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Upcoming Professionalism Webinar—Your Credentials are There, Whether You Rely on Them or Not
There, Whether You Rely on Them or Not A description of an EAS-sponsored webinar certified to count toward ... Webinar;Professionalism;Traditional actuaries By Nick Ortner The EAS is finalizing plans to present a professionalism ...- Authors: Nickolas Ortner
- Date: Feb 2016
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Ethical standards; Professional Values>Practice expertise
- Publication Name: The Independent Consultant
- Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Code of Conduct; Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice
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Marketing and Distribution: Compensation for Sellers and Distributors
Marketing and Distribution: Compensation for Sellers and Distributors Building on ... customer-facing sales experts and separate allowances for the entities supporting those experts 10/2/2020 12:00:00 ...- 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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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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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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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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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