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The Universal Life Insurance Policy
The Universal Life Insurance Policy The purpose of this paper is not to present a revolutionary new concept, instead, it is to reexamine a familiar concept in the light of new market ...- Authors: James C H Anderson
- Date: Jan 1999
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Life Insurance>Universal life
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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 ...- 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
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Consumerism and the Compensation of the Life Insurance Agent
Consumerism and the Compensation of the Life Insurance Agent The purpose of this paper was to examine the job and compensation of the ordinary life insurance agent in relation to commissions ...- Authors: Nicholas Bauer, Wilbur M Bolton, Joseph R Brzezinski, Donald F Clement, Albert Easton, Nathan H Epstein, Peter L Hutchings, Jay Jaffe, Anna M Rappaport, Frank Zaret, Peter M. Tompa
- Date: Oct 1974
- Competency: Relationship Management>Staff management and motivation; Strategic Insight and Integration
- Publication Name: Transactions of the SOA
- Topics: Life Insurance>Expenses - Life Insurance; Public Policy
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Selling Insurance Six Feet Apart Redux
Selling Insurance Six Feet Apart Redux As part of the SOA’s July 22, 2020, COVID-19 Virtual Symposium, Marketing and Distribution (MaD) Section Council members presented “Selling Insurance Six ...- Authors: Nickolas Ortner
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: News Direct
- Topics: Health & Disability; Life Insurance>Marketing and distribution - Life Insurance
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The Continuing Saga of Term Insurance
The Continuing Saga of Term Insurance This 1981 session focused on issues related to term life insurance. Topics included 1. Term life insurance products in the 1980's 2. Assumptions and ...- Authors: David M Mordorski, Application Administrator, Richard A Swift, David A Webster
- Date: Apr 1981
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Term life
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Changes in Life Insurance Laws and Regulations: What Do We Need and How Can We Get It?
Changes in Life Insurance Laws and Regulations: What Do We Need and How Can We Get It? Discussion of recent economic, social and political environment and trends and the impact they have had on ...- Authors: Richard Minck, Charles E Rohm, Warren D Arthur, Richard A Edwards
- Date: Oct 1981
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy; Public Policy
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The Financial Services Industry And Its Responses To Inflation And Deregulation
The Financial Services Industry And Its Responses To Inflation And Deregulation Panel discussion from the April 1982 Society of Actuaries meeting in Houston on the topic of the financial services ...- Authors: Louis Garfin, J Ross Hanson, Wilfred A Kraegel, Robin B Leckie, Paul H LeFevre, John M Lenser, Paul Milgrom, Ma Rosario S Rodolfo, Robert Shapiro, Martin Staehlin, Ronald E Timpe
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Relationships and trust; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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Universal Life Update
Universal Life Update This panel discussion, which occurred at the May 1982 Society of Actuaries meeting in Colorado Springs, provided an overview and update on Universal Life policies using the ...- Authors: Wayne D Bidelman, Andrew Bodine, Allen D Booth, Thomas F Eason, Robert W Buechner
- Date: May 1982
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Universal life
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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 ...- 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
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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 ...- 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