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  • Is There Magic in the Middle Market?
    coverage Adequate resources to replace income if a primary wage earner can't work Adequate life insurance ... replace lost income or to pay for long–term nursing care needs. They also don't believe they are on track ...

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    • Authors: Cheryl D Retzloff
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • From Pain To Gain: Learning To Leverage Conflict
    people until I learn how to set limits and take care of myself. A Case Study As a consultant, I once ... organizational and cultural norms, i.e., being direct with feedback about their concerns. Most people ...

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    • Authors: Liz Berney
    • Date: Sep 2010
    • Competency: Communication>Active listening; Relationship Management; Relationship Management>Team leadership; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Management skills
  • A FOOLS GAME: the Correct Name for Distributing Insurance via Banks?
    60 Five Ways to Beat the Recession: Insurance Direct Marketers Get the Good News by Kevin McKenna ... consultant, online via the banks Web site, through direct mail, and in the trust and wealth management divisions ...

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    • Authors: Carmen F Effron
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • DOL Fiduciary Regulation - Where are We Now?
    September 2017 Issue 75 10 | SEPTEMBER 2017 NEWS DIRECT DOL Fiduciary Regulation—Where are We Now? ... industry service providers SEPTEMBER 2017 NEWS DIRECT | 11 who advocate for delays, substantial revisions ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation