CIO

APRIL 2, 2024

Over the past decade, CIOs have invested significantly in digital transformation initiatives in an effort to improve customer experiences, build data analytics capabilities, and deliver productivity enhancements with automation. Underpinning these initiatives is a slew of technology capabilities and strategies aimed at accelerating delivery cycles, such as establishing product management disciplines, building cloud architectures, developing devops capabilities, and fostering agile cultures.

Management 781

Management Technology Technology Globalization 781

Smart Data Collective

APRIL 2, 2024

Big data has led to major breakthroughs in the web development profession in recent years.

Technology 260

Technology Technology 260

GrowbyData

APRIL 2, 2024

In part three of our exploration into Google SERP features, we continue to unravel the ever-evolving landscape of search engine marketing (SEM) and its impact on digital strategies. As Google’s algorithm continues to refine itself towards delivering a more seamless user experience, businesses must stay abreast of the latest developments. Diving deeper into these features, we dissect their significance, benefits, and strategies for optimization.

Benchmarking 64

Benchmarking Algorithm Capital Analysis 64

Dataversity

APRIL 2, 2024

According to the Bureau of Labor Statistics, the outlook for jobs around managing data architecture and databases looks pretty good: The number of professionals with roles around managing data is due to grow by eight percent from 2022 to 2032. However, while the number of roles that work around data is going up, the position of database […] The post DevOps and Data: Lessons Teams Can Learn About Managing Databases appeared first on DATAVERSITY.

Learning 57

Learning Management Education Information 57

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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.

IT

WideNARROW

APRIL 2, 2024

The insurance sector, known for its adherence to tradition and reliance on established practices, finds itself on the brink of a monumental transformation. As digital channels continue to reshape the insurance landscape, understanding the pivotal role of artificial intelligence (AI) is paramount. AI presents unprecedented opportunities, ranging from elevating customer satisfaction to streamlining processes and refining risk assessments.

Intelligence 52

Intelligence Intelligence IT 52

WideNARROW

APRIL 2, 2024

Embracing the Future of Market Intelligence The landscape of market intelligence has undergone a significant transformation in recent years, propelled by advancements in technology and the rising demand for actionable insights. Traditional methods of data gathering and analysis have given way to innovative approaches driven by cutting-edge technologies.

Market Intelligence 52

Market Intelligence Analysis Intelligence Intelligence 52

Wink Intel

APRIL 2, 2024

WealthVest has deployed a new nationwide distribution team to focus on its partnership with life insurance and annuities firm Aspida. Click HERE to read the full story via InvestmentNews The post WealthVest adds new wholesale team to add to growing Aspida annuities sales appeared first on Wink, Inc.

Sales 40

Sales IT 40

CIO

APRIL 2, 2024

The US and the UK have signed an agreement to test the safety of large language models (LLMs) that underpin AI systems. The agreement or memorandum of understanding (MoU) — signed in Washington by US Commerce Secretary Gina Raimondo and UK Technology Secretary Michelle Donelan on Monday — will see both countries working to align their scientific approaches and working closely to develop suites of evaluations for AI models, systems, and agents.

Commerce 504

Commerce Technology Technology Intelligence 504

Wink Intel

APRIL 2, 2024

Columbus, OH – Nationwide is now offering term life insurance through local independent agencies to protect more people, businesses and futures with extraordinary care. Nationwide Brokerage Solutions (NBS) and its 14,500 affiliated local agencies will get access to Nationwide’s best-in-class underwriting process and products, delivering fast and competitive decisions and solutions to succeed in selling term life insurance.

Advantage 40

Advantage Advantage Innovation Competitive 40

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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

Wink Intel

APRIL 2, 2024

A company that buys in-force life insurance policies from the customers hopes to sell some of the policies to life insurance companies. Jay Jackson, the CEO of Abacus Life, talked about his company’s efforts to sell policies to life insurers last week, during a conference call the company held to go over results for the fourth quarter of 2023 with securities analysts.

Security 40

Security Security Marketing Marketing 40

Wink Intel

APRIL 2, 2024

The Federal Bureau of Investigation is searching for an Iowa financial advisor accused of money laundering and wire fraud. William Jack Berg, 51, allegedly defrauded more than a dozen client investors in a scheme that caused them to lose over $1.5 million, according to the FBI , which lists him on its Most Wanted page for white-collar crimes. Click HERE to read the full story via Think Advisor The post FBI Hunts Iowa Advisor Charged With $1.5M Fraud appeared first on Wink, Inc.

IT 40

IT 40

Wink Intel

APRIL 2, 2024

For the past two decades, many in the financial services industry have marked April by observing Financial Literacy Month. The month is dedicated to helping Americans gain knowledge and skills to manage their personal finances effectively and build generational wealth. This April, as financial professionals discuss educational resources with their clients, it is also the perfect time for those same financial professionals to brush up on their own skills, which has the following benefits: Click H

Finance 40

Finance Education Knowledge Management 40

Wink Intel

APRIL 2, 2024

This post has been updated as of March 28, 2024, to reflect changes to the Massachusetts estate tax exemption. There is a common misconception that life insurance benefits are not subject to estate tax. While the proceeds of a life insurance policy are not taxable income to the beneficiaries, they are part of a person’s taxable estate if the insured dies owning the policy.

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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

Security

Wink Intel

APRIL 2, 2024

This one is a real punch in the gut. It is my sad duty to report the passing of a wonderful friend and one of our industry’s most diligent and beloved heroes, Ed Murray, Murray & Zuckerman, Inc., Schenectady, NY. After graduating with a degree in finance, Ed served as a combat veteran in the 11th Armored Cavalry Regiment known as “The Blackhorse” as an Artillery Forward Observer in Vietnam.

