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  • Evaluating Distribution Channel Options for Individual Insurance Products, Part 1: Agent Channels
    easily ask about the purpose of the request—the client’s financial needs. As a result, the client may determine ... the client, such as survivorship benefits on an annuity. Due to the trust and personal relationship, agents ...

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    • Authors: Art W Lewis
    • Date: Aug 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Evaluating Distribution Channel Options for Individual Insurance Products, Part 2: Call Center and Digital Platform Sales Channels
    Acting as “captive agents,” they sell the insurer’s products without comparisons to their competitors’ ... example, products that are a component of an individual’s financial and retirement planning are less appropriate ...

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    • Authors: Art W Lewis
    • Date: Oct 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Health & Disability; Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Market Intelligence for Actuaries with Competiscan
    Market Intelligence for Actuaries with Competiscan What are insurance companies promoting ... and benefit design are near and dear to an actuary’s heart, sales are driven by the value insurers provide ...

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    • Authors: Erika Dochney
    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Long-term Care