Marketing and Distribution

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