Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Health Section News, April 2000, Issue No. 37
    ......................15 What Is the Unified Valuation System (UVS) and What Are its Origins? by Donna ... credibil-ity of data upon which webase pricing, valuation, and other product management decisions. The importance ...

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    • Authors: Richard A Kipp, Jeffrey Miller, Bernard Rabinowitz, James Robinson, Patrick J Dunks, Donna C Novak, Stacey Muller, Theresa Resnick, Gerry Smedinghoff, John Ragan, Nickolas Ortner, Robert Brown
    • Date: Apr 2000
    • Publication Name: Health Watch
  • Marketing and Distribution: Compensation for Sellers and Distributors
    the agent in a variety of ways, summarized in Table 1 and detailed in the fol- lowing paragraphs. Marketing ... items we may have omitted or defined incompletely. Table 1 Agent Commission Structures Commission Description ...

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    • 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
  • Buy-Sell Agreements: Taking Care of the Eight Ds
    recommendations and the personal experiences of individual members. The dynamic list changes and expands ... as a resource of recommended vendors based on individual referrals by EAS members. Modest Requirements ...
    • Authors: Nickolas Ortner
    • Date: Feb 2012
    • Publication Name: The Independent Consultant
  • Chairperson’s Corner—Emerging Content and Opportunities
    Chairperson’s Corner—Emerging Content and Opportunities Chairperson description of current MaD ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...

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    • Authors: Nickolas Ortner
    • Date: Oct 2021
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Relationship Management; Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Actuarial Profession
  • Timeless Thinking—The Art of War, by Sun Tzu
    other side. Forces emphasizes the use of team and individual skill assessment, creativity and timing in building ... and utilize combined energy.” E&I takeaway: No individual can drive success alone, nor should leaders expect ...
    • Authors: Nickolas Ortner
    • Date: May 2018
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism
  • Marketing and Distribution: Service/Support and Regulatory Oversight of Sales and Distribution
    should this article be solely relied upon by any individual or firm. Sales and Distribution Service/Support ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...

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    • Authors: Nickolas Ortner, Brendan Costello
    • Date: May 2021
    • Competency: Communication; External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Management skills; Actuarial Profession>Professional development; FinTech & InsurTech
  • Started, or Thinking of Starting, a Business: What We Heard from You!
    Started, or Thinking of Starting, a Business: What We Heard from You! One of the goals ... not quite ready to completely retire) drove the individual to action; and Repeated encouragement from clients ...
    • Authors: Nickolas Ortner, Carlos Sanchez-Fuentes
    • Date: Aug 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • APCs - They’ll Change OutpatientHospital Contracting
    ......................15 What Is the Unified Valuation System (UVS) and What Are its Origins? by Donna ... pro- posed APC system pays hospitals based on individual services performed. Except for the packaged ancillary ...

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    • Authors: Patrick J Dunks, Nickolas Ortner
    • Date: Apr 2000
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Health Watch
    • Topics: Social Insurance>Medicare
  • DTC: Direct-to-Consumer, Definitions to Conclusions
    for insurance, Table 1 summarizes one understanding of the DTC spectrum using the Table 1 DTC Spectrum: ... of carrier, distributor, and consumer activity. Table 1 also provides estimates of involvement by those ...

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    • 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
  • Selling Insurance Six Feet Apart Redux
    Selling Insurance Six Feet Apart Redux As part of the SOA’s July 22, 2020, COVID-19 Virtual ... Bruce Fuller • Group Benefits: Mike Prendes • Individual Health: Nick Ortner Building on (and independent ...

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    • 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