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

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  • E-term: Channel Management and Other Implications
    E-term: Channel Management and Other Implications This article discusses various approaches currently being used to sell term insurance over or with the assistance of the internet. E-commerce; ...

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    • Authors: Application Administrator
    • Date: Sep 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Term life; Life Insurance>Marketing and distribution - Life Insurance
  • Online Term Life Insurance Quotes Show Wide Variation among Vendors
    Online Term Life Insurance Quotes Show Wide Variation among Vendors Author conducts her own informal survey to see how quickly the services could deliver rate quotes and how much the quoted rates ...

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    • Authors: Ara C Trembly
    • Date: Sep 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Term life; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>E-commerce
  • Insights in Life PBR Practices
    Insights in Life PBR Practices Mandatory implementation of life principle-based reserves (PBR) is just around the corner and there is no shortage of work to do, as most products have yet to be ...

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    • Authors: Kevin Carr, Dylan Strother, Chris Whitney, Haley Christine Jeorgesen , Simon Gervais
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life
  • Term Insurance Update
    Term Insurance Update 2004 SOA Annual Meeting and Exhibit, New York. This session on term insurance covered the general term insurance marketplace, return of premium term, and securitization ...

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    • Authors: Keith Dall, Duncan Briggs, David O'Brien
    • Date: Oct 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Term life; Reinsurance>Life reinsurance
  • A Brief Look at the Phase 1 Survey Results from the SOA/RGA Post-Level Term Research Project
    A Brief Look at the Phase 1 Survey Results from the SOA/RGA Post-Level Term Research Project Discusses Phase 1 survey results from the SOA/RGA post-level term research project. Antiselection; ...

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    • Authors: Timothy Rozar, Scott Rushing
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Term life
  • Insights Into Life Principle-Based Reserves Implementation and Modeling Practices
    Insights Into Life Principle-Based Reserves Implementation and Modeling Practices Mandatory implementation of life principle-based reserves (PBR) is just around the corner and there is no ...

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    • Authors: Simon Gervais , Kevin Carr, Haley Christine Jeorgesen , Dylan Strother, Chris Whitney
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: The Modeling Platform
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life
  • Individual Term Portfolio Management
    Individual Term Portfolio Management This session from the 1984 SOA Toronto Meeting discusses portfolio management, monitoring experience and current new product trends in individual term ...

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    • Authors: Darlene H Davis, Fred Jonske, Walter N Miller, Denise Tiller, William K Tyler
    • Date: Oct 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Term life
  • Term Insurance: New York Regulation 147 and the NAIC's XXX
    Term Insurance: New York Regulation 147 and the NAIC's XXX This session from the 1995 SOA Boston Meeting reviews the effects on term insurance product design of reserve requirements ...

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    • Authors: Johan Lotter, Carol A Marler, Timothy Pfeifer
    • Date: Oct 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Term life; Public Policy
  • Insights Into Life PBR Emerging Practices
    Insights Into Life PBR Emerging Practices Oliver Wyman surveyed the life insurance industry in 2Q 2018 on emerging life PBR practices. Key takeaways and a deeper dive on select practices are ...

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    • Authors: Kevin Carr, Andrew Radel, Chris Whitney
    • Date: May 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Whole life; Reinsurance>Life reinsurance
  • XXX Update
    XXX Update 1999 SOA Regional Meeting, Atlanta. In this XXX update panelist discuss: 1. History of XXX. 2. Developments and the impact of changes on the original XXX. 3.

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    • Authors: Robert W Foster, Larry M Gorski, Donald Maves, Michael Palace
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Public Policy