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Investment Year Method: A Method to align renewal credited rates with investment strategy
Investment Year Method: A Method to align renewal credited rates with investment strategy Summary of research project designed to document method to credit interest rates to account value based ...- Authors: Max Rudolph
- Date: Apr 2020
- Competency: Results-Oriented Solutions
- Publication Name: Risks & Rewards
- Topics: Annuities; Annuities>Investment strategy - Annuities; Finance & Investments; Finance & Investments>Asset liability management; Finance & Investments>Investment strategy - Finance & Investments; Annuities>Deferred annuities
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Entering the Equity-Indexed Market through Alliances
Entering the Equity-Indexed Market through Alliances This article discusses how small insurance companies can get into the complex equity indexed market by using alliances wherein there is one ...- Authors: Jerry Enoch
- Date: May 1998
- Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Annuities>Equity-indexed annuities; Life Insurance
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Bank Insurance Marketing to the Middle Market Consumer
Bank Insurance Marketing to the Middle Market Consumer Discussion of the selling of life insurance to the middle income market through banks and with the support of new technologies and ...- Authors: Carmen F Effron
- Date: Jan 2010
- Competency: External Forces & Industry Knowledge>External forces and business performance; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: News Direct
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>E-commerce
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Expense Management Experiences in a Smaller Life Insurance Company
Expense Management Experiences in a Smaller Life Insurance Company Discussion of expense management in a small life insurance company Illustrations=Illustration actuary=Sales illustration;Life ...- Authors: Peter Hitchcock
- Date: Nov 2004
- Competency: External Forces & Industry Knowledge>General business skills; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Small Talk
- Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
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Actuarial Behavior Risks
Actuarial Behavior Risks How can actuaries innovate solutions to the challenges posed by policyholder behavior risks? Policyholder behavior;experience studies;Predictive modeling;risk management; ...- Authors: Society of Actuaries, Timothy S Paris
- Date: Aug 2014
- Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions
- Publication Name: Risk Management
- Topics: Annuities>Policyholder behavior - Annuities; General Insurance (Property & Casualty)>Policyholder behavior - General Insurance; Life Insurance>Policyholder behavior - Life Insurance
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How to Succeed in the Worksite Market
How to Succeed in the Worksite Market This article describes the four keys to successful worksite marketing: 1. Onsite selling either with group meetings or one-on one using professional ...- Authors: Al Barthelman
- Date: Dec 1998
- Competency: Results-Oriented Solutions
- Publication Name: Small Talk
- Topics: Annuities>Marketing and distribution - Annuities; Health & Disability>Accident insurance; Health & Disability>Critical illness insurance; Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance
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Annuity Clearinghouse Proposal
Annuity Clearinghouse Proposal The author proposes an annuity clearinghouse to encourage employers to offer annuity accumulation products in their defined contribution plans. This addresses the ...- Authors: Beverly Orth
- Date: Aug 2011
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: The Independent Consultant
- Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans
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The Happiness Hedge
The Happiness Hedge This article helps illustrate that a guaranteed income stream in retirement has much more value than merely longevity protection. Used properly, a payout annuity is also a ...- Authors: Douglas Robbins
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Product Matters!
- Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks