Smart Data Collective

MAY 16, 2022

Data is becoming more important to modern organizations than ever before. However, many companies are still struggling to use it effectively. One poll found that 74% of companies feel they are still struggling to use data effectively. One of the problems is that they don’t manage their data well. How Companies Can Manage their Data Better. The process of managing data can be quite daunting and complicated.

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Zoominfo

MAY 16, 2022

Marketing technology stacks have been giving marketers headaches since the dawn of time (OK, maybe not that long … but it feels like it). The tools are too complex, too inaccurate, don’t integrate well, aren’t used enough, have too much overlap, and the list goes on. And yet, experts predict that marketers will keep leaning into more complex marketing automation solutions and personalization tools.

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Smart Data Collective

MAY 16, 2022

As businesses strive to remain competitive in today’s economy, the question of how to best compensate employees becomes more important. Many companies are turning to artificial intelligence (AI) to help them create an ideal employee compensation package. . AI can analyze data from a variety of sources to help businesses determine which benefits and salary levels will be most appealing to potential employees.

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Chris Webb BI

MAY 16, 2022

In the future you’re going see me writing blog posts on the official Power Query blog as well as here on my own personal blog, and indeed the first of these posts went live a few hours ago. It’s on a new M function called Table.StopFolding which, as the name suggests, stops query folding taking place: [link]. I’m doing this a) because I was asked very nicely by the Power Query team if I could help out, and b) because it doesn’t make sense for announcements about new Power

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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.

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Smart Data Collective

MAY 16, 2022

Data breaches are becoming more common than ever. The Thales Data Threat Report found that 45% of companies suffered a data breach in the past year. Online businesses are among the most likely victims of data breaches. They are more easily exposed to hackers, which means they have to do more to protect sensitive data. One of the ways hackers target online businesses is through social media.

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Happy Market

MAY 16, 2022

Today I’m joined by Rob Volpe: Author, Speaker, CEO, Chief Catalyst, and Empathy Activist at Ignite 360. Ignite 360 is a consumer data-driven insights and strategy company based in San Francisco. Their work has three primary goals: Elevate your thinking. Expand empathy. Explore through intuition. They work with the world’s leading brands including Pepsi, Wells Fargo, Microsoft, and Whole Foods.

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Dataversity

MAY 16, 2022

The hallmark of any successful Data Governance implementation is awareness. In the context of a large system integration project, we are talking about awareness of: 1) Data Quality expectations and metrics, 2) Enterprise Data Management plan, 3) Data Governance best practices, 4) data risk factors, 5) Data Governance framework, 6) data owners/data consumers, 7) Data Architecture principles, 8) […].

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Wink Intel

MAY 16, 2022

AUSTIN, Texas , May 10, 2022 /PRNewswire/ — Ross R. Moody , Chairman of the Board, President, and Chief Executive Officer of National Western Life Group, Inc. (Nasdaq: NWLI ), announced today first quarter 2022 consolidated net earnings of $36.2 million , or $10.23 per diluted Class A common share, compared with consolidated net earnings of $62.1 million , or $17.57 per diluted Class A common share, for the first quarter of 2021.

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Dataversity

MAY 16, 2022

As more and more companies start to use data-related applications to manage their huge assets of data, the concepts of data modeling and analytics are becoming increasingly important. While they typically rely on one each, they are two very distinct concepts. Companies use data analysis to clean, transform, and model their sets of data, whereas they […].

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Data Analysis Analysis Management Education 52

Wink Intel

MAY 16, 2022

Annuity exchanges could become big business over the coming quarters as short-term fixed-rate deferred contracts expire. It is part of a business climate supercharged by the rise in interest rates, said Todd Giesing, assistant vice president, Secure Retirement Institute Annuity Research. “The pace of change is just unbelievable and trying to keep up with it is a challenge for the insurers,” he said. “But it’s also an opportunity.” Click HERE to read the full story v

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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.

