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  • Insurance Brokerage Fee Income Among Bank Holding Companies In 2008
    Insurance Brokerage Fee Income Among Bank Holding Companies In 2008 Discussion of what bank holding companies earned in insurance brokerage fee income in 2008. Marketing and distribution; ...

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    • Authors: Michael D White
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • 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
  • Bank Insurance Marketing to the Middle Market Consumer
    Bank Insurance Marketing to the Middle Market Consumer Discussion of the selling of life insurance to the middle income market through banks and with the support of new technologies and ...

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    • Authors: Carmen F Effron
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>E-commerce
  • Chairperson’s Corner: When Change Happens All At Once
    Chairperson’s Corner: When Change Happens All At Once Chairman’s corner addressing the many recent external events which have impacted the level of trust in the insurance industry and how this ...

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    • Authors: Robert Stone
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • The Equation for Success—Professionalism and Profitability: Part I Worldwide Trends in the Insurance Industry
    The Equation for Success—Professionalism and Profitability: Part I Worldwide Trends in the Insurance Industry This document contains material excerpted from a speech given on June 17, 1997 by Tom ...

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    • Authors: Tom Kelly
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: International News
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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