Mon.Mar 29, 2021

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How to Analyze Competitors

Cipher

When you’re figuring out how to analyze competitors, you quickly realize that finding data is the easy part. Even a cursory Google search for material about your competitors will reveal so much that you could end up drowning in data.

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Big Data Trends That Are Disrupting Management Maintenance

Smart Data Collective

Big data is leading to some major breakthroughs in the modern workplace. One study from NewVantage found that 97% of respondents said that their company was investing heavily in big data and AI. Maintenance management’s primary focus has always been maximizing the quality, effectiveness, and quality of equipment in an organization. And this is usually at the lowest possible costs in terms of material and machinery.

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Big Brands Suffering Substantial Losses & Ignoring Social Insight

Netbasequid

If one word sums up the past year of business, it’s change. Social insight clearly called for a pivot to ecommerce prior to COVID-19 and those who listened were able to adapt and succeed when the pandemic took hold. Others who stayed stuck on in-store sales and ignored their audience, weren’t able to pivot in time resulting in closed businesses across the globe.

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Are You Getting The Most Out Of Your Marketing Data?

Smart Data Collective

These are unprecedented times for the analytics industry. Thanks to new tools, including real-time tracking capabilities, businesses had access to more information about their marketing campaigns than ever before. That’s good news, right? Well, it should be, but having access to more marketing data is only actually good news when businesses understand what to do with it.

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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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The Move to Public Cloud and an Intelligent Data Strategy

Dataversity

Click to learn more about author Joe Gaska. It has taken a global pandemic for organizations to finally realize that the old way of doing businesses – and the legacy technologies and processes that came with it – are no longer going to cut it. This is especially true when it comes to applications. As […]. The post The Move to Public Cloud and an Intelligent Data Strategy appeared first on DATAVERSITY.

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Introducing two new features for Owler Pro!

Owler

Today we are excited to launch two new features for our Owler Pro members to help them discover new companies as well as organize the companies they follow on Owler. WATCH THE VIDEO DEMO! SAVED SEARCH Owler Pro’s Advanced Search tool helps you build focused and specific lists of companies that you want to keep an eye on, and now you can save these searches and follow every company that appears in your results.

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Rethinking Extract Transform Load (ETL) Designs

Dataversity

Click to learn more about author Aditi Raiter. Are you in a work environment where streaming architecture is not yet implemented across all IT systems? Have you ever been in a situation when you had to represent the ETL team by being up late for L3 support only to find out that one of your […]. The post Rethinking Extract Transform Load (ETL) Designs appeared first on DATAVERSITY.

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FIAs Stand The Test Of Market Volatility

Wink Intel

With financial anxieties remaining high amid continued market volatility, many Americans are putting more thought into securing their futures, and in doing so, contributing more than ever to their savings. In fact, according to the Federal Reserve Bank of St. Louis1, the average savings for Americans were 13.7% in December of 2020 versus only 7.2% in December of 2019.

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How the Top Women-Led Brands Are Advertising in 2021

Pathmatics

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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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US Life & Annuity Industry Carries Mixed Momentum In 2021

Wink Intel

March 16, 2021 — The pace of the U.S. life and annuity industry’s emergence from COVID-19 disruption accelerated late in an otherwise challenging 2020, setting the stage for favorable year-over-year comparisons in key individual business lines in 2021. Life, annuity, and accident and health direct premiums and considerations increased 1.1% in 2020, fueled by double-digit growth in group annuities and a smaller-than-expected decline in ordinary individual annuities, according to statutory data co

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Jackson Reports 2020 Financial Results¹, Continues Demerger Preparations

Wink Intel

LANSING, Mich.–( BUSINESS WIRE )– Jackson ® today announced its full-year financial results, generating $2.8 billion in IFRS pre-tax operating income 2 in 2020. Jackson also reported $19.2 billion in total sales and deposits 3 , noting significant growth in variable annuity and advisory sales. At the end of January, Prudential plc (Prudential; NYSE: PUK), Jackson’s parent company, announced it intends to separate Jackson through a demerger distribution , whereby shares of Jackson’

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Consumers Want Liquidity: Survey

Wink Intel

The hot new investment these days may be a rainy day fund. The Million Dollar Round Table (MDRT) looks at what consumers want, and need, in a new batch of results from a survey of 2,034 U.S. adults, ages 18 and older, that was conducted in November 2020, as the third U.S. wave of the COVID-19 pandemic was beginning. MDRT is a Park Ridge, Illinois-based group for top sellers of life insurance, annuities and other insurance and financial services products.

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Honorable Mention

Wink Intel

Canadian firm buys Ohio National for $1 billion; Net income of life/annuity industry fell almost 50% in 2020; New index annuity income rider from AIG; SIMON adds First Trust Target Outcome ETFs; KKR, owner of Global Atlantic, reports earnings; Voya, Morningstar in managed accounts partnership; A ‘longevity’ biotech SPAC. . Click HERE to read the full story via RIJ.

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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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Life Insurance Providers Global Market Opportunities And Strategies To 2030: COVID-19 Impact and Recovery

Wink Intel

New York, March 29, 2021 (GLOBE NEWSWIRE) — Reportlinker.com announces the release of the report “Life Insurance Providers Global Market Opportunities And Strategies To 2030: COVID-19 Impact and Recovery” – [link]. Description: Where is the largest and fastest growing market for the life insurance providers? How does the market relate to the overall economy, demography and other similar markets?

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10 Things Women Need To Know About Life Insurance

Wink Intel

Women: It’s time for you to close the gender gap in life insurance ownership. Just 47% of women have life insurance coverage versus 58% of men, according to the 2021 Insurance Barometer Study by Life Happens and LIMRA, insurance industry groups. Yet women are just as likely to need life insurance as men. “It’s important for women to realize the contribution they make to their households and to have financial protection in case something happens,” says Brittney Burgett, head of communications at

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BISA Announces 2021 Leadership

Wink Intel

BISA Announces 2021 Leadership. WASHINGTON, D.C., The Bank Insurance & Securities Association (BISA) announces the appointment of two newly selected Board officers and two new members to serve on the association’s Board of Directors in addition to the full slate of officers and board members for 2021. In their newly selected Board officer roles, Michael Miroballi, Huntington Investment Company, will serve as the 2021 BISA President-elect and Jane-ellen Porter, People’s United Adv

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Advisor Development Consultant (Annuity Marketer)

Wink Intel

Simplicity Des Moines West Des Moines, IA, USA. Compensation. $75,000 to $100,000 Annually (plus commission). Benefits Offered. 401K, Dental, Life, Medical, Vision. Employment Type. Full-Time. Why Work Here? “Simplicity is transforming the financial services industry and we are looking for top talent to join us.”. Department: Sales. Position Title: Advisor Development Consultant.

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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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Ohio National To Demutualize In Response To ‘Challenging’ Conditions

Wink Intel

Ohio National executives cited “challenging” economic conditions today in announcing an expansive reorganization plan to demutualize the company. The Ohio National Mutual Holdings board of directors unanimously approved a strategic transaction with Constellation Insurance Holdings. ONMH is the parent company of Ohio National Financial Services, a leading provider of financial products.

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In the face of an unprecedented pandemic, Dan Arnold and James Cracchiolo saw their total pay fall last year.

Wink Intel

After leading two of the most prominent financial advice companies through the tumult caused by COVID-19 last year, the chief executives of LPL Financial Holding Inc. and Ameriprise Financial Inc. were rewarded with cuts to their total 2020 compensation, just as share prices for both firms have hit new highs. Click HERE to read the full story via InvestmentNews.

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11 Popular Financial Tips That May Cause More Harm Than Good

Wink Intel

3. ‘Annuities are expensive and ineffective.’. When consumers read or hear that “annuities are expensive” and “don’t offer market-like returns” from the investment community, it has the potential to derail their retirement plans. Often, investment professionals don’t realize that annuities’ primary value proposition is transferring risk—that the purchaser will live in retirement too long—not necessarily to outpace mutual funds and other investments. – Sheryl J.

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Allianz weighs Hartford offer after Chubb bid – sources

Wink Intel

Allianz is said to be privately considering making a counteroffer for Hartford Financial Services after Chubb’s $23 billion offer. Sources familiar with the situation told Bloomberg that the Munich, Germany-headquartered insurance giant is discussing with potential advisers the feasibility of a possible bid. Deliberations are said to be at an early stage and Allianz could decide against making an offer.

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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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Allstate To Take $4 Billion Net Loss This Quarter On Life Sales

Wink Intel

Allstate Corp. struck another deal to sell part of a life-insurance business and warned investors that the divestitures will result in a roughly $4 billion net loss in the first quarter. Wilton Re agreed to pay $220 million to buy Allstate Life Insurance Co. of New York in a transaction that will complete Allstate’s exit from the life and annuity market, according to a statement Monday.

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Sammons Doubles Down on Fee-Based Advisors With New Hire

Wink Intel

Sinclair has a lengthy history of working with fee-based advisors, said Sheryl Moore , CEO of Wink, publisher of Wink’s Sales & Market Report , which tracks the industry. He used to work for Jefferson National, which provided annuities to these advisors, she noted. “His experience will no doubt be helpful to Sammons in their initiatives to further annuity sales in this developing distribution channel,” she said.

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Integrity Adds $3.5B of Yearly Premiums With Latest Purchase

Wink Intel

Sheryl Moore , CEO of Moore Market Intelligence , told InsuranceNewsNet the acquisition was “huge,” combining the first marketing organization for life insurance and annuities, Brokers International, with the largest distributor of Medicare supplement products. She also touted the opportunities for cross-selling. Click HERE to read the full story via Life Annuity Specialist.

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Integrity Acquires Brokers International In Blockbuster Deal

Wink Intel

“This is huge because Brokers International was the first marketing organization in the life insurance and annuity space, and they’re now selling to the biggest distributor of [Medicare supplement] products in the nation,” said Sheryl Moore, president and CEO of Moore Market Intelligence. “Now they’re going to have the opportunity to leverage their med supp knowledge, and new annuity expertise, to provide cross-selling opportunities to a much larger group of sales p

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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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Allstate Completes Exit of Life and Annuity Businesses

Wink Intel

NORTHBROOK, Ill.–( BUSINESS WIRE )–The Allstate Corporation (NYSE: ALL) has agreed to a transaction in which Wilton Re will pay $220 million to acquire Allstate Life Insurance Company of New York (ALNY). The transaction is expected to close in the second half of 2021, subject to regulatory approval and other closing conditions. This transaction, along with the previously announced agreement to sell Allstate Life Insurance Company (ALIC) and certain affiliates to entities managed by B

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IRI: Virginia Annuity Rule Should Include 6-Month Grace Period

Wink Intel

Virginia is the latest state to adopt an updated annuity suitability rule but might be among the first ones to take effect unless the state adds a six-month grace period. Without a change in the rule, producers would have to comply with the new standard as of the implementation date of May 1. The Insured Retirement Institute sent a comment on the rule asking for the change.

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Can Annuities Boost Retiree Returns?

Wink Intel

Although interest rates are rising they’re still pretty low by historical measures, so it’s hard to get a safe, reliable return on savings—especially for retirees who may have a relatively short timeframe. Variable annuities, which invest in mutual fund-like sub-accounts, can post decent gains depending on the vagaries of the market, but they’re also subject to market volatility.