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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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Chairperson’s Corner—Emerging Content and Opportunities
Content and Opportunities Chairperson description of current MaD section activity and upcoming webcasts ... By Nick Ortner NewsDirect, October 2021 As part of the section’s efforts to foster research, innovation ...
- 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: Who Sells and Distributes
NewsDirect July 2020 Copyright © 2020 Society of Actuaries. All rights reserved. NEWSDIRECT | 4 ... JULY 2020 NEWSDIRECT DISTRIBUTION HIERARCHY Among the common terms defined below related to who sells ...- Authors: Nickolas Ortner
- Date: Jul 2020
- Competency: Communication
- Publication Name: News Direct
- Topics: Life Insurance
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Marketing and Distribution: Compensation for Sellers and Distributors
Marketing and Distribution: Compensation for Sellers and Distributors Building on ... customer-facing sales experts and separate allowances for the entities supporting those experts 10/2/2020 12:00:00 ...- 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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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 processes, challenges, and opportunities for the product spaces noted 10/2/2020 12:00:00 AM ...- 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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MaD’s 2020 Vision and Beyond: Content and Distribution
Copyright © 2020 Society of Actuaries. All rights reserved. NEWSDIRECT | 2 MARKETING & DISTRIBUTION ... firms in the financial services industry are currently us- ing these tools, and also create line of sight ...- Authors: Nickolas Ortner, Michael Prendes
- Date: May 2020
- Competency: Communication
- Publication Name: News Direct
- Topics: Actuarial Profession; Predictive Analytics