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  • The Financial Services Industry And Its Responses To Inflation And Deregulation
    agents and field offices, the travel offices, direct mail, and in the future, interactive cable television ... agency management may be a skill in one company, direct response marketing, investment management, and ...

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    • 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
  • Annuity Product Development Update
    personnel directors of colleges. A comment on direct response. Historically, at least in my experience ... until recently, there have been no successes in direct marketing of annuities. In fact, there has been ...

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    • Authors: Paul H LeFevre, James Thompson, Paul T Bourdeau
    • Date: Oct 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities
  • Annuity Product Development Update
    stock market had crashed in October 1987. The primary reason for that is the tax law. In 1989 there was ... lot more success selling this product than the direct marketers. Now let's talk about a few of the annuitization ...

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    • Authors: Douglas Doll, John Fenton, Paul H LeFevre, Michael Winterfield
    • Date: Jun 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities
  • Deferred Annuities
    concern about economic volatility. The product's primary appeal was its mortality guarantee, that is, the ... June of 1984. The formation of this group was a direct result of the Baldwin-United situation. The charges ...

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    • Authors: Arthur V Anderson, Christian J DesRochers, Donna Claire, Application Administrator, Paul H LeFevre
    • Date: Apr 1985
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities
  • Single Premium Life and Annuity Products
    We haven't seen any really great successes in direct marketing yet, but I believe that they are also ... components obviously are different, but a lot of care is taken to keep the two totals comparable. The ...

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    • Authors: Douglas French, Patricia Guinn, Paul H LeFevre, Michael Winterfield
    • Date: Oct 1987
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • Annuity Product Developments
    check a year," "Send me a check a quarter," "I don't care if I have to pay taxes on it." And this, to me at ... setting up a reinsurance company and letting the direct writer do all the administration for it. And even ...

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    • Authors: Douglas G Draeseke, Application Administrator, Paul H LeFevre, Thomas Marra
    • Date: May 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities
  • Product Update-Individual Annuities
    word "diligence" is defined to be attention and care by a person. It's the opposite of negligence. The ... analysis phase, which is our quantitative review. The primary source of data for this phase is the NAIC's Statutory ...

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    • Authors: Douglas G Draeseke, Paul H LeFevre, Thomas Marra, Timothy Pfeifer
    • Date: Oct 1991
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities
  • Are Individual Annuities Profitable?
    Are Individual Annuities Profitable? Panelists discuss the profitability of single-premium ... Products sold in other markets, such as 403 (b) and direct (e.g., low-load) may have different features and ...

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    • Authors: Application Administrator, Douglas Doll, John Fenton, Paul H LeFevre
    • Date: Oct 1997
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Individual annuities