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Mobile Technology for the Life Insurance Producer: Is It a Fad or the Future? Carrier-produced apps are becoming the industry standard
originally published in the December 2011 issue of Agent’s Sales Journal. Mobile technology is changing rapidly ... company-supported application is part of every life agent’s cadre of sales tools. Over the years, the industry ...- Authors: Karen Monks
- Date: Sep 2012
- Competency: Communication>Difficult message delivery; Communication>Written communication; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: News Direct
- Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>Software
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A Portfolio Approach to Retirement Income Security
of their Social Security benefits or buying an annuity, but in the process, they’ll reduce the amount ... dividend income • Buying a guaranteed lifetime annuity from an insurance com- pany (think of it as a ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
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How to Turn Suspects Into Prospects
sales and accelerate the growth of your business. Let’s start with the end. You actually have prospects when: ... You are talking to decision-makers; Your company’s products/services are potential solutions to the clients’ ...
- Date: May 2017
- Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Innovators & Entrepreneurs
- Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
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The Importance of Your Worksite Enrollment Strategies in Understanding Risk
ideal. Why does access matter? From the Employer’s perspective Offers a forum to cover any important ... need to pay for certain benefits. From the Employee’s perspective Leads to better understanding of all benefits ...
- 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
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Designing and Communicating Retirement Plans for "Humans"
in their DC plans, offering both investing and annuity solutions, and integrating with Social Security ... income from Social Security, pensions and/or an annuity, optimal solu- tions would invest remaining assets ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation
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The Sustainability of the New American Entitlement: Actuarial Values and the ACA
ENTITLEMENTS While not necessarily comprehensive, the table below illustrates a history of major entitlement ... legislation in the United States. As suggested in the table, American public assistance and social insurance ...- Authors: Gregory Fann
- Date: Sep 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Change management; Leadership>Influence; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: In The Public Interest
- Topics: Economics>Behavioral economics; Economics>Financial markets; Health & Disability>Health insurance; Health & Disability>Public financing - Health & Disability