Announcement: SOA releases May 2025 EA1, EA2L, and P Exams passing candidate numbers

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  • The Salesman Who Doesn’t Sell

    The Salesman Who Doesn’t Sell Want to do business with agent Brian Greenberg? Drop that telephone. Don’t bother blocking out an afternoon appointment. No need to Google Map his office.By Corey ...
    • Authors: C Joseph Dahl
    • Date: Sep 2013
    • Competency: Communication>Difficult message delivery; Communication>Oral communication; Communication>Written communication; Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>Analytics and informatics; Technology & Applications>E-commerce
  • Tips for Working with your Female Clients

    Tips for Working with your Female Clients As an actuarial consultant, you’ve probably had a lot of experience working with men. However, are you prepared to meet the needs of your female clients? ...
    • Authors: Kathleen Burns Kingsbury
    • Date: Nov 2013
    • Competency: Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • The Interstate Compact: Speeding Up Speed-To-Market

    The Interstate Compact: Speeding Up Speed-To-Market Speed to market. Consistency of product features across regions. Improving both are common goals of insurance distributors. ; By PW Calfas ...
    • Authors: PW Calfas
    • Date: Sep 2012
    • Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Best practices