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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  • Chairperson’s Corner: When Change Happens All At Once

    Chairperson’s Corner: When Change Happens All At Once Chairman’s corner addressing the many recent external events which have impacted the level of trust in the insurance industry and how this ...

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    • Authors: Robert Stone
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Marketing to Women:Where Have All the Single Women Gone?

    Marketing to Women:Where Have All the Single Women Gone? This is an article about single women and marketing to them. Marketing and distribution; 9987 3/1/2006 12:00:00 AM ...

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    • Authors: Barbara Stahlecker
    • Date: Mar 2006
    • Competency: Communication; Relationship Management
    • Publication Name: Long-Term Care News
    • Topics: Annuities>Marketing and distribution - Annuities; Demography>Gender factors; Life Insurance>Marketing and distribution - Life Insurance
  • COVID and Its Impact on the Life Insurance Sales Process

    COVID and Its Impact on the Life Insurance Sales Process This article is a summary of interviews that were conducted with independent life insurance agents earlier this summer that describes ...

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    • Authors: Bruce Edward Fuller
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Environment
  • To Infinity and Beyond! The Future of Insurance

    To Infinity and Beyond! The Future of Insurance The article offers a discussion about future products, distribution, insurance laws, and contracts. Some ideas might not be possible today, but it ...

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    • Authors: Application Administrator
    • Date: Jan 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Health & Disability; Life Insurance>Marketing and distribution - Life Insurance
  • Direct Insurance Sales Using Microeconomics

    Direct Insurance Sales Using Microeconomics Essay of using microeconomics and Embedded Value concepts to evaluate direct marketing programs. Acquisition expenses;Annuity reserves;Embedded value; ...

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    • Authors: Robert E Winawer
    • Date: May 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
  • Academics Confirm Wisdom of Customer Lifetime Value

    Academics Confirm Wisdom of Customer Lifetime Value This article discusses customer lifetime value CLV programs for insurance companies and their benefits. Acquisition expenses;Lapse ...

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    • Authors: Jay Jaffe
    • Date: May 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Mail with Attitude to Maximize Marketing ROI

    Mail with Attitude to Maximize Marketing ROI This article summarizes a presentation for the Professional Insurance Marketing Association PIMA discussing the need to better understand the direct ...

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    • Authors: PETER BENNETT STEIN, Sandy McCray
    • Date: Jan 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Challenges of Product Development within Middle Markets

    Challenges of Product Development within Middle Markets This article discusses the issues of meeting the life insurance needs of the middle market. Commissions;Marketing and distribution;Middle ...

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    • Authors: Brian Grigg
    • Date: Jan 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Expected Returns on Indexed Credits

    Expected Returns on Indexed Credits Proposes alternatives for estimating the long term interest returns in Indexed Universal Life products. Defends expected return of 20%-45% on hedge budgets.

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    • Authors: Gary Hatfield
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Risks & Rewards
    • Topics: Actuarial Profession>Professional associations; Finance & Investments>Derivatives; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance
  • Company Profitability and Risk Dashboards--A Tool in the Understanding and Management of Risk, Part 1

    Company Profitability and Risk Dashboards--A Tool in the Understanding and Management of Risk, Part 1 The article is Part 1 of two articles that provide a case study for the development of a ...

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    • Authors: Marianne C Purushotham, Mark Birdsall
    • Date: Sep 2016
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Internal forces and business performance; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data>Mortality; Life Insurance>Marketing and distribution - Life Insurance; Predictive Analytics