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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 of enrollment strategies for your voluntary worksite products is often the single most ...
    • 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
  • Retail Distribution Perspectives

    Retail Distribution Perspectives This article provides a framework for understanding retail financial services distribution in the United States, including terminology that is relevant and ...
    • Authors: Eric Sondergeld
    • Date: May 2014
    • Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • A Perspective on New Products: From Development to Distribution

    A Perspective on New Products: From Development to Distribution Essential elements of success in the life and health insurance industry are good products that are well sold. ; By: Sheila Matheson ...
    • Authors: Sheila Matheson
    • Date: Sep 2012
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Best practices; Life Insurance>Marketing and distribution - Life Insurance
  • How Insurers Can Use Behavioral Economics Approaches to Make Improvements

    There are many ways to actively utilize BE approaches – and implementing these important tools can help insurers in many ways.

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    • Authors: Heidi Alpren, Ruth Potter, Joe Curtin
    • Date: Apr 2025
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Health & Disability; Health & Disability>Disability insurance; Health & Disability>Health insurance; Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Accelerated underwriting
  • Who Will Sell Life Insurance in Five Years

    Who Will Sell Life Insurance in Five Years Discusses possibilities for meeting consumer needs for life insurance in the future, given the shrinkage in agents selling life insurance coupled with ...

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    • Authors: Richard Berry
    • Date: Sep 2006
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • 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 bother blocking out an afternoon appointment. No need to Google Map his office.By Corey ...
    • 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 Services Convergence: Big Bang or a Whimper?

    Financial Services Convergence: Big Bang or a Whimper? Discusses bancassurance in the United States, after providing a brief background about it in Europe. Marketing and distribution; Financial ...

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    • Authors: Jim Toole, Laughton Sherman
    • Date: Dec 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Why Your Last Direct Mail Campaign Flopped...And One Strategy Guaranteed to Produce Better Results With Less Effort

    Why Your Last Direct Mail Campaign Flopped...And One Strategy Guaranteed to Produce Better Results With Less Effort In the face of declining response rates from direct mail campaigns, the author ...

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    • Authors: Jeremiah Desmarais
    • Date: Sep 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Life Insurance Customer Value per Dollar

    Life Insurance Customer Value per Dollar Presenting the customer a measurable value of life insurance that makes the advice process transparent to both the customer and adviser. .small-text { ...

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    • Authors: Ruben John John G Callo
    • Date: Oct 2022
    • Competency: Communication; External Forces & Industry Knowledge; Relationship Management; Technical Skills & Analytical Problem Solving
    • Publication Name: International News
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Evaluating Distribution Channel Options for Individual Insurance Products, Part 2: Call Center and Digital Platform Sales Channels

    Evaluating Distribution Channel Options for Individual Insurance Products, Part 2: Call Center and Digital Platform Sales Channels Overview of call center and digital sales platforms for the ...

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    • Authors: Art W Lewis
    • Date: Oct 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Health & Disability; Life Insurance; Life Insurance>Marketing and distribution - Life Insurance