Announcement: SOA congratulates the new ASAs and CERAs for April 2024.

Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • Implications of the Perceptions of Post Retirement Risk for the Life Insurance Industry: Inside Track Marketing Opportunity, But Requiring Focused Retooling
    Implications of the Perceptions of Post Retirement Risk for the Life Insurance Industry: Inside Track Marketing Opportunity, But Requiring Focused Retooling This is a research project discussing ...

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    • Authors: Steve Cooperstein
    • Date: Mar 2011
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Annuities; Annuities>Marketing and distribution - Annuities; Economics>Behavioral economics; Life Insurance>Marketing and distribution - Life Insurance; Long-term Care
  • Barriers to Financial Advice for Non-Affluent Consumers
    Barriers to Financial Advice for Non-Affluent Consumers This report summarizes why it appears that appropriate financial advice is generally not available to the non-affluent segment of the ...

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    • Authors: Dan Iannicola, Jonas Parker
    • Date: Sep 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Topics: Economics>Behavioral economics