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  • Competitors to the Life Insurance Industry
    bro- ker/dealer firms, and, to a lesser extent, direct marketing and fee-based financial planners. ... The market has no people involved since it is a direct technology network between buyers and sellers of ...

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    • Authors: John Fenton, John Hele, Richard Charles Murphy, Michael Taht, Martin Rasmussen
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • Nathaniel Ingersoll Bowditch
    page 4) My investigation produced, however, no direct evidence of substantial actu- arial work of an ... ” “Talents without goodness and moral work, I care little for.” Bowditch saw the company not only ...

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    • Authors: Dwight K Bartlett
    • Date: Mar 1979
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Professional Values>Public interest representation; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Ethics; Annuities>Investment strategy - Annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Miscellaneous Questions
    It seems to us that the agent himself is the primary factor in deter- mining the persistency of the ... persistency statistics by agent. It requires some special care in determining the factors which agents are assigned ...

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    • Authors: John C Bertram, Louis Garfin, Paul E Martin, John Price, Robert C Tookey, George R. Wallace, Stanley W Boyle, Geoffrey F N Smith, Herbert H Blakeman
    • Date: Jan 1961
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Insurance for the Wealthy: Update on the Private Placement Market
    are primarily driven by better access to health care and better quality of life that the high-net-worth ... honest insurance industry, but they don't really care terribly much what goes into the separate accounts ...

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    • Authors: David A Christopher, Daniel Theodore, Hugh McCormick, Gabriel Schiminovich
    • Date: May 2002
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Dropping Like A Rock - Dealing with Falling Interest Rates and Equity Markets Outside the United States and Canada
    Asian companies. Bank insurance is a hot subject. Direct marketing is also a hot topic. Building pricing ... of the products. This one company didn't seem to care. So the regulators said, "We don't want that to ...

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    • Authors: Shu-Yen Liu, Thomas Jaros, Jim Toole, Daniel DeKeizer
    • Date: May 2002
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Global Perspectives; Life Insurance
  • How Can a Smaller Company Sell Big Company Products?
    Maybe you deal with banks and they want you to take care of all their customers. Maybe you have a property/casualty ... its members, its policyholders, to be well taken care of. It doesn't want you to do something on the ...

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    • Authors: Edward Burns, Paul Grinvalds, A Hemphill, Jim McWilliams
    • Date: May 2002
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance