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

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  • Emerging Compensation Alternatives
    Emerging Compensation Alternatives Presented at May 19996 Spring Meeting. This session focuses on emerging compensation plans in the life insurance industry: levelized commissions, potential ...

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    • Authors: Thomas E Beresford, Armand de Palo, Roger Heath, A Micheal McMahon
    • 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: Life Insurance>Marketing and distribution - Life Insurance
  • 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
  • Ordinary-New Products
    Ordinary-New Products Discussion of new individual life, annuity and disability product developments designed to meet conditions in today's market. This article was presented at the Spring ...

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    • Authors: Robert E Hunstad, Wilfred A Kraegel, Chandler L McKelvey, David M Mordorski
    • Date: Mar 1975
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Individual annuities; Health & Disability>Disability insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Term life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Non-forfeiture benefits
  • What Are The New Niches In Direct Response Marketing?
    What Are The New Niches In Direct Response Marketing? This session discussion is about the new niches in direct response marketing such as new products, database marketing and relationship ...

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    • Authors: M Nasim Ali, Ronald Jones, H Lund, Bradley M Smith, John A Martin
    • Date: May 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Marketing Trends - Smaller Companies - Mass Marketing
    Marketing Trends - Smaller Companies - Mass Marketing This is discussion about the impact of mass marketing has on smaller companies. From Transactions of Society of Actuaries 1969, Vol. 21 Pt.

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    • Authors: William H Aitken, Harold W Black, William J Bryan, John C Burns, Anthony J Houghton, John M Loftis, Chandler L McKelvey, Anna M Rappaport, Harold E Ruck, Richard W Ziock, William R Battle
    • Date: Apr 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Health & Disability>Disability insurance; 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
  • Equity Products
    Equity Products This is a discussion about insurance company equity products from the viewpoints of the actuary, the agent and the regulatory authority. From Transactions of Society of Actuaries ...

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    • Authors: Thomas P Bowles, Lawrence J Latto, Charles M Sternhell, Edward M Lupean
    • Date: Apr 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • 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
  • Building Bridges with Alternative Marketing Methods
    Building Bridges with Alternative Marketing Methods 1999 SOA Annual Meeting, San Francisco. Presenters examined alternative marketing methods that bridge buyers and sellers. Subjects ...

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    • Authors: Robert H Dreyer, Norman E Hill, James B Smith, Lori A. Truelove
    • Date: Oct 1999
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability; 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