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  • Wholesaling in the Financial Services Industry
    Wholesaling in the Financial Services Industry Article discusses the following: Need for wholesalers in our industry What is a wholesaler in our industry What are some of the wholesaler models ...

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    • Authors: Breana Macken
    • Date: May 2016
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Professional development
  • The Interstate Compact: Speeding Up Speed-To-Market
    The Interstate Compact: Speeding Up Speed-To-Market Speed to market. Consistency of product features across regions. Improving both are common goals of insurance distributors. ; By PW Calfas ...
    • Authors: PW Calfas
    • Date: Sep 2012
    • Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Best practices