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  • A Tale of Two Values: Direct Response Insurance
    A Tale of Two Values: Direct Response Insurance From a panel discussion session at the Spring regional ... the measurements actuaries are using to evaluate direct response products: customer lifetime value and ...

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    • Authors: Jay Jaffe, Ben Lutek, Robert Moser, Robert E Winawer
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Evaluating Financial Aspects Of Different Distribution Systems
    first year lapse rate was quite good relative to direct general agency business. By the way, our agency ... generates an extra company allowance relative to direct GA business. Since we are not about to differentiate ...

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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
  • Implementing the Illustration Regulation: The Clock is Ticking
    monumental, and I should hasten to point out that greater care taken by the appointed illustration actuary can ... underdelivered in the product that was illustrated. The primary reason for the failure was a change in the investment ...

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    • Authors: Application Administrator, David Karo, Daniel Theodore, Robert E Wilcox
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values; 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; Public Policy