8I-U - Marketing

Book:Life and Health Marketing (LOMA) - Chapter 3 - REGULATION OF LIFE AND HEALTH INSURANCE MARKETING
Book:Life and Health Marketing (LOMA) - Chapter 5 - PLANNING MARKETING GOALS AND STRATEGIES
Book:Life and Health Marketing (LOMA) - Chapter 6 - ORGANIZING, IMPLEMENTING AND CONTROLLING MARKETING ACTIVITIES
Book:Life and Health Marketing (LOMA) - Chapter 7 - MARKET SEGMENTATION AND TARGET MARKETING
Book:Life and Health Marketing (LOMA) - Chapter 15 - DISTRIBUTION CHANNELS
Book:Marketing for Actuaries (LIMRA) - Chapter I - INTRODUCTION
Book:Marketing for Actuaries (LIMRA) - Chapter II - MARKETING MANAGEMENT OBJECTIVES AND STRATEGIES
Book:Marketing for Actuaries (LIMRA) - Chapter III - MARKET RESEARCH
Book:Marketing for Actuaries (LIMRA) - Chapter IV - TRADITIONAL DISTRIBUTION SYSTEMS
Book:Marketing for Actuaries (LIMRA) - Chapter V - NONTRADITIONAL AND EMERGING DISTRIBUTION SYSTEMS
Book:Marketing for Actuaries (LIMRA) - Chapter VI - MARKETING AND PRICING
Book:Marketing for Actuaries (LIMRA) - Chapter VII - ILLUSTRATION AND DISCLOSURE
Book:Marketing for Actuaries (LIMRA) - Chapter VII - APPENDIX I - MATHEMATICS OF COST COMPARISON APPROACHES
Book:Marketing for Actuaries (LIMRA) - Chapter VII - APPENDIX II - NAIC LIFE INS ILLUSTRATINOS MODEL REGULATION
Book:Study Notes and Published References - Note CIA Education Note - INSURANCE AND ANNUITY ILLUSTRATIONS

Life and Health Marketing (LOMA) - Chapter 3 - REGULATION OF LIFE AND HEALTH INSURANCE MARKETING


Overview
US State Regulation
US Federal Regulation
Canadian Legal Environment

Life and Health Marketing (LOMA) - Chapter 5 - PLANNING MARKETING GOALS AND STRATEGIES


Marketing Management - process of planning, organizing, implementing and controlling a company's marketing activities in order to create effective and efficient exchanges
Marketing Management Process
Types of Planning
Stategic Marketing Planning
Tactical Marketing Planning
The Planning Process
Establishing Objectives
Developing Stategies and Tactical/Action Programs
The Marketing Plan


Life and Health Marketing (LOMA) - Chapter 6 - ORGANIZING, IMPLEMENTING AND CONTROLLING MARKETING ACTIVITIES


Organizing Marketing Operations
Implementing Marketing Strategies
Controlling Marketing Activities
Performance Evaluation

Life and Health Marketing (LOMA) - Chapter 7 - MARKET SEGMENTATION AND TARGET MARKETING


Market Segmentation
Target Marketing

Life and Health Marketing (LOMA) - Chapter 15 - DISTRIBUTION CHANNELS


Overview
Personal Selling Distribution Systems
Financial Institutions Distribution Systems
Direct Response Distribution Systems

Marketing for Actuaries (LIMRA) - Chapter I - INTRODUCTION


Overview


Marketing for Actuaries (LIMRA) - Chapter II - MARKETING MANAGEMENT OBJECTIVES AND STRATEGIES


Overview
Markets
Products
Distribution
Role fo the Actuary

Marketing for Actuaries (LIMRA) - Chapter III - MARKET RESEARCH


Overview
Market Surveys
Sales Surveys (LIMRA primarily)
Other Market Data

Marketing for Actuaries (LIMRA) - Chapter IV - TRADITIONAL DISTRIBUTION SYSTEMS


Overview
Agency-Building Systems
Independent or Non-Agency Building Systems
Elements of Agent Compensation
Levelized Commissions
Estimating the cost of Agent Compenstation
Financing the New Agent
Elements of Field Mgmt Compensation

Marketing for Actuaries (LIMRA) - Chapter V - NONTRADITIONAL AND EMERGING DISTRIBUTION SYSTEMS


Overview
Nontraditional Dist Channels in the Upscale Markets
Nontraditional Dist Channels in the Middle Mkt

Marketing for Actuaries (LIMRA) - Chapter VI - MARKETING AND PRICING


Life Insurance
Annuities
Managing Persistency
Managing Replacements

Marketing for Actuaries (LIMRA) - Chapter VII - ILLUSTRATION AND DISCLOSURE


Competition
Cost Index for Price Comparison
Illustrations as Method of Comparison
Illustration Model Reg and ASOP 24
SelfSupport Test
Lapse-Supported Test
Illustration Assumptions

Marketing for Actuaries (LIMRA) - Chapter VII - APPENDIX I - MATHEMATICS OF COST COMPARISON APPROACHES


Int-Adj Cost Index
Actuaries Index (Canada)
Linton Yield Approach
Internal Rate of Return
Basic Differences Among Cost-Comparison Methods


Marketing for Actuaries (LIMRA) - Chapter VII - APPENDIX II - NAIC LIFE INS ILLUSTRATINOS MODEL REGULATION


Overview
Policies to Be Illustrated
Standards for Basic Illustration
Standards for Supplemental Illustrations
Delivery of Illustration and Record Retention
Annual Report; Notice to PO
Annual Certifications

Study Notes and Published References - Note CIA Education Note - INSURANCE AND ANNUITY ILLUSTRATIONS


Considerations
Guidance
Sources of Info

Copyright © 2004 Steve Welander.
Permission is granted to copy, distribute and/or modify this document under the terms of the GNU Free Documentation License, Version 1.2 or any later version published by the Free Software Foundation; with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts. A copy of the license is included in the section entitled 'GNU Free Documentation License'.