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  • NTM Sessions at Annual SOA Meeting Offer Something for Everyone

    NTM Sessions at Annual SOA Meeting Offer Something for Everyone NTM Sessions at Annual SOA Meeting Offer Something for Everyone by Carl E. Meier from NewsDirect Newsletter, Summer 1999, Issue No.

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    • Authors: Carl Meier
    • Date: Jun 1999
    • Publication Name: News Direct

  • Chairperson's Corner - We're More Than Just MaD

    Chairperson's Corner - We're More Than Just MaD Welcome to our first full year as the Marketing and Distribution (MaD) Section. As the incoming chair, I’d like to thank the section ...

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    • Authors: Van Beach
    • Date: Jan 2006
    • Publication Name: News Direct

  • Optimizing the Prospect's Brand Passage

    Optimizing the Prospect's Brand Passage This article discusses how a prospect passes from step to step through the sales process until becoming a customer, and how brand plays a significant ...

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    • Authors: Susan Linder
    • Date: Jan 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance

  • Who Will Save Life Insurance in Five Years?

    Who Will Save Life Insurance in Five Years? The author reviews trends in the advisor marketplace, a broader view than just traditional life insurance agents. He encourages life insurance ...

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    • Authors: Richard Berry
    • Date: Sep 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: 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

  • Engagement of the Enrolled Actuary on Behalf of All Plan Participants:Where’s the Engagement?

    Engagement of the Enrolled Actuary on Behalf of All Plan Participants:Where’s the Engagement? This article reviews the responsibilities undertaken by Enrolled Actuary and highlights compliance ...

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    • Authors: Theodore W Konshak
    • Date: Apr 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Pension legislation and regulation

  • A New Pension Accounting Standard for Multinational Companies

    A New Pension Accounting Standard for Multinational Companies This article describes a new pension accounting standard for multinational companies and compares its provisions to those of the U.S.

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    • Authors: Dennis M Polisner
    • Date: Apr 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Global Perspectives; Pensions & Retirement>Pension accounting

  • SAVER Summit Looks at Retirement Needsand Savings Plans

    SAVER Summit Looks at Retirement Needsand Savings Plans SAVER Summit Looks at Retirement Needs and Savings Plans by Anna M. Rappaport from Pension Section News, August 1998, Issue No. 37.

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    • Authors: Anna M Rappaport
    • Date: Aug 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Public Policy

  • Retirement Age - Increasing or Phasing Out?

    Retirement Age - Increasing or Phasing Out? An article that highlights the paper Retirement Trends and Patterns in the 1990s: The End of an Era? The trend toward earlier retirement is documented ...

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    • Authors: Society of Actuaries
    • Date: Aug 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Assumptions and methods
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