Marketing and Distribution

Distribution
Marketing
Service
Servicing

2020 07 - SOA - Marketing and Distribution: Who Sells and Distributes, By Nick Ortner and Brendan Costello, edited by Mike Prendes, Society of Actuaries - 4p
- GLOSSARY OF DISTRIBUTION HIERARCHY TERMS
  - Field Marketing Organization (FMO)/Independent Marketing Organization (IMO)
  - General Agent (GA), Brokerage General Agent (BGA), and Managing General Agent (MGA)
  - Agent/Producer vs Broker
  - Independent vs Career/Captive Agents
  - Wholesaler vs Retail Distributors
- GLOSSARY OF OTHER COMMON TERMS
  - Call Center
  - Channel Conflict
  - Direct-to-Consumer (also referred to as DTC or D2C)

2020 10 - SOA - Marketing and Distribution: Compensation for Sellers and Distributors, By Nick Ortner and Brendan Costello, Society of Actuaries - 2p