Announcement: SOA releases February 2024 Exam FM passing candidate numbers.

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  • Agent Compensation and Expense Issues
    Agent Compensation and Expense Issues Presented at May 2002 Spring Meeting. Discusses industry trends in agent compensation with the intent of retaining and attracting the better performing ...

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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
  • Direct Marketing: Part 1—Analysis of Solicitations
    Direct Marketing: Part 1—Analysis of Solicitations This article covers measurement of key actions by presenting an approach to the analysis of direct-mail insurance solicitations. Marketing and ...

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    • Authors: H Lund
    • Date: Apr 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Insurance Brokerage Fee Income Among Bank Holding Companies In 2008
    Insurance Brokerage Fee Income Among Bank Holding Companies In 2008 Discussion of what bank holding companies earned in insurance brokerage fee income in 2008. Marketing and distribution; ...

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    • Authors: Michael D White
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Discussion - Commission Rates
    Discussion - Commission Rates This discussion seeks to determine if: 1. Is there justification for paying higher rates of commissions to experienced agents? 2. Is grading of commission ...

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    • Authors: Ben J Helphand, Ernest J Moorhead, Charles F Pestal, John R Taylor, Christopher H Wain, Charles F B Richardson, George Ryrie, Alexander Marshall, Garnett E Cannon, Thomas B Morrison, Pearce Shepherd, Clarence H Tookey, Leslie A Cannon
    • Date: Jan 1961
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • 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 report summarizes the results of a Delphi study to identify and debate possible new ...

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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
  • 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 meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Panelists ...

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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
  • Nontraditional Marketing: The Next Fifty Years
    Nontraditional Marketing: The Next Fifty Years 1999 SOA Annual Meeting, San Francisco. Presenters discussed ways in which nontraditional methods of distributing insurance products are ...

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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
  • Bank Alliance Niche for Insurers
    Bank Alliance Niche for Insurers This article is a summary of a session at the SOA 1997 Annual Meeting that focused on opportunities for selling insurance and annuities through banks. Banking ...

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    • Authors: Paul J Sulek
    • Date: May 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Research In Agency Operations
    Research In Agency Operations This discussion at the SOA 1968 Philadelphia Regional Meeting looks at research on agency operations and actuarial involvement. Commissions;Lapse rates=Lapses; ...

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    • Authors: Floyd T Beasley, John M Bragg, J Stanley Hill, Harold G Ingraham, Robert H Jordan, Meno T Lake, Ernest J Moorhead, Charles F Pestal, William J Rushton, William M Snell, Thomas C Sutton, F Gilbert Swanson, William White, Charles Connolly, Archibald H McAulay, Neil W Macintyre, Alfred G. Whitney
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Research Activities in Non-Traditional Marketing
    Research Activities in Non-Traditional Marketing Research managers from prominent non-traditional marketing companies discuss: Structure and composition of research units, methods currently used ...

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    • Authors: Charles Coatsworth, G Mangum, David F Steppat, Charles Thalheimer, Jane E Black, Donald P Williamson
    • Date: Jan 1988
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance