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Evaluating Distribution Channel Options for Individual Insurance Products, Part 1: Agent Channels
easily ask about the purpose of the request—the client’s financial needs. As a result, the client may determine ... the client, such as survivorship benefits on an annuity. Due to the trust and personal relationship, agents ...- 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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MaD Happenings - Newsdirect Issue 74
co-sponsoring the following sessions at the SOA Life and Annuity Symposium in Seattle, May 8–9. Please see the meeting ... [https://www.soa.org/ prof-dev/events/2017-Life---Annuity-Symposium/] • Session 2 Networking Event: Dinner ...- Authors: Society of Actuaries
- Date: May 2017
- Publication Name: News Direct
- Topics: Annuities>Marketing and distribution - Annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Life Insurance>Marketing and distribution - Life Insurance
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Direct to Consumer: What Does it Mean for Financial Services
Direct to Consumer: What Does it Mean for Financial Services This article provides a contemporary ... or otherwise a poor fit for the chosen D2C market(s). Companies must remember that—unlike most products ...- Authors: Eric Sondergeld, Patrick T Leary
- Date: May 2017
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Annuities>Marketing and distribution - Annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Life Insurance>Marketing and distribution - Life Insurance