Tue.Jun 29, 2021

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A Comprehensive Introduction to Competitive Intelligence

Crayon

Competitive intelligence (CI) is the process of tracking, analyzing, and activating information related to your competitors. It is conducted with the intent of empowering internal stakeholders to improve their decision-making and execution—whether that means offering a new service, pitching prospective customers with a new set of slides, or something else entirely.

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How Insurers Evaluate Data and Incorporate it Into their Business Model

Smart Data Collective

Many companies have been heavily impacted by big data. One of the industries most affected by data technology has been the insurance sector. In order to appreciate the role of big data in insurance, it is necessary to look at its historical context. The insurance industry is one of the oldest in the world , and is credited for having been the catalyst for the financial system as we know it.

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‘Live Your True Life’ — ZoomInfo Embraces its LGBTQ+ Workers

Zoominfo

Companies should strive to create a welcoming environment for LQBTQ+ employees that goes beyond putting a rainbow design on a corporate logo or making donations once a year. Much like Pride Month itself took decades to gain full influence — it originally commemorated the Stonewall Uprising in New York City in 1969 — building a supportive community at ZoomInfo has taken years of hard work and investment.

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Don’t Fall For Vanity Metrics: 3 Steps to Finding the Most Profitable Keywords for Your Market Niche

SpyFu

Keywords don’t bring you profit; they bring you people. The most profitable keywords for your business are the ones that will attract relevant readers who are likely to purchase your product or try your service. Too many people try to choose these keywords by looking solely at metrics like volume, keyword difficulty (KD), and cost per click (CPC). Although these numbers can be helpful, they often aren’t telling you the whole story.

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Are Your Impact Comms Resonating With Stakeholders?

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.

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How to Optimize for Your Own Branded Search

Moz

Brand-driven search is so much more than the URLs you see ranking for your brand name. It’s an ongoing process that will result in higher conversions and more predictable buying journeys.

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Annuity Rates: No Reason to Get Psyched Out: Reprint #AnnuityAwarenessMonth

Wink Intel

Let me guess: you nor your agents haven’t sold fixed annuities for at least a decade. Am I right? Well, give me a minute. I am going to challenge you about why we all should probably keep that arrow in our quivers. It doesn’t take a rocket scientist to figure out why fixed annuities aren’t selling today. Gone are the double-digit credited rates that were available on the products at the turn of the century.

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A SOURCE OF HEADACHES: “SOURCE OF FUNDS” Reprint #AnnuityAwarenessMonth

Wink Intel

A SOURCE OF HEADACHES: “SOURCE OF FUNDS”. July 16, 2013 by Sheryl J. Moore. One of today’s most widely-miscommunicated issues is the fixed annuity market’s “Source of Funds” matter. The issue? It’s figuring out where the prospective purchaser of a fixed or indexed annuity is getting his or her money from, so they can use it to purchase the annuity? Some believe ‘Source of Funds’ means that if you’re an insurance-licensed-only producer, and not a registered representative, that you cannot replace

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Intelligence to Turn Motion into Action

M Brain

The post Intelligence to Turn Motion into Action appeared first on M-Brain - Market & Competitive Intelligence Solutions.

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Northwestern Mutual Contributes $1.9 Million to Amplify Neighborhood Revitalization

Wink Intel

MILWAUKEE , June 24, 2021 /PRNewswire/ — Milwaukee residents are taking action to build stronger, healthier and safer communities by raising awareness of available health resources in their community, improving housing conditions and providing youth with educational programming. Northwestern Mutual, through its Foundation, is continuing to partner with residents to enhance community-led efforts by contributing $1.9 million in grants to 33 nonprofit organizations. . 2021 Northwestern M

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‘Live Your True Life’ — ZoomInfo Embraces its LGBTQ+ Workers

Zoominfo

Companies should strive to create a welcoming environment for LQBTQ+ employees that goes beyond putting a rainbow design on a corporate logo or making donations once a year. Much like Pride Month itself took decades to gain full influence — it originally commemorated the Stonewall Uprising in New York City in 1969 — building a supportive community at ZoomInfo has taken years of hard work and investment.

IT 52
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7 Strategies to Gather (and Actually Use) Competitive Intel from Employees

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.

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AM Best Affirms Credit Ratings of Massachusetts Mutual Life Insurance Company and Its Subsidiaries

Wink Intel

OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has affirmed the Financial Strength Rating of A++ (Superior) and the Long-Term Issuer Credit Ratings of “aa+” (Superior) of Massachusetts Mutual Life Insurance Company (MassMutual) (domiciled in Springfield, MA) and its life/health subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (both domiciled in Enfield, CT).

