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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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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 ...
- 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