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Guaranteed Uncertainty Socioeconomic Influences on Product Development and Distribution in the Life Insurance Industry
......................................... 37 Direct Response ..................................... ... Figure 7 — Employer Response to Escalating Health Care Costs Over the Next Three to Five Years .......- Authors: Society of Actuaries, Application Administrator
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Annuities>Marketing and distribution - Annuities; Economics; Life Insurance>Marketing and distribution - Life Insurance
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NewsDirect September 2015 Issue
Ashley Mehrer 2 | SEPTEMBER 2015 NEWS DIRECT News Direct 2015 SECTION LEADERSHIP Officers Scott ... a Story By Nathan Worrell SEPTEMBER 2015 NEWS DIRECT | 3 CONTINUED ON PAGE 4 Stories are powerful ...- Authors: Society of Actuaries
- Date: Sep 2015
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: News Direct
- Topics: Annuities>Marketing and distribution - Annuities
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Tailoring Products and Services for the Bancassurance Market
Tailoring Products and Services for the Bancassurance Market From a session at the annual meeting ... Disability insurance;Global markets;Long-term care insurance=LTCI;Marketing and distribution;Product ...- Authors: Maria Thomson, Belinda Monat, Alan Wade
- Date: Oct 2000
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
Insurer represented that the sole annuitant is the “primary annuitant” within the meaning of Section 72(s)(6)(B) ... Insurer represented that the sole annuitant is the “primary annuitant,” as in the Grantor Trust Scenario.- Authors: Eric Lanning, Bryan W Keene
- Date: Nov 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Payout annuities; Public Policy; Annuities>Deferred annuities
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Manufacturing Arrangements
Health Insurance Association of America Long-Term Care Task Force and has served as Secretary to the Chicago ... Medicare supplement, and more recently, long-term care. But, Bankers does provide a very full line of health ...- Authors: Paul Janus, Susan C Morisato, Raymond A Sadler
- Date: Apr 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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To Grow The Business - Distribution At Center Of Life Insurers' New Customer Focus
area. Jacobson at Travelers noted, “This is the primary business environment change. For the first time ... Internet is probably the biggest change — getting direct sales, generating leads, providing faster information ...- Authors: Jacqueline Bitowt
- Date: Jun 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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The Customer is King
have some specialty expertise in marketing and direct response business. So we've kept them as stand-alone ... the marketing of products to the customers in a direct manner, which requires a very specialized expertise ...- Authors: Garth A Bernard, Michael Kaster, Lynn D Davis, Novian Junus
- Date: Oct 2000
- Competency: Relationship Management>Team leadership; Strategic Insight and Integration>Effective decision-making
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities
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The Marketing Front
has authored the SOA study note titled "Pric- ing Direct Response Insurance Programs." MR. H. MICHAEL SHUMRAK: ... already in place at Fidelity Investments. The primary focus of my comments is going to be more aimed ...- Authors: Thomas Marra, H Shumrak, Richard D Jameison
- Date: May 1993
- Competency: Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance
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Military Marketing: Not Just Taking Orders
all these associations work with one particular direct writer. Military Benefit Association is underwritten ... to each market is needs-based. We have three primary target areas of emphasis: military, federal, and ...- Authors: James A Robinson, Gregory T Taylor, Manley Denton
- Date: Jun 1998
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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Evaluating Financial Aspects Of Different Distribution Systems
first year lapse rate was quite good relative to direct general agency business. By the way, our agency ... generates an extra company allowance relative to direct GA business. Since we are not about to differentiate ...- Authors: Jay Jaffe, William C Koenig, James Merwald, John David Moorhouse, James Van Elsen
- Date: May 1986
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance