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Building Relationships in Wholesale Insurance
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A 5 page paper discussing conditions in the wholesale life insurance (annuity) industry. Brokers and advisors licensed to sell insurance products are required to accumulate a prescribed number of continuing education (CE) credits each year, and many wholesalers provide CE courses that can satisfy those requirements. It appears that wholesalers offering this service to those selling its products gain higher levels of business than those that do not. The purpose here is to assess whether such is the case, and why it might be so. The paper concludes that the practice is an example of effective customer relationship management (CRM). Bibliography lists 5 sources.
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Pages:
5
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Filename:CC6_KSmktgInsCRM.rtf |
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Paper Title:
Building Relationships in Wholesale Insurance
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