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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 ...- 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
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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 ...- 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
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2022-deal-no-deal-prof-nonnegotiable
Investigate the importance of collaboration with accounting, underwriting, sales, marketing and other ...- 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