Tue.Jun 21, 2022

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Competitive Comparison: What It Is, Why You Need It, & How to Do It

Netbasequid

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. It gives you a thorough understanding of your own brand position, audience and trends. Let’s check it out! What does a competitive analysis offer and why does a brand need it?

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Celebrating 25 Years of TDAN.com!

TDAN BI

Twenty-five years ago today, I published the first issue of The Data Administration Newsletter. Websites were new creatures back then, and the newsletter started as a series of pages on my internet provider’s servers. It only took a few months to recognize that there was an audience for an “online” publication focused on data administration. […].

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Multicloud Strategies for Data Management

IT Business Edge

Many companies see multicloud as the best way forward for their hosting needs. If you think it is the right approach for your business, you should first have a data strategy in place. This will allow you to avoid complexities in your IT infrastructure as well as better take advantage of the many benefits multicloud infrastructure offers. In addition, beginning with a strategy in mind with the multicloud approach toward data management can go a long way in optimizing data management and minimizin

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10 Common gaps with reporting in OTBI and How to Overcome them ?

Splash BI

10 Common gaps with reporting in OTBI and How to Overcome them? Explore – What is Oracle OTBI? OTBI Challenges and Limitations. How to overcome the OTBI Limitations? What is Oracle OTBI? Oracle Transactional Business Intelligence (OTBI) is an enterprise reporting platform that provides standard out-of-the-box reports when enterprises go live with the Oracle Fusion SaaS applications.

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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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Annuity Awareness Month Edition

Wink Intel

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. Annuity Awareness Month aligns perfectly with Wink’s top priority of ensuring that the public has the needed information and tools that are necessary, to succeed in their search for retirement plan and life insurance solutions.

More Trending

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What Juneteenth means to me as a Black financial services professional

Wink Intel

Now that Juneteenth, also called Freedom Day or Black Independence Day, is a federal holiday, we must celebrate it for what it recognize: the end of slavery in the United States, and not let it be seen as just another day off work. Although slavery did officially end in the U.S. in 1865, the historical impact of this practice has been deeply embedded in our society.

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All Eyes on Arizona During Primary Elections. See the Voter Data to Help You Win Your Campaign.

Resonate

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. . To see how quickly Arizona turned competitive, you just have to look at the recent presidential results over the past decade or so.

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Powering Through Disruption

Wink Intel

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.

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Don’t Worry; Retire Happy – With Moshe Milevsky

Wink Intel

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.

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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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Your Clients Need 3 Types of Income: Aaron Seurkamp

Wink Intel

Aaron Seurkamp wants you to help your clients with not just one type of income planning, but with three types of income planning. Seurkamp is a senior vice president at Protective Life and president of the company’s retirement division. Click HERE to read the full story via ThinkAdviso r. Wink’s Note: There are a couple of things that Aaron Seurkamp said in this interview, that really resounded with me.

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Clients Rush to Buy Variable Universal Life Insurance

Wink Intel

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.

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WealthVest to Partner with Aspida to Distribute their WealthLock Product Suite of Annuities

Wink Intel

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. Aspida’s new WealthLockSM Multi-Year Guaranteed Annuity and WealthLockSM Accumulator Fixed Index Annuity – developed jointly with WealthVest – are focused on redefining consumer value in both the fixed annu

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US life premiums grow 6.6% in Q1 as pandemic demand spike retains vigor

Wink Intel

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. .

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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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Changing the Game: SEC Brings Enforcement Action for Exchanging Annuities

Wink Intel

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”) 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.

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Foresters Financial announces 4.75 percent UL crediting rate, one of the highest rates industry wide

Wink Intel

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.

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Integrity Expands Annuity and Life Insurance Distribution by Partnering with Annuity Agents Alliance

Wink Intel

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. DALLAS , June 21, 2022 /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 entered into an agreement to acquire Annuity Agents Alliance , an insur

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SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity

Wink Intel

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. DALLAS , June 14, 2022 /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 acquired SkyPoint Financial and Insurance Services (“SkyPoint”

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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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Midland Retirement Distributors Launches Summit Focus[SM] 3

Wink Intel

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.

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Truist Wealth enters Chicago with experienced team of wealth management professionals

Wink Intel

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. .

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Simplicity Group Acquires Element Insurance Partners – The 38th Organization to Join the Fast-Growing Partnership

Wink Intel

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.

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MassMutual Recognized as one of the 50 Most Community-Minded Companies in the United States

Wink Intel

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.

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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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AIG Named to The Civic 50 List by Points of Light

Wink Intel

. . 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.

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Pacific Life Named by Points of Light as One of America’s 50 Most Community-Minded Companies

Wink Intel

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.

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Protective Life Corporation Releases 2021 Sustainability Report

Wink Intel

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.

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25% Of Advisors Near Retirement Lack A Succession Plan, Cerulli Says

Wink Intel

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.

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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.