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Pathmatics Launches Deeper Taxonomy & Categories + UI Changes

Pathmatics

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Low rates to persist, drive quest for yield -Allianz Life CEO

Wink Intel

NEW YORK, June 22 (Reuters) – U.S. interest rates likely will stay relatively low with ample cash in the financial system for the foreseeable future, the head of Allianz Life (ALVG.DE) said, despite Federal Reserve comments that sent stock prices tumbling last week. A gradual rate rise and slow withdrawal of excess liquidity would put emphasis on alternative assets, which are a growing part of Allianz’s investment portfolio, said Walter White, chief executive officer of Allianz Lif

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‘Live Your True Life’ — ZoomInfo Embraces its LGBTQ+ Workers

Zoominfo

Companies should strive to create a welcoming environment for LQBTQ+ employees that goes beyond putting a rainbow design on a corporate logo or making donations once a year. Much like Pride Month itself took decades to gain full influence — it originally commemorated the Stonewall Uprising in New York City in 1969 — building a supportive community at ZoomInfo has taken years of hard work and investment.

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What Regulations Will Impact Sustainability Comms in 2024?

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

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8 New Retirement and Annuity Jokes

Wink Intel

Three months ago, laughing was just starting to return to being a thing. Now, masks and vaccines have cut the COVID-19 infection rate sharply in most of the country, and humor is back. Here’s a new batch of 8 new retirement and annuity jokes featuring one of the safest available targets — insects and other critters — in time for summer. Of course, make sure you understand the bug tolerance of your clients before springing these on them.

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Brand Monitor Strategy: A Guide

Netbasequid

A brand monitor tool should be a part of your normal company checkup. It reveals your share of voice within your industry, your category and amongst your consumers. And it should inform strategic planning, marketing campaigns and so much more. In this post, we’ll cover: Details on what brand monitoring is. Online consumer reviews going rogue and how to reign them in.

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Voices: The CFP Board has given up on protecting the public from unscrupulous advisors

Wink Intel

The CFP Board states it has a lofty mission, but is no longer trying to live up to it. Here’s what the group espouses, as seen on its website: The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. .

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Why Data-Driven Hiring Is the Only Way to Go

Wink Intel

Chicago, IL (June 2021)—How many times have you said (or heard someone in your company say), “Wow, I just know in my gut this person will be a good salesperson.” This is how too many sales managers go about hiring. But according to Dr. Chris Croner , there’s really no such thing as the “golden gut.” And when you rely on your intuition to hire salespeople, rather than on objective aptitude data, you can end up getting burned.

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How to Stay Competitive in the Evolving State of Martech

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

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How Affluent Parents Are Teaching Their Children About Finances: BofA

Wink Intel

Parents are providing more financial support for their children in light of the pandemic, and are committed to imparting more financial knowledge than they received growing up, according to a new study from Bank of America. The independent market research firm Concentrix conducted a panel-sample online survey from Oct. 28 to Nov. 5 among 2,000 affluent respondents across the U.S., including 1,456 current and future parents.

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Principal to Drop Fixed Annuities and Retail Life, Keep Variable Annuities

Wink Intel

Principal Financial Group Inc. is joining the list of life insurers that’s trying to minimize its exposure to life insurance and annuity interest rate risk. The Des Moines, Iowa-based life insurer announced Monday that it to plans to continue to sell individual variable annuities in the United States, but that it plans to end U.S. retail sales of individual fixed annuities and individual retail life insurance.

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Principal to cease offering fixed annuity retirement products

Wink Intel

Principal is ending some of its retail business after an activist investor called for a review of all of the company’s operations. The Des Moines-based financial services company announced Monday that it will stop selling fixed annuities, term life and universal life insurance products to retail customers. The company will continue to sell those life insurance products to businesses that are looking to provide benefits to employees.

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Structured Annuity Sales Begin To Close The Gap On Indexed Annuities

Wink Intel

Annuity research firm Wink, Inc. has released it 1st Quarter, 2021 deferred annuity sales results. Wink’s Sales & Market Report is the insurance industry’s #1 resource for annuity sales data since 1997. Sixty-one indexed annuity providers, 46 fixed annuity providers, 66 multi-year guaranteed annuity (MYGA) providers, 14 structured annuity providers, and 43 variable annuity providers participated in the 95th edition of Wink’s Sales & Market Report for 1st Quarter, 2021.

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What Questions Are Brands Asking About Their ESG Initiatives Ahead of 2024?

