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  • Marketing and Distribution: Service/Support and Regulatory Oversight of Sales and Distribution
    Regulatory Oversight of Sales and Distribution Continuing our series related to the exposition of distribution ... distribution, accompanied by a summary of the regulatory oversight of insurance sellers and distributors ...

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    • Authors: Nickolas Ortner, Brendan Costello
    • Date: May 2021
    • Competency: Communication; External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Management skills; Actuarial Profession>Professional development; FinTech & InsurTech
  • From The EAS Chairperson: Service and Change Are the Continued Emphasis
    From The EAS Chairperson: Service and Change Are the Continued Emphasis The cross-section of articles ... articles in this edition of The Independent Consultant continue to build on the themes of "service" and "change" ...
    • Authors: Nickolas Ortner
    • Date: Aug 2014
    • Competency: Communication; External Forces & Industry Knowledge>General business skills; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • Chairperson’s Corner—Emerging Content and Opportunities
    Content and Opportunities Chairperson description of current MaD section activity and upcoming webcasts ... By Nick Ortner NewsDirect, October 2021 As part of the section’s efforts to foster research, innovation ...

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    • Authors: Nickolas Ortner
    • Date: Oct 2021
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Relationship Management; Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Actuarial Profession
  • Marketing and Distribution: Who Sells and Distributes
    NewsDirect July 2020 Copyright © 2020 Society of Actuaries. All rights reserved. NEWSDIRECT | 4 ... JULY 2020 NEWSDIRECT DISTRIBUTION HIERARCHY Among the common terms defined below related to who sells ...

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    • Authors: Nickolas Ortner
    • Date: Jul 2020
    • Competency: Communication
    • Publication Name: News Direct
    • Topics: Life Insurance
  • 2022-deal-no-deal-prof-nonnegotiable
    Investigate the importance of collaboration with accounting, underwriting, sales, marketing and other ...

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    • Authors: Michael Prendes, Nickolas Ortner
    • Date: Jul 2023
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Health & Disability; Life Insurance; Public Policy; FinTech & InsurTech
  • DTC: Direct-to-Consumer, Definitions to Conclusions
    consumer definition(s) of DTC to establish a collective understanding for the affected parties. Understand ... tactics and strategies. Use the agreed-upon baseline and understanding of DTC’s importance to establish ...

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    • Authors: Nickolas Ortner
    • Date: Sep 2019
    • Competency: Communication; External Forces & Industry Knowledge; Relationship Management; Strategic Insight and Integration
    • Topics: FinTech & InsurTech; FinTech & InsurTech>Customer acquisition; FinTech & InsurTech>Customer relationship management
  • MaD’s 2020 Vision and Beyond: Content and Distribution
    Copyright © 2020 Society of Actuaries. All rights reserved. NEWSDIRECT | 2 MARKETING & DISTRIBUTION ... firms in the financial services industry are currently us- ing these tools, and also create line of sight ...
    • Authors: Nickolas Ortner, Michael Prendes
    • Date: May 2020
    • Competency: Communication
    • Publication Name: News Direct
    • Topics: Actuarial Profession; Predictive Analytics