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

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  • Agent Compensation and Expense Issues
    Agent Compensation and Expense Issues Presented at May 2002 Spring Meeting. Discusses industry trends in agent compensation with the intent of retaining and attracting the better performing ...

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    • Authors: Gaetan Nicolas, John F Bevacqua, Steeve Jean, Michael Herman
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Expenses - Annuities; Annuities>Marketing and distribution - Annuities; Life Insurance>Expenses - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report Only
    Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report Only This report summarizes the results of a Delphi study to identify and debate possible new ...

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    • Authors: Society of Actuaries
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
  • Individual Deferred Annuity Sales
    Individual Deferred Annuity Sales This is a table from an article in The Actuary Magazine entitled A Strategic Analysis of the US Life Insurance Industry Part II: Products. Deferred ...

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    • Authors: Narayan S Shankar
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Marketing and distribution - Annuities
  • Discussion - Commission Rates
    Discussion - Commission Rates This discussion seeks to determine if: 1. Is there justification for paying higher rates of commissions to experienced agents? 2. Is grading of commission ...

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    • Authors: Ben J Helphand, Ernest J Moorhead, Charles F Pestal, John R Taylor, Christopher H Wain, Charles F B Richardson, George Ryrie, Alexander Marshall, Garnett E Cannon, Thomas B Morrison, Pearce Shepherd, Clarence H Tookey, Leslie A Cannon
    • Date: Jan 1961
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Direct Marketing: Part 1—Analysis of Solicitations
    Direct Marketing: Part 1—Analysis of Solicitations This article covers measurement of key actions by presenting an approach to the analysis of direct-mail insurance solicitations. Marketing and ...

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    • Authors: H Lund
    • Date: Apr 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Insurance Brokerage Fee Income Among Bank Holding Companies In 2008
    Insurance Brokerage Fee Income Among Bank Holding Companies In 2008 Discussion of what bank holding companies earned in insurance brokerage fee income in 2008. Marketing and distribution; ...

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    • Authors: Michael D White
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • DOL Fiduciary Regulation - Where are We Now?
    DOL Fiduciary Regulation - Where are We Now? This article provides an update on Department of Labor's fiduciary regulation for retirement plans/investors focusing on a July 2017 request ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
  • Fixed Annuities in a Low Interest Rate Environment
    Fixed Annuities in a Low Interest Rate Environment Discussion of how the weak equity environment has led to a growth in the sale of fixed annuities and fixed account allocations within variable ...

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    • Authors: Susan Saip
    • Date: Apr 2003
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Marketing and distribution - Annuities
  • Around the World: South Korea – Insurance: As Seen on TV?
    Around the World: South Korea – Insurance: As Seen on TV? International case study discussing an innovative distribution method in South Korea. Marketing and distribution 4294995502 2/1/2013 12: ...

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    • Authors: Greg Becker
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities
  • Research In Agency Operations
    Research In Agency Operations This discussion at the SOA 1968 Philadelphia Regional Meeting looks at research on agency operations and actuarial involvement. Commissions;Lapse rates=Lapses; ...

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    • Authors: Floyd T Beasley, John M Bragg, J Stanley Hill, Harold G Ingraham, Robert H Jordan, Meno T Lake, Ernest J Moorhead, Charles F Pestal, William J Rushton, William M Snell, Thomas C Sutton, F Gilbert Swanson, William White, Charles Connolly, Archibald H McAulay, Neil W Macintyre, Alfred G. Whitney
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance