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  • Retail Distribution Perspectives
    understanding retail financial services distribution in the United States, including terminology that is relevant ... with the potential customers who might want or need that product or service. The distribution of financial ...
    • Authors: Eric Sondergeld
    • Date: May 2014
    • Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • 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 perspective of direct-to-consumer, defines what it is, and offers ...

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    • 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