Crayon
DECEMBER 29, 2020
As we head into the New Year, many of us are deep in planning, strategy brainstorm sessions, and goal-setting. For competitive intelligence (CI) practitioners, there are many elements to building your annual plan. CI pros have their own roles and KPIs to think about, but the impact of their work felt across the entire organization.
Netbasequid
DECEMBER 29, 2020
TikTok is changing the world, one music-powered trend at a time. And in the process, it’s breathing new life into the music industry and offering a viral way for brands to reach consumers. Let’s see how it looks and where your brand can benefit! And be sure to check out our Adweek webinar where we’ll share How to Use TikTok, Instagram and Facebook Insights to Propel Your Content Strategy !
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Dataversity
DECEMBER 29, 2020
Click here to learn more about Gilad David Maayan. What Is One-to-One Marketing A one-to-one marketing strategy strives to create an experience that fits the individual customer. Rather than segment customers into groups, one-to-one marketing strategies treat each customer individually. This is similar to how sales representatives remember details about each customer, like date of […].
Weidert Group
DECEMBER 29, 2020
Let’s talk about the performance of your website and marketing campaigns (the keys to a powerful inbound marketing program). Do you know how your assets are converting leads that deliver company growth? In this article, we’ll offer insights and guidance on determining reasonable conversion rates from top-of-the-funnel to bottom for complex B2B industries.
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Whether your organization is at the start of its sustainability and impact journey or years into it, many brands share a common concern: the uncertainty of whether they are sending stakeholders mixed messages. Creating content that speaks to your audience's “love language” can be a tricky dance. But, worry not! 3BL has put together tips to ensure that your content not only finds its rhythm but also resonates with your target audiences.
Thinknum
DECEMBER 29, 2020
Product Updates Anomaly Detection Our Anomaly Detection feature flags data points that are more than one standard deviation away from the dataset's moving average. Identifying these outliers in your data can help find insights, opportunities, or errors. Data Additions Stores Olaplex Chowbus Job Listings Olaplex Paula's Choice Skincare Fetch Rewards Howmet Aerospace Trane Technologies Truist Vontier Zenoti Chowbus The Farmer's dog M1 Finance Curology Summit Midstream Partners.
Dataversity
DECEMBER 29, 2020
Click to learn more about author Rob Chapman. When I find myself discussing PCI compliance, it always seems like the conversation goes in one direction. Whether I’m speaking with business leaders, IT executives, or the team responsible for deploying technology, everyone primarily just wants to know that a certain solution will check all the boxes […].
Competitive Intelligence Brief brings together the best content for intelligence professionals from the widest variety of industry thought leaders.
Wink Intel
DECEMBER 29, 2020
Allianz Life Insurance Company of North America (Allianz) continues its long-term leadership by sharing its lengthy experience with — and vision for — trends in the fixed indexed universal life insurance (FIUL) space. In this Movers & Shakers Q&A, we interview Austin Bichler, FSA, MAAA, Senior Director Actuary & Illustration Actuary, Allianz, who shares the latest on AG 49, how the rule will continue to impact the industry and the company’s continued insight into what’s ahead for FIU
Wink Intel
DECEMBER 29, 2020
It’s that time of the year again. Yes, it’s the holidays, but more importantly, it’s time for people to guess what’s going to happen in the new year other than failed resolutions. . I’ve decided to join in on the fun and take a stab at six predictions for 2021. Click HERE to view via ThinkAdvisor. The post David Blanchett’s 6 Predictions for Retirement Planning in 2021 appeared first on Wink.
Wink Intel
DECEMBER 29, 2020
As 2020 draws to a close, many Americans continue to endure the health and economic effects of the pandemic, and they are concerned about 2021, an Allianz Life survey finds. Forty-four percent of respondents worry that the market has not yet bottomed out, and 72% believe that the market will continue to be highly volatile in the coming year. As a result, only 25% of survey participants said they are ready to invest now, down four percentage points from last quarter.
Wink Intel
DECEMBER 29, 2020
The Internal Revenue Service has issued three new private letter rulings that may help life insurers offer registered index-linked annuities through fee-based advisors. Resources. Copies of the new letter rulings are available here , here and here. An earlier article about annuity advisory fee letter rulings is available here. IRS official Rebecca Baxter addressed each letter to a life insurer that wants to sell traditional variable annuity contracts, non-variable indexed annuity contracts,
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Leaders in competitive intel know that the employees who interact with customers and prospects every day hold valuable competitive insights that could help win sales. But they don’t have a good plan or system to gather, organize, and share these insights with the stakeholders who need them. In this eBook, we outline 7 strategies to make it easier to build and scale an employee sharing program that will drive competitive advantage.
