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  • DOL Fiduciary Regulation - Where are We Now?
    DOL Fiduciary Regulation - Where are We Now? This article provides an update on Department of Labor's fiduciary regulation for retirement plans/investors focusing on a July 2017 request ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
  • The Super Insurance Agent
    The Super Insurance Agent This article examines the relationship, future and current, between insurance agents and technology and determines that technology can enhance/optimize agents. Online ...

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    • Authors: Dustin Yoder
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Automating the Underwriting Process
    Automating the Underwriting Process NewsDirect article that discusses the benefits of automating the underwriting process. Underwriting speed, the east of case submission and sales support stand ...

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    • Authors: Susie Cour-Palais
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Underwriting - Life Insurance; Technology & Applications>E-commerce; Health & Disability>Electronic medical record
  • Life Insurance Distribution and the Middle Market
    Life Insurance Distribution and the Middle Market Over the last two years the Marketing and Distribution (MaD) council has made it a priority to address the ongoing issue of the underinsured ...
    • Authors: Adam Vanevenhoven
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Demography>Population data; Economics>Behavioral economics; Life Insurance>Marketing and distribution - Life Insurance