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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  • Death-Benefit-Focused UL

    Death-Benefit-Focused UL Discussion of growth in popularity of UL products designed to focus on the guarantee of death benefit protection rather than cash value accumulation and some of the ...

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    • Authors: Michael Joseph Burns
    • Date: Apr 2003
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance
  • What Do Cedants Really Want From Reinsurers? A mostly qualitative response.

    What Do Cedants Really Want From Reinsurers? A mostly qualitative response. Discussion of a survey of ceding life insurance companies dealing with what they desire from their reinsurers. Life ...

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    • Authors: Rick Flaspohler
    • Date: Aug 2003
    • Competency: Relationship Management>Relationships and trust
    • Publication Name: Reinsurance News
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • How to Get Nihilist Consumers to Listen

    How to Get Nihilist Consumers to Listen This article is about how to get the attention of consumers when they are inundated with material throught the various media. E-commerce;Marketing and ...

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    • Authors: Steve Fedele
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>E-commerce
  • The Trouble with Worksite Marketing

    The Trouble with Worksite Marketing This article is based on a presentation made by Ron Kleiman at the Annual Conference of the Professional Insurance Marketing Association PIMA regarding the ...

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    • Authors: Ron Kleiman
    • Date: Sep 2005
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Bank Insurance Marketing to the Middle Market Consumer

    Bank Insurance Marketing to the Middle Market Consumer Discussion of the selling of life insurance to the middle income market through banks and with the support of new technologies and ...

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    • Authors: Carmen F Effron
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>E-commerce
  • Reflections on SOA Annual Meeting Panel on e-Commerce—RAD Pioneers Making Mid-Market Inroads

    Reflections on SOA Annual Meeting Panel on e-Commerce—RAD Pioneers Making Mid-Market Inroads This article discusses using simplified issue underwriting to sell term insurance to the middle ...

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    • Authors: Maria Thomson
    • Date: Jan 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Direct Marketing:The Mathematics of Tests

    Direct Marketing:The Mathematics of Tests This article presents the mathematics for evaluating direct marketing test programs. Marketing and distribution;Statistical methods; 10049 6/1/1999 12:00 ...

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    • Authors: H Lund
    • Date: Jun 1999
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Worksite Marketing — A Channel Whose Time Has Come?

    Worksite Marketing — A Channel Whose Time Has Come? This article gives an overview of the worksite marketing/volutary products market and addresses the pros and cons of this marketing approach.

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    • Authors: UNKNOWN Mark L Trencher
    • Date: Oct 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Health & Disability; Life Insurance>Marketing and distribution - Life Insurance
  • Promotional Cards: An Old Dog Learns Some New Tricks

    Promotional Cards: An Old Dog Learns Some New Tricks This article discusses Promotional Cards, how they have become an integral part of so many direct mail marketing programs, and how new ...

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    • Authors: Bill Spink
    • 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
  • Analyzing Direct Marketing Business Alternatives Using a “Value” Approach

    Analyzing Direct Marketing Business Alternatives Using a “Value” Approach This article describes some of the traditional profit measurement standards for direct marketing and then presents a more ...

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    • Authors: Jay Jaffe, David S Lee
    • Date: Apr 1998
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: News Direct
    • Topics: Health & Disability; Life Insurance>Pricing - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance