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Netbasequid
JUNE 21, 2022
The need for social and media analytics continues to rise as more companies enter into the playing field. And a competitive comparison is a vital part of your company’s benchmarking efforts to stay a few steps ahead here.
Wink Intel
JUNE 21, 2022
June is Annuity Awareness Month! We reprinted our Chief Storyteller, Sheryl Moore’s most requested annuity-focused articles all month long; they are indicated with “reprint” in the title. You’ll find these timeless articles are still relevant today.
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SCIP
JUNE 21, 2022
Upcoming webinars, topic tables & workshops. Upcoming SCIP Events. SOLD OUT / June 22 - Topic Table. Knowledge Transfer Tips & Tricks. Moderator : Laurie Young (Lone Star).
Wink Intel
JUNE 21, 2022
As 2022 rolls into summer, the annuity market is enduring every kind of gut punch disruption imaginable — from the pandemic to technology, from regulation to inflation. And now you can add massive interest rate uncertainty to the mix. But after a pandemic sales dip, Americans resumed loving on annuities, more so than ever. Click HERE to read the full story via INN. The post Powering Through Disruption appeared first on Wink. Industry Articles
Resonate
JUNE 21, 2022
Arizona has rightfully earned the political spotlight as the nation’s newest and arguably most exciting swing state. Once a Republican bastion, home of John McCain and the conservative godfather, Barry Goldwater, Arizona now wears a shade of purple reminiscent of its summer sunsets. .
Wink Intel
JUNE 21, 2022
Record inflation. Skyrocketing long-term care costs. The widening retirement income gap. All these things can lead would-be retirees to believe that the post-employment years are a time to fear. But it doesn’t have to be that way. Click HERE to read the full story via INN. Wink’s Note: Now, I am reading Paul Feldman ‘s InsuranceNewsNet magazine. I always find myself saying that I want to be friends with Moshe Arye Milevsky. We’ve done a focus group together.
Competitive Intelligence Brief brings together the best content for intelligence professionals from the widest variety of industry thought leaders.
Wink Intel
JUNE 21, 2022
Clients who bought U.S. individual life insurance in the first quarter were hungry for policies that were designed to do well when the stock market does well, according to new market data from LIMRA. Variable universal life policies, or policies that combine a minimum level of policy cash value growth with the potential to do better when mutual fund-like investment funds flourish, were the clear sales leader. Click HERE to read the full story via ThinkAdvisor.
Wink Intel
JUNE 21, 2022
Aspida Life Insurance Company (“Aspida”), a life insurance and annuity company, and WealthVest, a financial services marketing and wholesaling firm, announced plans today to partner on the distribution of Aspida’s principal-protected retirement solutions, now available in more than 35 states.
Wink Intel
JUNE 21, 2022
With the demand for insurance growing in the wake of the COVID-19 pandemic, U.S. life insurers saw year-over-year growth of 6.6% in direct premiums during the first quarter of 2022 compared to the same period last year. Individual and group direct premiums combined amounted to $52.26 billion in the first quarter of 2022, an increase from $49.01 billion from the prior-year period. . Click HERE to read the full story via S&P Global Market Intelligence. The post US life premiums grow 6.6%
Wink Intel
JUNE 21, 2022
A defiant Washington State Insurance Commissioner Mike Kreidler said Friday that he will not resign despite losing Gov. Jay Inslee’s support after multiple scandals. Kreidler fired a top aide who had complained that the longtime commissioner bullied him, used crass language and was “antagonizing staff.”
Wink Intel
JUNE 21, 2022
On Monday, May 25, 2022, the U.S. Securities and Exchange Commission issued an Order Instituting Administrative and Cease-And-Desist Proceedings (“Order”) against RiverSource Distributors, Inc. (“RDI”) RDI”) with respect to exchanges it made with existing customers between January 2017 and May 2018 of variable annuities. Click HERE to read the full story via The National Law Review. The post Changing the Game: SEC Brings Enforcement Action for Exchanging Annuities appeared first on Wink.
Wink Intel
JUNE 21, 2022
New Jersey, NJ — ( SBWIRE ) — 06/21/2022 — Global Permanent Life Insurance Market Status, Trends and COVID-19 Impact Report 2021 is latest research study released by HTF MI evaluating the market risk side analysis, highlighting opportunities and leveraged with strategic and tactical decision-making support.
Wink Intel
JUNE 21, 2022
TORONTO , June 21, 2022 /PRNewswire/ – Foresters Financial (Foresters), the fraternal life insurer that’s boldly redefining the life insurance industry through innovation, purpose and wellness, today announced that the non-guaranteed crediting rate on its SMART Universal Life Insurance (“SMART UL”) [1] will increase from 4.50 percent to 4.75 percent across new and many in-force certificates.
Wink Intel
JUNE 21, 2022
Denver -based IMO will benefit from the security, scalability and resources that Integrity partnership provides as it works to serve the complex financial needs of more Americans.
Wink Intel
JUNE 21, 2022
High-performing IMO with impressive track record and trajectory will tap into Integrity’s end-to-end platform to enhance agent support and protect more American families.
Wink Intel
JUNE 21, 2022
WEST DES MOINES, Iowa , June 14, 2022 /PRNewswire/ — Midland Retirement Distributors , a division of Sammons Institutional Group®, Inc. – a member company of Sammons Financial Group – announces the launch of Summit Focus SM 3, a new three-year fixed index annuity. Midland Retirement Distributors specializes in fixed and fixed index annuities that provide customers and clients with choice, focus, and flexibility in their retirement planning.
Wink Intel
JUNE 21, 2022
CHARLOTTE, N.C. and CHICAGO , June 13, 2022 /PRNewswire/ — Truist Wealth today announced its entry into Chicago with a 10-person team of wealth management professionals. The third-largest U.S. market, Chicago presents a significant opportunity for Truist Wealth as it continues its expansion into major metropolitan markets across the U.S. .
Wink Intel
JUNE 21, 2022
RALEIGH, N.C. , June 21, 2022 /PRNewswire/ — Sapiens International Corporation , (NASDAQ: SPNS ) (TASE: SPNS), a leading global provider of software solutions for the insurance industry, announced today that EquiTrust Life , a leading North American life and health insurance company, has selected Sapiens’ award-winning suite of e-application, illustration and digital solutions to provide their agents next generation customer acquisition and service capabilities.
Wink Intel
JUNE 21, 2022
SUMMIT, N.J. , June 21, 2022 /PRNewswire/ — The Simplicity Group (“Simplicity”) today announced the acquisition of Element Insurance Partners (“Element”), an independent insurance brokerage agency based in Omaha, Nebraska. With this deal, Simplicity’s 38 th acquisition, Simplicity welcomes Troy Woods as a partner. Mr. Woods will continue to manage the day-to-day business operations of Element, while transitioning to the Simplicity brand.
Wink Intel
JUNE 21, 2022
SPRINGFIELD, Mass.–( –( BUSINESS WIRE )–Today, Points of Light, the world’s largest nonprofit dedicated to accelerating people-powered change, announced The Civic 50 honorees of 2022 and a report featuring key trends, benchmarking data, and insights from the honorees. In its first year applying, Massachusetts Mutual Life Insurance Company ( MassMutual ) has been named a 2022 honoree of The Civic 50.
Wink Intel
JUNE 21, 2022
. . NEW YORK–( BUSINESS WIRE )–For the first time, American International Group, Inc. NYSE: AIG) has been recognized as one of the 50 most community-minded companies in the United States by Points of Light, a nonpartisan, global nonprofit organization that inspires, equips and mobilizes millions of people to take action that changes the world.
Wink Intel
JUNE 21, 2022
NEWPORT BEACH, Calif.–( –( BUSINESS WIRE )–Pacific Life has been named a national 2022 Civic 50 honoree by Points of Light, acknowledging it as one of the 50 most community-minded companies in the United States. The Civic 50 sets the standard for corporate civic engagement and creates a roadmap for companies seeking to best use their time, talent and resources to improve the quality of life in the communities where they do business.
Wink Intel
JUNE 21, 2022
BIRMINGHAM, Ala.–( –( BUSINESS WIRE )– Protective Life Corporation (Protective), a wholly owned U.S. subsidiary of Dai-ichi Life Holdings, Inc. TSE:8750), today announced the publication of the company’s 2021 Sustainability Report , highlighting key achievements of integrating sustainable practices throughout the organization and living out the company’s purpose as protectors. Click HERE to read the full story via BusinessWire.
Wink Intel
JUNE 21, 2022
Over the next decade, more than a third of financial advisors are expected to retire and these advisors control more than $10 trillion in assets, or 40% of the entire industry. Yet one in four of these advisors has no idea what their succession plan will be, a new study found. Click HERE to read the full story via Financial Advisor. The post 25% Of Advisors Near Retirement Lack A Succession Plan, Cerulli Says appeared first on Wink. Industry Articles
Wink Intel
JUNE 21, 2022
In the first half of 2022, the bull market in bond prices that had been running hard since 1982 fell to its knees. Since January, the Bloomberg Barclay’s US Aggregate Bond Index dropped 8.8%, its biggest decline in 4 decades. The major driver: investor anxiety that the Federal Reserve’s plan to fight inflation by raising interest rates would hurt bond prices. Higher interest rates typically mean lower bond prices and higher bond yields. Click HERE to read the full story via Advisor Magazine.
Wink Intel
JUNE 21, 2022
BOSTON–( BUSINESS WIRE )–As part of its ongoing efforts to engage the next generation, Fidelity Investments ® today released results of the 2022 Teens and Money Study , revealing that while seven-in-ten teens look up to family members as financial role models, only a third (34%) say that their family regularly talks about investing. What’s more, nearly half say investing “feels out of reach” and only one-in-five teens say they’ve started investing.
Wink Intel
JUNE 21, 2022
If Congress really wants to help retirees and those saving for retirement, they need to fix the 10-year rule in the IRS’ proposed regulations on how to handle required minimum distributions under the Setting Every Community Up for Retirement Enhancement (Secure) Act of 2019, according to IRA specialist Ed Slott of Ed Slott & Co. None of the bills that are to make up Congress’ Secure Act 2.0 package include such a fix, Slott told ThinkAdvisor Tuesday in an email.
Wink Intel
JUNE 21, 2022
Achaean Financial wants to offer your clients another way to create a lifetime stream of retirement income. The Lake Forest, Illinois-based financial products developer is joining with National Western Life Insurance Co, to create a single-premium immediate annuity, or SPIA, that will include a patented type of income increase feature that may help a retiree cope with inflation. Click HERE to read the full story via ThinkAdvisor.
Wink Intel
JUNE 21, 2022
life and annuity insurers are trying to be polite about the Federal Reserve Board doing what it can to push interest rates up 0.75 percentage points. On Wednesday, the Fed moved to increase the target range for the “federal funds rate” — the rate banks use to lend reserve balances to other banks overnight — from 0.75% to 1% to 1.5% to 1.75%. Click HERE to read the full story via ThinkAdvisor. The post Fed Rate Hike Could Boost Floating-Rate Annuities appeared first on Wink. Industry Articles
Wink Intel
JUNE 21, 2022
Clients with life insurance and annuities may be watching the bear market rummaging around on the mutual funds’ picnic table, and wondering what it means for them. The answer is: It depends. Click HERE to read the full story via ThinkAdvisor. The post 5 Ways the New Stock Market Rollercoaster Could Affect Life Insurers appeared first on Wink. Industry Articles
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