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  • DOL Fiduciary Regulation - Where are We Now?
    DOL Fiduciary Regulation - Where are We Now? This article provides an update on Department ... article provides an update on Department of Labor's fiduciary regulation for retirement plans/investors ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
  • Insurance Brokerage Fee Income Among Bank Holding Companies In 2008
    was the complete removal, starting in 2007, of annuity commissions not earned via securities units from ... totals over the last two years. Combining BHC annuity commissions with insurance brokerage income, total ...

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    • Authors: Michael D White
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Bank Insurance Marketing to the Middle Market Consumer
    64 as the middle market and estimates 41 million U.S. HH fall into this category. President Obama's ... pricing. To my knowledge there is no insurer in the U.S. bank market using their instant underwriting decision ...

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    • Authors: Carmen F Effron
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>E-commerce