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Chairperson’s Corner—Emerging Content and Opportunities
Content and Opportunities Chairperson description of current MaD section activity and upcoming webcasts ... By Nick Ortner NewsDirect, October 2021 As part of the section’s efforts to foster research, innovation ...- 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
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Marketing and Distribution: Service/Support and Regulatory Oversight of Sales and Distribution
Regulatory Oversight of Sales and Distribution Continuing our series related to the exposition of distribution ... unclear or misunderstood, our focus in this article is on critical service and support components for sales ...- 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
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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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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