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Selling Insurance Six Feet Apart Redux
Selling Insurance Six Feet Apart Redux As part of the SOA’s July 22, 2020, COVID-19 Virtual Symposium, Marketing and Distribution (MaD) Section Council members presented “Selling Insurance Six ...- Authors: Nickolas Ortner
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: News Direct
- Topics: Health & Disability; Life Insurance>Marketing and distribution - Life Insurance
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2022-deal-no-deal-prof-nonnegotiable
Investigate the importance of collaboration with accounting, underwriting, sales, marketing and other professions as an actuary when you attend this webcast. Cross-functional positions can cause ...- 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
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2021-fresh-insights
Actuaries with relationships with and/or responsibilities for sales, marketing, and distribution functions, as well as actuaries seeking to broaden their knowledge in those cross-functional ...- Authors: Manisha Dias, Michael Prendes, Bruce Edward Fuller, Nickolas Ortner
- Date: Sep 2021
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Relationship Management
- Topics: Actuarial Profession; Predictive Analytics; Technology & Applications; Environment; FinTech & InsurTech
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Chairperson’s Corner—Emerging Content and Opportunities
Chairperson’s Corner—Emerging Content and Opportunities Chairperson description of current MaD section activity and upcoming webcasts and other emerging section content Professional development, ...- 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
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Marketing and Distribution: Compensation for Sellers and Distributors
Marketing and Distribution: Compensation for Sellers and Distributors Building on our previous newsletter article (“Who Sells and Distributes”), we continue here in our attempt to define and ...- Authors: Nickolas Ortner, Brendan Costello
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Health & Disability; Life Insurance>Marketing and distribution - Life Insurance
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DTC: Direct-to-Consumer, Definitions to Conclusions
DTC: Direct-to-Consumer, Definitions to Conclusions Align carrier, agent, and consumer definition(s) of DTC to establish a collective understanding for the affected parties. Understand why a ...- 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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Marketing and Distribution: Service/Support and Regulatory Oversight of Sales and Distribution
Marketing and Distribution: Service/Support and Regulatory Oversight of Sales and Distribution Continuing our series related to the exposition of distribution terms that may be unclear or ...- 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