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Marketing and Distribution: Who Sells and Distributes
NewsDirect July 2020 Copyright © 2020 Society of Actuaries. All rights reserved. NEWSDIRECT | 4 ... JULY 2020 NEWSDIRECT DISTRIBUTION HIERARCHY Among the common terms defined below related to who sells ...- Authors: Nickolas Ortner
- Date: Jul 2020
- Competency: Communication
- Publication Name: News Direct
- Topics: Life Insurance
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Marketing and Distribution: Compensation for Sellers and Distributors
Compensation for Sellers and Distributors Building on our previous newsletter article (“Who Sells and Distributes”) ... confusing or misunderstood. In this article, we focus on seller and distributor compensation, which includes ...- Authors: Nickolas Ortner, Brendan Costello
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Health & Disability; Life Insurance>Marketing and distribution - Life Insurance
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DTC: Direct-to-Consumer, Definitions to Conclusions
consumer definition(s) of DTC to establish a collective understanding for the affected parties. Understand ... tactics and strategies. Use the agreed-upon baseline and understanding of DTC’s importance to establish ...- Authors: Nickolas Ortner
- Date: Sep 2019
- Competency: Communication; External Forces & Industry Knowledge; Relationship Management; Strategic Insight and Integration
- Topics: FinTech & InsurTech; FinTech & InsurTech>Customer acquisition; FinTech & InsurTech>Customer relationship management
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The Stepping Stone Newsletter, April 2001, Issue No. 6
The Stepping Stone Newsletter, April 2001, Issue No. 6 Full version of The Stepping Stone Newsletter ...- Authors: James R Trefz, Chris Ruckman, Nickolas Ortner
- Date: Apr 2001
- Publication Name: The Stepping Stone
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Selling Insurance Six Feet Apart Redux
Selling Insurance Six Feet Apart Redux As part of the SOA’s July 22, 2020, COVID-19 Virtual Symposium ... marketing processes, challenges, and opportunities for the product spaces noted 10/2/2020 12:00:00 AM ...- Authors: Nickolas Ortner
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: News Direct
- Topics: Health & Disability; Life Insurance>Marketing and distribution - Life Insurance
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2022-deal-no-deal-prof-nonnegotiable
Investigate the importance of collaboration with accounting, underwriting, sales, marketing and other ...- Authors: Michael Prendes, Nickolas Ortner
- Date: Jul 2023
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Actuarial Profession; Health & Disability; Life Insurance; Public Policy; FinTech & InsurTech
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MaD’s 2020 Vision and Beyond: Content and Distribution
Copyright © 2020 Society of Actuaries. All rights reserved. NEWSDIRECT | 2 MARKETING & DISTRIBUTION ... firms in the financial services industry are currently us- ing these tools, and also create line of sight ...- Authors: Nickolas Ortner, Michael Prendes
- Date: May 2020
- Competency: Communication
- Publication Name: News Direct
- Topics: Actuarial Profession; Predictive Analytics
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2023-deal-no-deal-prof-nonnegotiable
Learn through examples how actuaries working in traditional and nontraditional actuarial roles ... collaborating with other professionals. Examples of these professionals include regulators, accounting ...- Authors: Nickolas Ortner
- Date: Sep 2023
- Competency: Professional Values
- Topics: Actuarial Profession
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2023-deal-no-deal-prof
Learn through examples how actuaries working in traditional and nontraditional actuarial roles ... collaborating with other professionals. Examples of these professionals include regulators, accounting ...- Authors: Nickolas Ortner, Tiana Zhao, Art W Lewis
- Date: May 2024
- Competency: Professional Values
- Topics: Actuarial Profession