Wink Intel
DECEMBER 29, 2020
COVID-19 turned what looked as if it was going to be a pretty good, dull 2020 for U.S. life insurance and annuity issuers into a year of terror. For five questions that may come up often when we’re covering the life and annuity sectors in 2021, see the slideshow below. Click HERE to read the full story via ThinkAdvisor. The post Could Interest Rates Shoot Up Like a Rocket?
Wink Intel
DECEMBER 29, 2020
A former insurance agent is at the center of an alleged $2.5 million retirement fraud that was based on the sale of unregistered securities, according to a complaint filed yesterday by the Massachusetts Securities Division, led by Secretary of the Commonwealth William Galvin. Click HERE to read the full story via InvestmentNews. The post Ex-insurance agent at heart of alleged $2.5 million fraud appeared first on Wink.
Wink Intel
DECEMBER 29, 2020
Shopping for life insurance during the pandemic? Be aware that insurers may have changed their products and policy applications. For the latest information on how to cope with financial stress during this emergency, see NerdWallet’s financial guide to COVID-19. Big data is playing a prominent role in life insurance this year. Interest in coverage has surged during the pandemic, but for many people, social distancing mandates took the life insurance medical exam off the table.
Wink Intel
DECEMBER 29, 2020
ATLANTA , Dec. 29, 2020 /PRNewswire/ — Alliance Group announced the 2021 class of Living Benefits Ambassadors team as part of their fourth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns to spread education and awareness for Living Benefits Awareness Month in January 2021. The chosen Living Benefits Ambassadors are as follows: Kristina Messenger (Five Rings Financial – McKinney, TX ).
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Navigating the waters of sustainability reporting disclosures and regulations can be intimidating, to say the least. With various measures set in motion in 2023 to keep companies accountable, there is a lot in store for brands’ impact communication in the upcoming year. 3BL is kicking off this January with our Navigating ESG Comms Through the Cosmos - Capricorn Edition by highlighting the impact of: The U.S Securities and Exchange Commission (SEC) Climate disclosure rules The European Commission
Wink Intel
DECEMBER 29, 2020
The big new federal spending package will change the math inside U.S. life insurance policies. The change will slash a key interest rate used in creating life insurance policies to 2% for 2021, from 4% today, and to a variable rate after 2021. The rate change will increase reserve levels and cash value levels for new life policies, according to Griffith, Ballard & Company.
Wink Intel
DECEMBER 29, 2020
Given everything that has happened in 2020, New Year’s resolutions for 2021 will likely look different this time. Sure, plenty of people will vow to lose weight—maybe more so thanks to COVID stress eating. The pandemic also will likely prompt many to resolve to be more financially prepared for the unexpected. Click HERE to read the full story via Forbes.
Wink Intel
DECEMBER 29, 2020
As an RIA taking a multi-family office approach to serving ultra-affluent clients, we view life insurance as not just a powerful planning tool but its own asset class. Our opinion is that the advisor should lead the entire process, rather than outsourcing it to someone who doesn’t have a holistic view. Click HERE to read the full reply via Citywire USA.
Wink Intel
DECEMBER 29, 2020
It looks as if 2021 will be a busy year as states move to implement the NAIC 2020 revisions to the Suitability in Annuity Transactions Model Regulation (Model 275), or other duty of care measures. The below chart outlines the actual or proposed state activity, its status, and notable items insurers need to consider. As 2021 continues, more states are expected to revise their standard of conduct requirements.
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Marketing technology is essential for B2B marketers to stay competitive in a rapidly changing digital landscape — and with 53% of marketers experiencing legacy technology issues and limitations, they’re researching innovations to expand and refine their technology stacks. To help practitioners keep up with the rapidly evolving martech landscape, this special report will discuss: How practitioners are integrating technologies and systems to encourage information-sharing between departments and pr
Wink Intel
DECEMBER 29, 2020
F&G, a growing annuity issuer, has moved into new offices at 801 Grand Ave. in downtown Des Moines, Iowa. The company had been based in offices a few blocks away. Chris Blunt, the company’s CEO, cut a virtual ribbon at the new offices recently as a representative from the Greater Des Moines Partnership looked on. The partnership representative presented Blunt with an award for the company’s contributions to Des Moines.
Wink Intel
DECEMBER 29, 2020
The “gig economy” may sound hip, but it’s really made up of those who are self employed and work as independent contractors. It’s a group of individuals whose numbers grew by 15% in the past decade, according the Christine Benz, Morningstar’s director of personal finance. In 2019 — the year before the COVID-19 knocked the Earth off its axis — 16% of workers at U.S. businesses were independent contractors (or gig workers).
Wink Intel
DECEMBER 29, 2020
For most leading carriers, the push to leverage efficiencies offered by new technologies has become increasingly urgent, as have the variety and efficacy of those new technologies. Rapid innovation has been hard to achieve, however, and the pace of digital transformation has been slow and reactive. As executives have embarked on the journey, they have found a number of challenges that they first have to surmount in order to make meaningful progress.
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