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Retail Distribution Perspectives
understanding retail financial services distribution in the United States, including terminology that is relevant ... with the potential customers who might want or need that product or service. The distribution of financial ...- 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
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A Database Marketer’s Dilemma: When To Stop Marketing?
looks at the question, Should the direct mail marketer sell products until the point at which the cost of ... of the NEXT sale exceeds the marketing allowance for the product or until the point at which the AVERAGE ...- Authors: Jay Jaffe
- Date: Jan 2000
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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Incoming Chairperson's Message
Incoming Chairperson's Message News Direct chairperson's column discussing ... future plans, and the new officers of the Marketing and Distribution Section of the Society of Actuaries.- Authors: Andy Ferris
- Date: Jan 2010
- Competency: Professional Values>Practice expertise
- Publication Name: News Direct
- Topics: Actuarial Profession>Professional associations; Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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Evaluating Distribution Channel Options for Individual Insurance Products, Part 1: Agent Channels
Individual Insurance Products, Part 1: Agent Channels The Distribution Channels: Part 1 -- Agent Channels provides ... channels covering a high-level perspective of members and the pros and cons to insurers. By Art Lewis ...- Authors: Art W Lewis
- Date: Aug 2022
- Competency: Strategic Insight and Integration
- Publication Name: News Direct
- Topics: General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Life Insurance>Marketing and distribution - Life Insurance
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Automated Underwriting: A Survey of Life Insurer Experience
Underwriting: A Survey of Life Insurer Experience Discussion of the findings of a survey conducted by ... by Deloitte Consulting on the experience insurers were having with automated underwriting. This survey ...- Authors: Mike Batty
- Date: Jan 2010
- Competency: External Forces & Industry Knowledge>Internal forces and business performance
- Publication Name: News Direct
- Topics: Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
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Optimizing the Prospect's Brand Passage
Optimizing the Prospect's Brand Passage This article discusses how a prospect passes from step to ... to step through the sales process until becoming a customer, and how brand plays a significant role in ...- Authors: Susan Linder
- Date: Jan 2006
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Bridging the Distribution Gap: A Dynamic New Role for Actuaries
Bridging the Distribution Gap: A Dynamic New Role for Actuaries This article defines the distribution ... customer's gap, and distributor's gap in the marketing and sales process. It offers solutions ...- Authors: Walter Rugland, Anand Deo
- Date: Jan 2006
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Reflections on SOA Annual Meeting Panel on e-Commerce—RAD Pioneers Making Mid-Market Inroads
Reflections on SOA Annual Meeting Panel on e-Commerce—RAD Pioneers Making Mid-Market Inroads ... simplified issue underwriting to sell term insurance to the middle market. E-commerce;Simplified issue;Term ...- Authors: Maria Thomson
- Date: Jan 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Keeping Up With Nontraditional
Keeping Up With Nontraditional This article offers ideas on how to simplify the sale of life insurance ... offers ideas on how to simplify the sale of life insurance over the internet. E-commerce;Marketing and ...- Authors: Application Administrator
- Date: Jun 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Market Intelligence for Actuaries with Competiscan
Competiscan What are insurance companies promoting in the market? How are they framing their products and services ... is their value proposition to producers? Members of the SOA Marketing and Distribution section receive ...- Authors: Erika Dochney
- Date: Apr 2024
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Long-term Care