Responding to the Marketplace of the 1990s
    HomeService 33 28 27 20 Multiple Line Exclusive Agent 17 25 27 31 Table 5 is market share of new premium ... 1960 69 8 23 1965 65 9 26 1970 59 10 31 1975 50 17 33 1980 44 24 32 1985 38 35 27 1988 32 45 23 industry ...

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    • Authors: Allan Affleck, Walter H Zultowski
    • Date: Jun 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Agent Compensation and Expense Issues
    on an incremental basis your GAAP ROE goes up to 17 percent from 10 percent. Agent Compensation ... ROE: 10% • Incremental ROE: •Issue & U/W (20% OH) 17% •Maintenance (20% OH) 18% •Distribution (20% OH) ...

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    • Authors: Gaetan Nicolas, John F Bevacqua, Steeve Jean, Michael Herman
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Expenses - Annuities; Annuities>Marketing and distribution - Annuities; Life Insurance>Expenses - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Distribution Systems
    persons and only one of them was hired. Last year, 17 people were tested before I person was hired. Managers ... retention -- $75,000 cost and the agent will stay 15-17 years; and at 50% retention, the agent will stay ...

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    • Authors: Frank T Crohn, Salwa Raven, Martin L Zeffert, George Joseph
    • Date: Apr 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Session 097: Global Aging and Product Innovation
    Session 097: Global Aging and Product Innovation The growing aging population presents unique challenges ... Planner Entrepreneur Recipient Explorer 34% 35% 17% 14% Source: Swiss Re Ageing consumer research ...

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    • Authors: Douglas Andrews, John Robinson, Hajime Morimoto, Matt Singleton
    • Date: Feb 2020
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Annuities>Marketing and distribution - Annuities; Demography; Demography>Longevity
  • Nontraditional Marketing: The Next Fifty Years
    Nontraditional Marketing: The Next Fifty ... 25, No. 3* San Francisco Annual Meeting October 17–20, 1999 Session 13I Nontraditional Marketing: The ... 17 because it's part of the lending agreement. The ...

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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
  • Evaluating Financial Aspects Of Different Distribution Systems
    40%Yr.4 40%Yr.4 50%Yr.5 50%Yr.5 50%Yr.5 50%Yr.5 _0 (17) Policy Lapse Rates 20% Yr. I 30% 20% 20% 15% Yrs ... separately to each year's new policies written. (17) Policy Lapse Rates. Rates vary by system, with (D) ...

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    • Authors: Jay Jaffe, William C Koenig, James Merwald, John David Moorhouse, James Van Elsen
    • Date: May 1986
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Military Marketing: Not Just Taking Orders
    Military Marketing: Not Just Taking Orders 1998 SOA Spring Meeting, Maui. Panelists discussed some ... Volume 24, No. 1* Maui I Spring Meeting June 15-17, 1998 Session 17PD Military Marketing: Not Just ...

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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
  • Individual Life Insurance and Annuity Product Development
    Individual Life Insurance and Annuity Product Development Head of a full-service wholesaling ... in most states than do banks. I believe there are 17 banks on the grandfather's list in the United States ...

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    • Authors: Edwin J Gold, Alice M Neenan
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance