Paul Turnley
DECEMBER 27, 2021
The December 2021 Power BI Desktop update introduced a long-awaited upgrade to the partitioning and Incremental Refresh feature set. The update introduces Hybrid Tables, a new Premium feature that combines the advantages of in-memory Import Mode storage with real-time DirectQuery data access; this is a big step forward for large model management and real-time analytic reporting.
Zoominfo
DECEMBER 27, 2021
Scenario To increase your chances of closing, engage with prospects on social media before an upcoming pitch. Know what’s going on in their space, “like” and comment on posts, look for topics to talk about in your meeting, and even add a little flattery. For example, “I saw you launched a new blog site. You’re crushing it.
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Dataversity
DECEMBER 27, 2021
Companies have been racing to mature their technologies and pursue digital transformations in the last few years, as a way to gain or maintain competitive advantage and resilience. This has led to an emerging area of focus: cyber asset management. Organizations are now taking inventory of their IT infrastructure and prioritizing more agile cyber asset […].
Zoominfo
DECEMBER 27, 2021
Scenario If a prospect’s out-of-office reply comes back from a drip campaign you’re running, respond with a welcome back message. Don’t miss an opportunity to build rapport in the sales process. Using automation, drop any out-of-office leads into a separate sequence before resuming your drip campaign. The new sequence schedules a short, cheery welcome back email two days after the lead returns to the office.
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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.
Dataversity
DECEMBER 27, 2021
Data has established itself as one of the most important elements in both business and science. With the advent of big data services, companies can get access to previously unattainable advanced analytics, and researchers can find almost any imaginable dataset to draw insights from. However, all this potential is hindered by ever-pressing data privacy regulations.
Competitive Intelligence Brief brings together the best content for intelligence professionals from the widest variety of industry thought leaders.
Netbasequid
DECEMBER 27, 2021
Have you ever rummaged through your junk drawer looking for a paperclip? That’s what it feels like when you’re searching for consumer insights from siloed or disparate data sources. These days, brands have data flowing from a variety of drawers, desks and online properties, and without the right tools to manage it all, they tend to lose it, ignore it or miss the important bits.
Dataversity
DECEMBER 27, 2021
Artificial intelligence (AI) is transforming the way we live and work, and the pace of that change is accelerating across every aspect of the business landscape, from operations to the customer experience. As its capabilities expand, investment in AI continues to grow, reaching $67.9 billion in 2020 – a 40% increase from the year prior […]. The post Managing Talent in the Age of AI appeared first on DATAVERSITY.
Wink Intel
DECEMBER 27, 2021
Longevity has thrown a monkey-wrench into many of our assumptions about building adequate and sustainable income for clients. The prospect of outliving one’s assets, running out of money before running out of breath, has become a frightening possibility for many. Moreover, the plans we utilize to help build sustainable portfolios, starting with a once reliable 60/40 strategy, have begun to strain under a nagging low interest environment that is kicking out diminishing yields.
Wink Intel
DECEMBER 27, 2021
Retirement is a lot more complicated than it used to be. The popularity of 401(k) savings plans has turned millions of Americans into their own pension plan managers. Retirees must find suitable investments in an era of record-low rates and frothy markets. They must spend down their assets in a tax-efficient manner. And of this while making sure that they don’t run out of money in a retirement that can last 30 years or more. .
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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 27, 2021
As a first-generation American who grew up in a low-income neighborhood, I know the challenges that working families face in building a solid financial future for themselves. So, when the federal government moves to impose rules that could hurt the ability of many Americans to save for their retirement, it is particularly dismaying. Click HERE to read the full story via The Hill.
Wink Intel
DECEMBER 27, 2021
Life insurance buyers kept insurers busy in 2021. A sales growth record was set in quarter two and then again in quarter three to levels not seen since 2007, according to LIMRA, an industry-funded financial services research company. Life insurance sales growth increased 18% during the first three quarters of 2021, and all types of life insurance policies saw sales increases.
Wink Intel
DECEMBER 27, 2021
MDRT Survey Shows More Focus on Understanding Finances. YouGov conducted a recent study of more than 3,000 United States adults, with an eye to gauging their economic outlook since the COVID?19 pandemic has forced so many people into a position of re-examining their financial situations and better understanding the decisions they’ve made and better strengthening their financial positions from this point forward.
Wink Intel
DECEMBER 27, 2021
Clients who have attempted their own research on individual annuities may have encountered conflicting and sometimes negative information. With so much confusion surrounding annuities and the contrasts between differing types, it can be difficult to help clients understand whether they are the right addition to their retirement portfolio. However, with a little context and explanation, individual annuities can be demystified, and clients can make more informed decisions.
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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 27, 2021
A new Morningstar report has resurrected debate about the safety of the 4% withdrawal rate in a world of low bond yields and high stock valuations. Plugging more realistic portfolio returns into a Monte Carlo simulator reduces the safe withdrawal rate (10% failure) to 3.3%. The report makes the very important point that fixed withdrawal rates aren’t really that realistic.
Wink Intel
DECEMBER 27, 2021
Paul Chong could help hundreds of thousands of Americans live well in retirement. Chong is senior vice president of retirement plan services at CUNA Mutual, a policyholder-owned insurer based in Madison, Wisconsin. CUNA Mutual works with retirement plans that serve about 300,000 employees and have a total of $20 billion in retirement plan assets. Click HERE to read the full story via ThinkAdvisor.
Wink Intel
DECEMBER 27, 2021
The Guardian Life Insurance Co. and TIAA have announced rates for extra 2022 payouts. Guardian says it will base dividends for eligible individual life insurance policyholders on a dividend interest rate of 5.6%. Click HERE to read the full story via ThinkAdvisor. The post Guardian Posts 2022 Dividend Rate appeared first on Wink.
Wink Intel
DECEMBER 27, 2021
Here is an article that appeared in the Dec. 29, 1921, issue of The National Underwriter Life Insurance Edition. Interest has again been aroused in underwriting circles in the case of E.J. Sailstad, president of the Multitone Manufacturing Co., Eau Claire, Wis., who was supposed to have burned to death at Lake Nebagamon, Wis., in August, 1920, by the filing of an application for a marriage license by Mrs.
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
Wink Intel
DECEMBER 27, 2021
Here is an article that appeared in the Dec. 29, 1921, issue of The National Underwriter Life Insurance Edition. In the “National Thrift Week” to be observed Jan. 17-23, life insurance is given a prominent place, the third day of the campaign being “Life Insurance Day.” This movement is fostered by the Y.M.C.A. in cooperation with 42 civic, national, commercial, educational and religious organizations.
Wink Intel
DECEMBER 27, 2021
Here is an article that appeared in the Dec. 29, 1921, issue of The National Underwriter Life Insurance Edition. If more people in high places just understood life insurance better they would get back of life agents even more strongly than they do now. It is the desire of nearly every leader, whether he be in politics, religion, business or what not, to encourage thrift.
Wink Intel
DECEMBER 27, 2021
Jake Tamarkin, the founder of Everyday Life, an online life insurance selection system, says the conventional wisdom is true: The COVID-19 pandemic really has had a big, obvious effect on consumers’ interest in life insurance. Tamarkin started out by getting a bachelor’s degree from the Berklee College of Music, then a master’s degree in business from Indiana University’s business school.
Wink Intel
DECEMBER 27, 2021
The federal government’s financial crash spotters seem to be worrying less about the possible effects of COVID-19 deaths on U.S. life insurers and more about the possible effects of low interest rates. The Financial Stability Oversight Council put a half-page section on life and annuity issuers in its 2021 annual report. Click HERE to read the full story via ThinkAdvisor.
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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.
Wink Intel
DECEMBER 27, 2021
Here is an article that appeared in the Dec. 29, 1921, issue of The National Underwriter Life Insurance Edition. We desire to radiate Prosperity, Courage and without We desire to Cheerfulness, Sincerity, Good Will. We wish to live hate, whim, jealousy, envy or fear. We wish to be simple, honest, natural, frank, clean in mind and clean in practice; to meet all men on absolute equality; to face any obstacle and meet any difficulty unafraid and with courage; to speak well of our competitors; to pro
Wink Intel
DECEMBER 27, 2021
Here is an article that appeared in the Dec. 29, 1921, issue of The National Underwriter Life Insurance Edition. Seattle—The December meeting of the Seattle Association was featured by a scientific treatise of salesmanship by Alva Lee Struthers, a vocational expert from Vancouver, B.C. The speaker analyzed the selling process and made clear that there is a mental transformation [that] takes place in the brain of the prospect at the time a sale is made.
Wink Intel
DECEMBER 27, 2021
As head of Thrivent Advisor Network (or TAN) since June, Carolyn Armitage’s wide experience in the wealth management industry is providing Thrivent’s new independent RIA with strategic guidance that will enable the next phase of its development. Before joining TAN, Armitage served as managing director at an investment bank and consulting firm Echelon Partners, starting in 2017.
Wink Intel
DECEMBER 27, 2021
Although Americans say they worried the most about the COVID-19 pandemic in 2021, rising inflation is now seen as the biggest risk to their retirement plans. This is according to the annual New Year’s Resolutions Study conducted by Allianz Life Insurance Company of North America (Allianz Life). Nearly half (48%) of respondents identified the pandemic as the most worrisome threat of 2021, with the rising cost of living following at 38%. .
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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.
Wink Intel
DECEMBER 27, 2021
Annuities went through a difficult year in 2020 and it was reflected in the news coverage. The pandemic effects, combined with the persistent low-interest-rate environment and ever-changing regulatory landscape, made annuity sales a difficult proposition for many. The good news is the need remained strong among Americans who received a lesson in the value of financial protection during the COVID-19 downturn.
Wink Intel
DECEMBER 27, 2021
Simplicity can be a gold mine for insurers. Conditioned by excellent customer experiences in more forward-thinking verticals, consumers want insurance products they can easily understand, buy and use. Disruptive insurtechs and innovative incumbents that can harness the technology required to satisfy this demand are raking in huge revenues, and will continue to do so in the coming years.
Wink Intel
DECEMBER 27, 2021
The Biden administration has put a number of new policies that are affecting annuities, and while some of them may be unintentional a number of companies may be moving to offshore havens to escape the pressure. Annuity issuers are being acquired by private companies and then becoming nomadic firms that are mainly housing themselves in Bermuda. The current Build Back Better act will affect annuity and insurance contracts with updates to the base erosion and anti-abuse tax. .
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