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  • The Importance of Your Worksite Enrollment Strategies in Understanding Risk
    The Importance of Your Worksite Enrollment Strategies in Understanding Risk Understanding the intricacies ... intricacies of enrollment strategies for your voluntary worksite products is often the single most important ...
    • Authors: DALE ANDREW NICHOLSON
    • Date: Sep 2013
    • Competency: Communication>Difficult message delivery; Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • How to Turn Suspects Into Prospects
    VP of sales that took place after a call. I was a young, excitable sales rep. As I recounted the call ... react when you posed the question what happens to your business if you don’t address the problem? Oops. I ...
    • Date: May 2017
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Reinsurance Treaty Issues
    Treaty Issues From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23 ... · Insolvency wording of the direct company and of the reinsurer · Are the reinsurer rates guaranteed ...

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    • Authors: Johanna B Becker, Gordon Gibbins, Joseph F Kolodney, Denis W Loring, Edward F McKernan, Melville J Young, Bruce J Bohlman, Connie Walker, Monte J Lightner
    • Date: Jun 2000
    • Competency: Relationship Management>Relationships and trust; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy; Reinsurance>Life reinsurance
  • The Salesman Who Doesn’t Sell
    The Salesman Who Doesn’t Sell Want to do business with agent Brian Greenberg? Drop that telephone. Don’t ... appointment. No need to Google Map his office. View the rest of this article. 4294999325 9/1/2013 12:00:00 ...
    • Authors: C Joseph Dahl
    • Date: Sep 2013
    • Competency: Communication>Difficult message delivery; Communication>Oral communication; Communication>Written communication; Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>Analytics and informatics; Technology & Applications>E-commerce
  • Financial Underwriting, Why Bother?
    Why Bother? Discussion of the need for financial underwriting and some history on industry practices. ... discussion of how communications should take place between the underwriter and financial advisor to the insurance ...

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    • Authors: Ross Morton
    • Date: Jul 2010
    • Competency: Relationship Management>Relationships and trust; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Reinsurance News
    • Topics: Life Insurance>Underwriting - Life Insurance
  • Insurance for the Underserved: Lessons About Human Behavior From the Field
    Insurance for the Underserved: Lessons About Human Behavior From the Field Nonprofit ideas shares lessons ... lessons from the field about how a better understanding of underserved consumers can lead to better product ...

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    • Authors: Kathy Davis, Manasee Desai
    • Date: Sep 2018
    • Competency: Relationship Management>Relationships and trust; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Economics>Behavioral economics
  • Modified Endowment Contract Correction Procedure: To Remediate or Not to Remediate
    to Remediate From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23 ... This discussion reviews the need for and a process for remediation of errors made with respect to ...

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    • Authors: Jeffrey M Robinson, David Miller, Irene Price
    • Date: Jun 2000
    • Competency: Relationship Management>Relationships and trust; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy