Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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  • Retail Distribution Perspectives

    Retail Distribution Perspectives This article provides a framework for understanding retail financial services distribution in the United States, including terminology that is relevant and ...
    • Authors: Eric Sondergeld
    • Date: May 2014
    • Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Small Policy Purchases by Seniors

    Small Policy Purchases by Seniors The purpose of the article is to discuss the benefits of small policy purchases by seniors, describe the market and distribution for these small face amounts of ...

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    • Authors: Andy Hansen
    • Date: Dec 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Direct Insurance Sales Using Microeconomics - Improving Solicitation Management: Marginal Costs and the Value of New Business

    Direct Insurance Sales Using Microeconomics - Improving Solicitation Management: Marginal Costs and the Value of New Business This is the second installment of an article about using ...

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    • Authors: Robert E Winawer
    • Date: Sep 2002
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: News Direct
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Consumers Online: The Role of the Internet in the Purchase Process

    Consumers Online: The Role of the Internet in the Purchase Process This article discusses the results of a LIMRA survey about the use of the internet by life insurance and annuity consumers.

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    • Authors: Mary M Art
    • Date: Sep 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • NTM Sessions held in Washington, D.C.

    NTM Sessions held in Washington, D.C. This article summarizes two sessions sponsored by the Nontraditional Marketing Section at a recent SOA meeting held in Washington, D.C. One session was ...

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    • Authors: Society of Actuaries
    • Date: Sep 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • New Product Development Tool: The Product/Channel Directory

    New Product Development Tool: The Product/Channel Directory This article introduces The Product/Channel Directory, which provides the combination of products offered and distribution channels for ...

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    • Authors: James B Smith
    • Date: Jun 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Foreign Insurance Investors in Latin America: Can They All Survive and Prosper?

    Foreign Insurance Investors in Latin America: Can They All Survive and Prosper? Latin America has acquired an economically strategic importance in the process of globalization that it did not have ...

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    • Authors: Camilo Salazar
    • Date: Sep 1998
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: International News
    • Topics: Economics>Macroeconomics; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • aYo Ghana and Innovations in Microinsurance

    aYo Ghana and Innovations in Microinsurance Talks about Mobile Insurance innovations for microinsurance to bridge financial inclusion gab. 6442482241 5/1/2018 12:00:00 AM ...

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    • Authors: Francis Gota
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: International News
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Protecting Bradley

    Protecting Bradley This article explores the unique economic and behavioral considerations and challenges in reaching the millennial generation to help them address their life insurance ...

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    • Authors: Stephen Abrokwah
    • Date: Dec 2015
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Why Your Last Direct Mail Campaign Flopped...And One Strategy Guaranteed to Produce Better Results With Less Effort

    Why Your Last Direct Mail Campaign Flopped...And One Strategy Guaranteed to Produce Better Results With Less Effort In the face of declining response rates from direct mail campaigns, the author ...

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    • Authors: Jeremiah Desmarais
    • Date: Sep 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance