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  • DOL Fiduciary Regulation - Where are We Now?
    established a 15-day comment period closing on March 17, 2017. The DOL reported receiving approximately ... approximately 193,000 comments and petition letters by March 17, 2017, addressing the proposed 60-day delay. On ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
  • Current Trends in Distribution Channels: Where Are Banks Headed?
    Norris is responsible for overseeing sales efforts at 17 property and casualty (P&C) insurance agencies. ... Trends in Distribution Channels: Where Are the Banks… 17 Again, we have limited access to markets, because ...

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    • Authors: Christopher Hause, James W Mann, Shaun Norris
    • Date: May 2005
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Appendices Only
    and usually is good to include as an example. • 17 participants provided commentary about the state ... for cross-selling opportunities. • Participant 17: Accident and Health insurance may offer some interesting ...

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    • Authors: Society of Actuaries
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
  • Successful Distribution Systems of the Future
    Successful Distribution Systems of the Future A discussion of what life insurance distribution ... was reporting that he had approximately 20 in about 17 western states. He indicated that he had these people ...

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    • Authors: B W Baucom, Paul A Campbell, David R Carpenter, Peter F Chapman, J Ross Hanson, Jack P Barger, T. Ramon Perdue
    • Date: Apr 1980
    • Competency: Leadership>Change management; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • International Product Development Market
    International Product Development Market Presented at May 1996 Spring Meeting. Discusses ... potential. International Product Development Market 17 As I said before, the success of product development ...

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    • Authors: Robert Lau, Juan Punchin, Ramon Galanes, David Rosier, Nigel Silby
    • Date: May 1996
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Global Perspectives; Life Insurance>Marketing and distribution - Life Insurance
  • Distribution of Individual Products - A Look into the Crystal Ball
    Distribution of Individual Products - A Look into the Crystal Ball Presented at May 1996 Spring ... Individual Products—A Look into the Crystal Ball 17 What kind of persistency can you expect for those ...

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    • Authors: C R Duncan, Cindy A DiBiase, Patrick J Moore
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Marketing Arrangements With Financial Institutions
    Marketing Arrangements With Financial Institutions Presented at May 1986 Spring Meeting. This ... performance, but if a 979 PANEL DISCUSSION fund is up 17% over the last 10 years versus its universe, the ...

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    • Authors: Jay Jaffe, H Lund, Linda D Reed, Lawrence A Seller, Christopher Tomecek
    • Date: May 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report Only
    Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report Only This ... that are tailored to a specific person. 17 BLUE OCEAN STRATEGIES IN TECHNOLOGY FOR BUSINESS ...

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    • Authors: Society of Actuaries
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
  • Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report with Appendices
    Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report with Appendices ... LIFE INSURANCE INDUSTRY February 27, 2009 17 Questions for Strategy #3: 1. Is this a “Blue ...

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    • Authors: Society of Actuaries
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications