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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 ... Insurance Six Feet Apart Redux As part of the SOA’s July 22, 2020, COVID-19 Virtual Symposium, Marketing ...

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    • 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
  • Human-centered Design and the Sales Pitch
    is king. Isn’t that the refrain these days? And it’s hard to argue with it. We have the ability to consume ... analyze data and drill-down on data to a level that’s almost bananas. When it comes to consumer data, technology ...

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    • Authors: Christin Kuretich
    • Date: Oct 2021
    • Competency: Communication; Professional Values; Relationship Management; Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Health & Disability; Health & Disability>Critical illness insurance
  • Evaluating Distribution Channel Options for Individual Insurance Products, Part 2: Call Center and Digital Platform Sales Channels
    Acting as “captive agents,” they sell the insurer’s products without comparisons to their competitors’ ... example, products that are a component of an individual’s financial and retirement planning are less appropriate ...

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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