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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  • 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

  • Expense Management Experiences in a Smaller Life Insurance Company

    Expense Management Experiences in a Smaller Life Insurance Company Discussion of expense management in a small life insurance company Illustrations=Illustration actuary=Sales illustration;Life ...

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    • Authors: Peter Hitchcock
    • Date: Nov 2004
    • Competency: External Forces & Industry Knowledge>General business skills; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Small Talk
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance

  • Design and Pricing of Tiered Network Health Plans

    Design and Pricing of Tiered Network Health Plans This article discusses the advantages, logistical concerns, and pricing formulas of implementing a TNHP, in which members pay less for treatment ...

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    • Authors: Peter Horman
    • Date: May 2009
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Health Watch
    • Topics: Economics>Health economics; Health & Disability>Health care quality; Modeling & Statistical Methods
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