Competitive

Smart Data Collective

MAY 16, 2022

Data-savvy companies are constantly exploring new ways to utilize big data to solve various challenges they encounter. A growing number of companies are using data analytics technology to improve customer engagement. Werner H Kunz of the University of Massachusetts Boston and some of his colleagues addressed this in their paper Customer Engagement in a Big Data World.

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Wink Intel

MAY 16, 2022

Bill Bengen, the inventor of the so-called 4% retirement portfolio withdrawal rule, has a crucial message for financial advisors: “Manage the risk portion of a retirement nest egg actively. Unless you’re willing to vary — reduce — your clients’ allocations to reduce risk, it could be damaging,” the former 25-year advisor argues in an interview with ThinkAdvisor.

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Wink Intel

MAY 16, 2022

WASHINGTON – American Council of Life Insurers (ACLI) President and CEO Susan Neely and National Association of Insurance and Financial Advisors (NAIFA) South Carolina President Johnny Craven issued the following joint statement on the best interest annuity rule adopted recently by Acting Director Michael Wise and the South Carolina Department of Insurance: “A new rule adopted by Acting Director Michael Wise and the South Carolina Department of Insurance boosts protections for consumers seeking

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Wink Intel

MAY 16, 2022

This month’s #AdviserTech roundup looks at Orion’s acquisition of Redtail CRM, Advyzon’s launch of its Quantum Rebalancer, RightCapital’s new one-page Financial Plan Snapshot and Vanguard’s partnering with American Express. . Click HERE to read the full story via InvestmentNews. The post The latest in financial #AdviserTech — May 2022 appeared first on Wink.

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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

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Wink Intel

MAY 16, 2022

It’s been a pretty wild ride for the markets in 2022. Equities and bonds are down so far for the year, and inflation is up (way up on a relative historical basis) — creating a challenging environment for investors. I’ve spoken with quite a few investors and financial advisors over the last few years and a common hesitancy to purchasing an annuity has been the relatively low bond yield environment.

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Wink Intel

MAY 16, 2022

Equitable Holdings’ life insurance business helped create the modern market for registered index-linked annuities, or RILAs. Many other life insurers are now entering that market, attracted by the ability to tie returns to easy-to-manage options contracts, while having the ability to adjust just how much or how little market risk they protect the contract holder against.

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Wink Intel

MAY 16, 2022

The Life Insurance and Annuities (A) Committee sprang into action during the NAIC Spring 2022 National Meeting in April. The A Committee discussed recent activities and 2022 plans for its Life Actuarial Task Force (LATF), its Annuity Suitability Working Group, and its Life Insurance Online Guide Working Group. Click HERE to read the full story via JD Supra.

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Wink Intel

MAY 16, 2022

NEWPORT BEACH, Calif.–( BUSINESS WIRE )–Pacific Life’s Retirement Solutions Division (RSD)’s New Business Status Tracker tool was honored with a gold Stevie ® Award at the 16 th annual Stevie Awards for Sales & Customer Service in the new IVR or Web Service Solution category. This distinguished achievement showcases the advancements of Pacific Life’s digital transformation efforts, particularly in new business and adviser enablement web services.

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Advertiser: ZoomInfo

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

Competitive

Wink Intel

MAY 16, 2022

SAN FRANCISCO–( BUSINESS WIRE )– RetireOne , the leading independent platform for fee-based insurance solutions, today announced a partnership with Fabric to integrate its risk modeling capability into RetireOne’s user platform, beginning with its zero-commission contingent deferred annuity, Constance SM. Developed in partnership with Midland National ® Life Insurance Company and offered exclusively on the RetireOne platform, Constance is a form of portfolio income insurance that

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Wink Intel

MAY 16, 2022

Jackson Announces First Quarter 2022 Results. May 10, 2022 04:15 PM Eastern Daylight Time. LANSING, Mich.–( BUSINESS WIRE )–Jackson Financial Inc. (NYSE: JXN) (Jackson®) today announced financial results for the three months ended March 31, 2022. Key Highlights. Net income of $2,025 million, or $22.51 per diluted share, including the impact of non-economic hedging results under GAAP accounting.

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Wink Intel

MAY 16, 2022

RADNOR, Pa.–( BUSINESS WIRE )–Lincoln Financial Group (NYSE: LNC) today launched the next generation of Lincoln MoneyGuard ® by introducing MoneyGuard Fixed Advantage SM , a universal life insurance policy with a long-term care rider. The MoneyGuard solutions suite helps address the concerns of 87% of Americans surveyed who say that having a long-term care solution would help them feel more confident about their financial future 1.

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Wink Intel

MAY 16, 2022

BELLEVUE, Wash.–( BUSINESS WIRE )–Symetra, a national provider of employee benefits, annuities and life insurance, has launched new brand advertising featuring five-time Olympic gold medalist and four-time WNBA Champion Sue Bird. This marks the Pacific Northwest-based life insurer’s fourth collaboration with the Seattle Storm point guard.

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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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Wink Intel

MAY 16, 2022

The Federal Reserve’s Board of Governors released its annual Financial Stability Report this month. Portions of the 72-page document were devoted to statistics on the financial health of the US life insurance industry, which includes the annuity industry. . The report noted an overall increase in the liquidity of the industry’s liabilities and a trend toward holding less liquid assets—a potential cause of difficulty.

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Wink Intel

MAY 16, 2022

Life insurers, researchers and others converged on Washington last week to sell themselves, and the world, on the idea that it’s nice for retirees to have big companies working hard to offer them a stream of income that will last throughout retirement. The Alliance for Lifetime Income held the 2022 Future of Protected Income Summit: The Countdown to Peak 65, in person.

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Wink Intel

MAY 16, 2022

The American Council of Life Insurers would prefer to see S&P Global Ratings take a different approach if and when it updates its rules for rating insurers’ capital levels. Mariana Gomez-Vock, a senior vice president at the ACLI, gave that assessment Wednesday at a hearing on the bond rating industrythat was organized by the House Financial Services Subcommittee on Investor Protection, Entrepreneurship and Capital Markets.

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Wink Intel

MAY 16, 2022

Federal regulators could try to regain their authority over nonbank financial institutions that look as if they could hurt the U.S. financial system. Treasury Secretary Janet Yellen talked about regulators’ thoughts on designating some nonbanks as “systemically important financial institutions,” or SIFIs, on Tuesday at a Senate Banking Committee hearing on the Financial Stability Oversight Council’s annual report to Congress.

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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

MAY 16, 2022

Economists at a Swiss Re research arm have tried to think about the winds that might blow the world’s life insurers around over the next two years. The economists have come out with a cautious prediction that life insurers could do pretty well, in a new report on the possible effects of “stagflation,” or a combination of rising prices and slow economic growth.

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Wink Intel

MAY 16, 2022

Northwestern Mutual is trying to add some real diversification to its investment portfolio — by investing in its own neighbors. The Milwaukee-based mutual life insurer is allocating $5 million of its assets to two Milwaukee-based community development financial institutions: Legacy Redevelopment Corp. and Northwest Side Community Development Corp. Click HERE to read the full story via ThinkAdvisor.

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Wink Intel

MAY 16, 2022

U.S. life insurers continued to make corporate bonds their main investment course in 2021, but they increased asset-backed securities allocations to add some yield spice. The Capital Markets Bureau, an arm of the National Association of Insurance Commissioners, has published a life insurer portfolio snapshot in its latest annual report on U.S. insurers’ cash and invested assets.

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Wink Intel

MAY 16, 2022

U.S. individual life insurance application activity continued to cool in April, according to the new MIB life application activity report. Application activity was 7.7% lower in March than in March 2021. Click HERE to read the full story via ThinkAdvisor. The post Life Application Activity Cools Again appeared first on Wink.

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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.

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