Temperatures are rising (and not just metaphorically) as key stakeholders anxiously anticipate the outcomes of COP28. While companies reconsider their 2024 environmental sustainability strategies, there is another aspect of ESG that deserves exploring, the social sector. In the latest edition of "Navigating ESG Comms Through the Cosmos - Sagittarius Edition", 3BL hones in on this sign’s bold quality of asking questions others are burning to know the answers to.

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Principal Financial Group® Announces Results of Strategic Review

Wink Intel

DES MOINES, Iowa–( BUSINESS WIRE )– Principal Financial Group ® (Nasdaq: PFG) today announced changes to its portfolio and capital management strategy to drive profitable growth, reduce capital intensity, sharpen its strategic focus, and generate long-term value for shareholders. These changes were approved by the Principal Board of Directors following a comprehensive review of the company’s business mix and capital management options that was undertaken as a part of a cooperation a

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Why Annuity Adoption Among Fee-Based Advisors Is Still So Slow

Wink Intel

In the first quarter, a sliver of the deferred annuities sold, or 2.28%, were fee-based, according to new Wink data. That’s only slightly higher than the 1.87% recorded in the last quarter of 2020. “Sales of fee-based annuities are increasing quite steadily, but the growth really isn’t too much to get excited about,” says Sheryl Moore , the CEO of the research firm, which compiles data on the annuity market.

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IOWA VIEW Opinion: Why American Equity Investment Life Insurance Co. is making a commitment to the soccer stadium and the community

Wink Intel

American Equity Investment Life Insurance Co., a New York Stock Exchange publicly traded company, is proud to have its headquarters in the greater Des Moines metro area. For over 25 years, we have supported American families by offering annuity and investments solutions as they plan to secure their financial futures. We take our client promise of providing individuals with the dignity of a paycheck for life as the bedrock principle within our corporate culture.

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An Unknown Consequence to a 4th of July DUI: The Inability to Get Life Insurance

Wink Intel

SAN FRANCISCO , June 28, 2021 /PRNewswire/ — Fourth of July is historically one of the worst holidays for driving and alcohol-impaired accidents. Drivers who drive under the influence are not only risking their life and the lives of others, they are risking being able to ever get life insurance for their families, according to new data from Ethos Life, the InsurTech leader that is transforming the life insurance space.

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ABM Evolution: How Top Marketers Are Using Account-Based Strategies

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.

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Halo Investing Adds AIG Life & Retirement to Its Annuities Platform

Wink Intel

CHICAGO , June 28, 2021 /PRNewswire/ — Halo Investing (“Halo”), the world’s first and only independent, multi-issuer technology platform for protective investments, today announced that AIG Life & Retirement has joined Halo’s growing digital annuities platform. AIG Life & Retirement will offer its Power Index Advisory ® and Assured Edge ® Advisory annuities on Halo, enabling financial advisors to seamlessly include AIG’s retirement solutions as p

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New Insurtech Hub for Wealth Management Launches with Hybrid Distribution

Wink Intel

CORNELIUS, N.C. , June 22, 2021 /PRNewswire/ — Wealth managers can now view, analyze, and manage structured investments alongside fixed and registered insurance products through one centralized platform jointly launched by financial services conglomerate Financial Independence Group, LLC (FIG) and fintech company SIMON Markets (SIMON). Strategically aligned with the commitment of both companies to streamline the wealth management experience for financial professionals, the new platform s

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LifeQuotes.com: U.S. Life Insurers Lift COVID-19 Underwriting Restrictions; Life Insurance Prices Fall to All-Time Lows

Wink Intel

DARIEN, Ill. , June 23, 2021 /PRNewswire/ — LifeQuotes.com, the award-winning life insurance platform that offers instant, comparative rate quotes from 40 highly-rated life insurers and allows customers to buy from the company of their choice, today released the results of a new life insurance survey that confirms COVID-related underwriting restrictions imposed in 2020 are being peeled back, which is great news for life insurance shoppers. . “We have some important news to share wit

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Athene and Annexus Announce Expanded Index Lineup

Wink Intel

WEST DES MOINES, Iowa , June 28, 2021 /PRNewswire/ — Athene USA (“Athene”), a leading provider of retirement savings products, and Annexus, the leading independent designer of fixed indexed annuities (FIAs), today announced enhancements to the index portfolio in the Athene ® BCA ® suite of FIAs, including BCA ® 2.0 and Athene ® Velocity.

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The Silver Lining to Corporate DEI Challenges

In our latest edition of Navigating ESG Comms Through the Cosmos - Scorpio Edition, 3BL embraces the perspective of one of the zodiac's most misunderstood signs: Scorpio. While this sign often has a darker view of the world, they do not shy away from shining a light on controversial topics. This month we take a deep dive into corporate pullback of DEI and how companies can utilize astrological advice to reinvent its social impact communication.