CIO

MARCH 28, 2023

Leadership is not something that just happens. Leadership must be measured, managed, and invested in. After all, how IT leaders are selected, trained, evaluated, and compensated materially impacts the future performance of the enterprise. So, again, when was the last time you had a substantive conversation about leadership with your direct reports? How frequently do you critically examine whether your IT/digital organization is well led?

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Aqute Intelligence

MARCH 28, 2023

Competitive intelligence helps companies to make better decisions by understanding, and learning from, their competitors through data collection and competitor analysis. Competitor analysis can work for legal teams as well as business teams. With so much data available, legal teams can find out with relatively little effort, what competitors have been doing in terms of litigation and other legal industry activities.

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Wink Intel

MARCH 28, 2023

Wink, Inc., an industry analyzer, named National Life Group #1 in indexed life sales for the past eight quarters, totaling all of 2021 and 2022. Announced in a March 7 news release , Wink states: “Items of interest in the indexed life market included National Life Group retaining their #1 ranking in indexed life sales, with a 14.7% market share.” Click HERE to read the full story via Vermont Business Magazine The post Wink, Inc. ranks National Life Group #1 in indexed life sales for 8 quarters

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Sales Marketing Marketing Business 75

CIO

MARCH 28, 2023

After recent rounds of high-profile layoffs, a lot of technologists are looking for work in a market that’s different from any they’ve experienced. More companies are now set up to support remote work, which offers candidates a wider range of potential employers. The new working models benefit companies, too, since they can now hire people with rare and highly desirable skills, regardless of location.

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IT

Kompyte

MARCH 28, 2023

Tired of losing deals to the competition? Finding it impossible to get your sales team on the same page when it comes to messaging and positioning? Creating and using sales Battlecards is the solution you’ve been looking for.

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Weidert Group

MARCH 28, 2023

It’s anticipated that 36.2 million U.S. workers holding professional positions will be remote by the end of 2023, an uptick of nearly 17 million compared to pre-pandemic figures. An increasingly far-flung workforce has amped up the importance of social networking. So, too, has impressive social selling performance. Nearly 80% of companies engaging in social selling are realizing greater gains than those not implementing it.

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Wink Intel

MARCH 28, 2023

Have I ever mentioned how I resent SmartAsset ? You know- the lead generation company that distributes “educational articles” about annuities, but gets their “education” wrong nearly every single time… This morning, here they are in my Morning Brew newsletter again! How can I win against companies like this?!? “SmartAsset raised $161m to help people plan for retirement.” I certainly cannot raise that much.

Education 52

Education Win Research IT 52

Dataversity

MARCH 28, 2023

Data integration processes benefit from automated testing just like any other software. Yet finding a data pipeline project with a suitable set of automated tests is rare. Even when a project has many tests, they are often unstructured, do not communicate their purpose, and are hard to run. A characteristic of data pipeline development is the frequent […] The post Best Practices in Data Pipeline Test Automation appeared first on DATAVERSITY.

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Wink Intel

MARCH 28, 2023

The current illustrations for all kinds of universal life insurance policies are just too simple, and they fail to convey how much all kinds of changes could affect policy performance, a life insurance veteran told insurance regulators Tuesday. Richard Weber, the principal at The Ethical Edge, a life insurance advisory firm in Pleasant Hill, California, made the case for updating permanent life policy illustration standards in a presentation to the National Association of Insurance Commissioners

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Competitive

CIO

MARCH 28, 2023

By: Larry Lunetta, VP Portfolio Solutions Marketing at Aruba, a Hewlett Packard Enterprise company. As customer-centric innovators, we’re constantly looking at how we can better help businesses reach their goals by leveraging technology. That’s why hearing from them first-hand is so valuable. This year, we kicked off our quest for insights with a survey run by Sapio Research.

Business 757

Business Innovation Technology Technology 757

Wink Intel

MARCH 28, 2023

Bryan Pinsky may be helping hundreds of thousands of U.S. retirement savers sleep a little better at night. Pinsky is now the president of individual retirement at Corebridge Financial, the Houston-based company that owns American General, VALIC and other companies that once operated under the AIG Life & Retirement name. Click HERE to read the full story via ThinkAdvisor The post Volatility Shows Why Annuities Matter: Corebridge’s Pinsky appeared first on Wink.

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Zoominfo

MARCH 28, 2023

Today’s most dynamic companies rely on an intricate series of data-driven processes to stay competitive. From customer insights and lead capture to business intelligence and beyond, a high-quality data flywheel is the essential system that makes efficient growth possible. To keep that flywheel turning, revenue operations (RevOps) leaders have to ensure that their mission-critical data is accurate, reliable, and accessible across teams.

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Wink Intel

MARCH 28, 2023

North American life insurers are happier with their commission levels and processes than brokers are. Forrester has reported that finding in a summary of results from a survey of about 200 North American life insurance carriers, brokers and advisors that was commissioned by Equisoft, a financial services software firm. Click HERE to read the full story via ThinkAdvisor The post Insurers and Brokers See Pay Differently: Survey appeared first on Wink.

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Security

Wink Intel

MARCH 28, 2023

Wall Street warmed up to life and annuity issuers this week, in spite of Swiss regulators’ move to force UBS to acquire Credit Suisse. The median share price of 16 large, publicly traded U.S. life and annuity issuers has fallen 21% in the past month, to $44.43. Click HERE to read the full story via ThinkAdvisor The post Life and Annuity Stocks Weather Credit Suisse Storm appeared first on Wink.

