Mon.May 30, 2022

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Innovative Ways to Use Data Visualization

Dataversity

Data is an integral aspect of every organization across all industries. However, presenting data is a crucial exercise that requires a lot of creativity to ensure that every team member can grasp the meaning of the content. Many people get confused about how to find valuable insights from a large volume of data in a spreadsheet. That’s […]. The post Innovative Ways to Use Data Visualization appeared first on DATAVERSITY.

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Vantis Life announces distribution agreement with Everdays

Wink Intel

WINDSOR, Conn. , May 25, 2022 /PRNewswire/ — Vantis Life Insurance Company, a Penn Mutual company, announces a strategic marketing agreement with Everdays, an insurtech firm providing retirement, health and end-of-life planning solutions focused on seniors that are entering or planning for retirement. As part of the agreement, Everdays will market Vantis Life insurance products through its online, digital planning platform.

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Using Enterprise Architecture Roadmaps to Guide Tech Implementation

Dataversity

In the 21st century, every company is a technology company. Innovations in artificial intelligence, machine learning, the Internet of Things (IoT), and other advanced technologies have enabled companies to do things previously unimaginable when it comes to customer experiences, business growth, and revenue. All of that comes at a cost, of course. New technologies, system […].

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DALBAR’s Famed Investor Behavior Research Finds Investors in Variable Annuity Subaccounts Trade Less, Earn More

Wink Intel

A Recent Study Shows that Subaccount Investors Consistently Outperform the Average Investor. MARLBOROUGH, Mass. , May 25, 2022 /PRNewswire/ — A new study conducted by DALBAR found that equity investors in variable annuity subaccounts trade less than the average equity investor and have earned consistently more as a result. This important research breaks through common objections to variable annuities with the overall results of higher returns.

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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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CCaaS is a Vital Tool for Managing Customer Analytics

Smart Data Collective

Analytics technology has shaped many aspects of modern business. According to a report we cited last year, 67% of businesses with revenues exceeding $10,000 a year use data analytics. One of the most important reasons companies are investing in analytics technology is to improve their understanding of their customers. Companies are expected to spend over $24 billion on customers analytics technology by 2025.

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RetireOne, Midland National Announce Constance Enhancements to Bring Portfolio Income Insurance Solution to All Fee-Based Financial Advisors

Wink Intel

SAN FRANCISCO–( BUSINESS WIRE )– RetireOne® , the leading platform for fee-based insurance solutions, and Midland National Life Insurance Company (Midland National), today roll out a number of enhancements to Constance – a unique, zero-commission portfolio income insurance solution designed expressly for RIAs. he firms announced the addition of 255 mutual funds, exchange-traded funds (ETFs), and model portfolios to the lineup of investment options covered by Constance.

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Principal Financial Group® Closes Reinsurance Transaction

Wink Intel

DES MOINES, Iowa–( BUSINESS WIRE )– Principal Financial Group® (Nasdaq: PFG) announced today that it has successfully closed its transaction to reinsure the company’s in-force U.S. retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business with an affiliate of Sixth Street and its insurance platform, Talcott Resolution (“Talcott”).

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Finseca Brings 626 Advisors to Schmooze Washington

Wink Intel

Finseca celebrated its new, bigger size by saying hello to the District of Columbia. The Washington-based advisor group gathered 626 advisor members in the nation’s capital this week for an advocacy summit that featured people such as Dean Cameron, the Idaho insurance director and president of the National Association of Insurance Commissioners, as the speakers.

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SEC Hits Ameriprise Unit for Improper Variable Annuity Switching

Wink Intel

The Securities and Exchange Commission on Wednesday announced settled charges against RiverSource Distributors Inc., a wholly owned subsidiary of Ameriprise Financial, for improper switching or replacing of variable annuities — which resulted in higher commissions for RiverSource employees. The action, which involved a censure and a $5 million civil penalty, is the SEC’s first-ever enforcement proceeding under Section 11 of the Investment Company Act of 1940, the agency said.

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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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Advisers better look to Washington for changes in annuity regulations

Wink Intel

Financial advisors better keep an eye on Washington to track changes in annuities regulations or it may come back to bite them, says Jason Muench, certified financial planner at UnitedOne. View the video at InvestmentNews. The post Advisers better look to Washington for changes in annuity regulations appeared first on Wink.

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Build Retirement Confidence with Annuity Awareness

Wink Intel

Time and money are two of your clients’ top assets. Don’t let lack of fixed index annuity awareness cost them valuable time and money in retirement. The cost of waiting. Two individual pre-retirees, have the same goal: add $10,000 in annual income when they retire at 65. Both individuals are interested in the IncomeShield 10 fixed index annuity,* with a Lifetime Income Benefit Rider that provides a 7.25% simple interest growth rate to the income account value.

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National Association of Insurance & Financial Advisors Celebrates State Advocacy Milestone

Wink Intel

FALLS CHURCH, Virginia, May 28 — The National Association of Insurance and Financial Advisors issued the following news release: NAIFA strongly encourages states to adopt the NAIC’s model regulation on annuity transactions, and our state chapters have made promoting adoption of the model an advocacy priority over the past two years. Our efforts, the work of members like you at the grassroots level, and our ability to work with other industry organizations – including the Americ

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Insurers Wait on Bills as 401(k) Annuity Market Is Slow to Bloom

Wink Intel

So far, the promise of the workplace annuity market has been slow to blossom. The opportunity could be “trillions of dollars” in new business, according to Wink CEO Sheryl Moore , but despite numerous initiatives that have been announced, it’s not clear how many sales have been realized. “It is too early to tell if sales are making headway,” said Moore of Wink.

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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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Children Life Insurance Market Is Booming So Rapidly : Allianz , AXA, China Life Insurance: Children Life Insurance Market Size, Share, Future Growth and Opportunity Assessment 2021-2027

Wink Intel

New Jersey, USA — ( SBWIRE ) — 05/26/2022 — Advance Market Analytics published a new research publication on “Children Life Insurance Market Insights, to 2027” with 232 pages and enriched with self-explained Tables and charts in presentable format. In the Study you will find new evolving Trends, Drivers, Restraints, Opportunities generated by targeting market associated stakeholders.