Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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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 ...

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    • 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
  • 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 ...

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    • Authors: Nickolas Ortner
    • Date: Jul 2020
    • Competency: Communication
    • Publication Name: News Direct
    • Topics: Life Insurance
  • 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 ...

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    • 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
  • 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