Archive for June 2023
1967 – SOA – New Company Problems, Society of Actuaries – 38p
1967 – SOA – New Company Problems, Society of Actuaries – 38p 1967 – SOA – New-Company Problems, Society of Actuaries – 38p (p-1) – C. David Stilletto: It could be said that there are two basic ways to acquire a sales force… … one is to build your own … and the other is to buy trained…
Read MoreLife Insurance and Mutual Funds
Life Insurance and Mutual Funds One company that I know of has now become very successful in selling a package of mutual funds and permanent life insurance. It is a life paidup-at-65 contract. — C. David Silletto 1967 – SOA – New-Company Problems, Society of Actuaries – 38p 1976 – LR – Marketing Mutual Funds and Individual…
Read MoreCoupon Policies
Coupon Policies The other approach to building your own sales force, in contrast to this full-scale approach, would be the specialized approach. This could be specializing either by product line or by geographical area. By product line, we mean basically what we all have called “special policies.” Here you can teach the newly recruited man…
Read MoreSpecial Policies
Special Policies 1953 – SOA – Agency Problems–Resulting From Special Policies, Society of Actuaries – 3p
Read MoreSmall Companies
Small Companies Bill Britton: On the flip side, there are opportunities for companies to be product manufacturers and to distribute their products through other companies. This could be a symbiotic relationship that could benefit everyone. MR. SILKES: Bill, you just formalized what has existed for the small companies since 1963. MR. BRITTON: The arrangements are…
Read MoreSpecialty Policies
Specialty Policies 1953 – SOA – Agency Problems–Resulting From Special Policies, Society of Actuaries – 3p 1963 – LR – Regulation of Speciality Policies in Life Insurance, by Spencer L. Kimball and Jon S. Hanson, 62 Michigan Law Review 167 – 93p 1979 0710 – NP – St. Cloud Times from Saint Cloud, Minnesota on July 10, 1979 …http://sctimes.newspapers.com…
Read MoreMarket Regulation Certification Working Group – (D) – NAIC
Market Regulation Certification Working Group – (D) – NAIC content.naic.org/cmte_d_mra_wg.htm Market Regulation Certification Working Group – (D) – NAIC 2023 0509 (Draft) – NAIC – Voluntary Market Regulation Certification Program Self-Assessment Guidelines, and Checklist Tool – 30p Voluntary Market Regulation Certification Program Documents requirements guidelines checklist scorecard 2023 0509 – NAIC – Market Regulation Certification Working…
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