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  • Retail Distribution Perspectives
    Retail Distribution Perspectives This article provides a framework for understanding retail financial services distribution in the United States, including terminology that is relevant and ...
    • 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 several considerations for D2C ...

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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