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Wink Intel

MARCH 28, 2023

The Securities and Exchange Commission charged an advisor in Falmouth, Massachusetts, and his firm with defrauding clients as part of an annuity replacement scheme that caused the clients to incur a total of $640,000 in surrender charges between 2018 and 2022. In a complaint filed Friday in U.S. District Court for the District of Massachusetts, the SEC alleged Jeffrey Cutter, 55, and his firm, Cutter Financial Group, recommended that their advisory clients invest in fixed indexed annuities that

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Wink Intel

MARCH 28, 2023

Advisors are “being forced” to offer annuities “because all the baby boomers turning 65 need income or principal protection, or both. Any advisor who doesn’t at least discuss the positives of annuities with … clients is kidding themself,” argues Stan Haithcock, aka “Stan the Annuity Man,” in an interview with ThinkAdvisor. Licensed in every state, he says he is the top independent annuity agent in the country.

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Wink Intel

MARCH 28, 2023

The Securities and Exchange Commission warned Monday that newly registered advisors’ compliance policies aren’t up to snuff, including their marketing practices, which appear to contain false or misleading information. In a just-released risk alert, the SEC’s Office of Examinations cites three deficiencies in newly registered advisors’ compliance practices.

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Advertiser: ZoomInfo

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Competitive

Wink Intel

MARCH 28, 2023

ST. PAUL, Minn.–( BUSINESS WIRE )–Securian Financial is continuing to strengthen its position in the employee benefits market. The company announced today that its Houston, Texas-based benefits administration subsidiary, Empyrean Benefit Solutions , has acquired Enspire , an employee communication and engagement platform headquartered in Austin, Texas.

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Wink Intel

MARCH 28, 2023

The Federal Reserve raised interest rates at a ninth straight meeting and indicated there may be more hikes to come in a clear sign it’s confident that its bid to quell inflation won’t deepen a nascent banking crisis. The Federal Open Market Committee voted unanimously to increase its target for the federal funds rate by a quarter percentage point to a range of 4.75% to 5%, the highest since September 2007, when rates were at their peak on the eve of the financial crisis.

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Banking Marketing Marketing IT 40

Wink Intel

MARCH 28, 2023

Amid a historic boom for annuities, regulators are signaling to financial advisors that the pension-like products are just like any other investment when it comes to disclosing conflicts of interest. The Securities and Exchange Commission filed a lawsuit on March 17 against Jeffrey Cutter, a registered investment advisor in Falmouth, Massachusetts, and his firm, Cutter Financial Group, alleging they failed to disclose that the annuities they put clients into came with a commission.

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Wink Intel

MARCH 28, 2023

Adds to specialty capabilities of National Financial and Wealth Services Practice BOSTON , March 20, 2023 — Risk Strategies , a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of Parady Financial Group, Inc., a Florida-based firm focused on helping retirees achieve and maintain financial security in retirement.

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Education Management Security Security 40

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Business

Wink Intel

MARCH 28, 2023

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. If you work with boomer-generation women, are you properly responding to their need for lifetime income? Consider this parable. Not five minutes into the meeting with Sheryl, Bert, a financial planner, appeared to fully understand her twin priorities: protect Sheryl’s nest egg and provide monthly income that will last for the duration of her retirement.

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Wink Intel

MARCH 28, 2023

Analysts at AM Best have reported that the US Life/Annuity (L/A) insurance segment remains well-positioned to meet challenges in 2023, supported by high levels of risk-based capitalization, strong liquidity profiles, and robust sales in annuity products. Despite this strong position, the rating agency AM Best acknowledged that there was some volatility for the L/A space in 2022 due to inflation and interest rate movements.

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Wink Intel

MARCH 28, 2023

See how much brokers earn on sales of various products at 43 independent broker-dealers, according to data the firms provided to InvestmentNews Research. Click HERE to view. The post Payout grids for independent broker-dealers appeared first on Wink.

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Research Sales 40

Wink Intel

MARCH 28, 2023

It’s the golden age of MYGAs, one annuity expert declared, as sales of multi-year guaranteed annuities more than doubled between 2021 and 2022. A recent webinar by the National Association for Fixed Annuities delved into the reasons why MYGAs are reaping the benefits of what another expert called “a perfect storm” that combined a record-breaking drop in the bond market and the worst equity performance since 2008 with a rising interest rate environment.

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Advertiser: ZoomInfo

In times of economic uncertainty, account-based strategies are essential. According to several business analysts and practitioners, ABM is a necessity for creating more predictable revenue. Research shows that nearly three-quarters of marketers (74%) already have the resources needed to build successful ABM programs.

Marketing

Wink Intel

MARCH 28, 2023

Important events sometimes occur with too little notice. Occasionally, even a monumental development can escape adequate attention. An example of this occurred on Jan. 9. That day saw a historic development in the field of retirement in planning. Click HERE to read the full story via INN The post Commentary: Why Monte Carlo simulations can sell retirement investors short appeared first on Wink.

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Wink Intel

MARCH 28, 2023

­­­­­­­­­­­­­The Federal Reserve continues its effort to tame high inflation, and another announcement due later this month will likely deliver another rate hike. Many investors watched the bond markets destabilize in 2022 and remain understandably concerned. Cleveland Fed President Loretta Mester’s comments that January’s hike should have been higher, indicates are not out of the woods yet.

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Wink Intel

MARCH 28, 2023

State insurance regulators are finishing up an industry survey to learn how home insurers are using artificial intelligence and machine learning. Next up, a similar survey of life insurers will be sent to 192 companies on Friday, March 31, said Kevin Gaffney, commissioner of the Vermont Department of Financial Regulation. Gaffney reported updates on the effort Wednesday to the Big Data and Artificial Intelligence Working Group.

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