Finance 40

Finance IT 40

Wink Intel

APRIL 2, 2024

One of the top ways that my agents get in front of consumers is by them—the agent—understanding Social Security retirement benefits in order to help their clients file correctly. Some folks who have never really dug into Social Security filing strategies will say that Social Security is a “bait and switch” method of getting in front of clients. I disagree!

Security 40

Security Security 40

Wink Intel

APRIL 2, 2024

Experts have long warned that the United States is headed for a retirement crisis. New research shows just how dire that crisis could be. The problem is not just that Americans aren’t saving enough for retirement. More than one-quarter of them have no retirement savings at all, according to a new study by the personal finance website GoBankingRates.

Finance 40

Finance Research Marketing Marketing 40

Wink Intel

APRIL 2, 2024

Annuity advisors should not have to wait breathlessly to see what exciting thing the issuer’s order processing team will do next. That’s one of the ideas driving recent annuity support services and annuity product announcements. Click HERE to read the full story via Think Advisor The post Eliminate Annuity Advisor Suspense appeared first on Wink, Inc.

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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

APRIL 2, 2024

The American Council of Life Insurers is making a new effort to shape the U.S. Department of Labor’s fiduciary definition proposals. The life insurer group plans to meet with regulation reviewers at the federal Office of Information and Regulatory Affairs on April 9, according to a record on the Office of Management and Budget website. Click HERE to read the full story via Think Advisor The post Life Insurers to Meet With White House Office on DOL Fiduciary Rule appeared first on Wink, Inc.

Management 40

Management Information 40

Wink Intel

APRIL 2, 2024

In exploring the current landscape of life insurance technology, my focus is squarely on the present, sidestepping both a reevaluation of the past year and speculative forecasts. Two domains are witnessing remarkable growth right now. First, the realm of underwriting is experiencing a significant transformation. Click HERE to read the full story via INN The post Digital transformation: How tech is shaping the life insurance landscape appeared first on Wink, Inc.

Technology 40

Technology Technology 40

Wink Intel

APRIL 2, 2024

Should the proceeds of a life insurance policy taken out by a corporation on a shareholder be considered a corporate asset that raises the value of the company for calculating estate taxes? Or are they simply a pre-existing liability the company has to meet to purchase the shares from the estate of a deceased shareholder? That was the question facing the U.S.

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Wink Intel

APRIL 2, 2024

April is National Financial Literacy Month, an annual observation NAIFA wholeheartedly agrees with. But why is financial literacy important and what are we doing about it? FINRA surveys consistently show that around two-thirds of Americans lack basic financial understanding, and their lack of knowledge is significant. Those who score higher on FINRA’s financial literacy quiz show a greater tendency to earn more than they spend, have an emergency fund of three-months’ salary or more, contribute

Knowledge 40

Knowledge IT 40

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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.

Business

Wink Intel

APRIL 2, 2024

DALLAS , March 28, 2024 /PRNewswire/ — Integrity Marketing Group, LLC (“Integrity”), one of the leading independent distributors of life, health and wealth products, today announced that Integrity Co-Founder and CEO Bryan W. Adams has been recognized as a top CEO for large companies in the United States. Adams is joined on the list by highly acclaimed executives from Adobe, Instacart, Experian, IBM and AT&T.

Innovation 40

Innovation Education Win Technology 40

Wink Intel

APRIL 2, 2024

Agency focused on serving diverse community of agents and clients turns to Integrity for next era of growth fueled by access to Integrity’s transformative technology-focused Suite of Solutions DALLAS , March 26, 2024 /PRNewswire/ — Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has partnered with Unity , one of the country’s l

Innovation 40

Innovation Alliance Finance Technology 40

Wink Intel

APRIL 2, 2024

LINCOLN, Neb. , March 29, 2024 /PRNewswire/ — The group division of Ameritas proudly announces its 17th consecutive certification as a BenchmarkPortal Center of Excellence, solidifying its position as a leader in customer service and support excellence. This prestigious recognition for 2023 underscores Ameritas’ commitment to meeting and exceeding the highest standards in the industry.

Benchmarking 40

Benchmarking Finance Security Security 40

Wink Intel

APRIL 2, 2024

Guardian MarketPerform is a next-generation annuity designed to help individuals balance retirement planning, growth potential, and a level of protection. NEW YORK , March 27, 2024 /PRNewswire/ — The Guardian Life Insurance Company of America ® ( Guardian ) has launched Guardian MarketPerform, a new Registered Index-Linked Annuity (RILA) designed to help individuals build their retirement assets with a level of protection.

Business 40

Business Marketing Marketing Loss 40

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

APRIL 2, 2024

Born in Pakistan, Esfand Dinshaw had a talent and interest in math that set him on a journey that landed him studying actuarial science in Des Moines, Iowa. Four decades later, that journey has taken Dinshaw to the top position at Sammons, where he sees math — and artificial intelligence — as the keys to providing instant underwriting decisions that can pave the way for more consumers to purchase life insurance.

Intelligence 40

Intelligence Intelligence IT 40

Wink Intel

APRIL 2, 2024

Over the past 25 years, indexed universal life policies have become arguably the most complex life insurance products on the market — both for better and for worse. One feature of today’s IULs is the volatility-controlled index. These index strategies are referred to by several different names in our industry: VCIs, proprietary indices and engineered indices, to name just a few.

Marketing 40

Marketing Marketing 40

Wink Intel

APRIL 2, 2024

Every day, 12,000 baby boomers in the United States reach the age of 65, according to the Census Bureau. By 2030, all baby boomers will be 65 or older. One consequence of this demographic trend is that the investment objective of baby boomers has shifted from a desire for growth to a need for protection. It’s not surprising, then, that annuities that offer downside protection and guaranteed returns have become more popular than those offering high growth potential.

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Marketing Marketing IT 40