Zoominfo

JANUARY 11, 2022

Conversation intelligence software has quickly progressed from “nice to have” to an essential piece of the sales tech stack. Most teams who have tried conversation intelligence quickly understand how it enables sales reps to spend more time selling and helps them close deals faster. But for sales teams that haven’t experienced conversation intelligence firsthand, it can be hard to understand why so many reps consider it crucial.

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Intelligence Intelligence Win Sales 100

Netbasequid

JANUARY 11, 2022

As we head into the new year, it’s never been more important to keep an eye on consumer sentiment. Understanding the sentiments driving consumer posts and purchasing decisions will be crucial as brands rethink their marketing strategies in 2022 – and we have some sentiment analysis tools to help you along! Here are some surprising consumer sentiment statistics to keep in mind: A full 50% of consumers say during the past two years, they’ve re-evaluated what’s important to them in life.

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Analysis Innovation Information IT 98

Dataversity

JANUARY 11, 2022

In the last couple of years, we’ve seen rapid digital transformation take over with a large emphasis on cloud adoption. In 2022, we can expect this trend to continue, if not increase. The disruptions that spiked cloud adoption back in 2020 aren’t behind us just yet and many organizations still have modernization efforts that need […]. The post Observability: Driving Digital Transformation in 2022 and Beyond appeared first on DATAVERSITY.

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Learning Security Security Education 97

Wink Intel

JANUARY 11, 2022

Finseca — the group formed from the merger of the Association for Advanced Life Underwriting with GAMA International — may combine with the National Association of Independent Life Brokerage Agencies. NAILBA and Finseca announced today that their boards have voted to start the process of looking into a merger. “This process is the culmination of significant due diligence conducted by a joint task force that included NAILBA and Finseca members and staff,” NAILBA and Finseca said today in an annou

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Due Diligence 40

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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

Dataversity

JANUARY 11, 2022

Artificial intelligence (AI) capabilities have led to groundbreaking advancements in various sectors, including banking, communications, and retail. As AI’s capabilities continue to expand, more companies are taking notice: According to a recent report by IDC, the retail industry is predicted to surpass banks when it comes to investing in AI technology.

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Banking Retail Intelligence Intelligence 52

Wink Intel

JANUARY 11, 2022

Regulators were busy in 2021 and annuity sales remained a prime target. Controversial rules put forth by the Securities and Exchange Commission and New York State regulators attracted plenty of attention and readers. Meanwhile, the Department of Labor made noise about taking another stab at a fiduciary standard. Click HERE to read the full story via INN.

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Wink Intel

JANUARY 11, 2022

Pacific Life Insurance will pay a penalty of $3 million for violating New York insurance law in connection with the company’s pension risk transfer business. Click HERE to read the full story via InvestmentNews. The post Pacific Life to pay $3 million for doing unlicensed business appeared first on Wink.

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Wink Intel

JANUARY 11, 2022

Fortitude Re, a reinsurer backed by The Carlyle Group, a $276 billion private equity firm, is completing its annuity-reinsurance-asset management strategy. Midwest Holdings’ life insurer, American Life, has launched a new indexed annuity pegged to an ‘ESG’ index. Click HERE to read the full story via RIJ. The post Fortitude Re, Midwest Holdings pursue ‘triangle’ strategies appeared first on Wink.

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Management IT 40

Wink Intel

JANUARY 11, 2022

The North American Securities Administrators Association released Monday its annual list of top investor threats and urged investors to use caution with popular and volatile unregulated investments. “The most common telltale sign of an investment scam is an offer of guaranteed high returns with no risk. It is important for investors to understand what they are investing in and with whom they are investing,” said Melanie Senter Lubin, NASAA president and Maryland securities commissioner.

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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

JANUARY 11, 2022

In an environment of fast-emerging crypto and blockchain technology, searches like “Bitcoin and Life Insurance,” are producing a wide range of content and topics. Concerns ranging from the likelihood of life insurance companies moving toward accepting Bitcoin, to the involvement of major life insurers in purchasing large amounts of Bitcoin, to the increasing investments of major life insurance in efforts to prepare to offer Bitcoin (or other cryptocurrency) investing, are all front and center co

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Technology Technology 40

Wink Intel

JANUARY 11, 2022

Morgan Stanley, Wells Fargo, UBS and Merrill Lynch all compete fiercely on technology today, but the roots of the term “wirehouse,” which is often used to describe them, reach back to a system from almost 200 years ago. Click HERE to read the full story via Financial Advisor IQ. The post When Was The Term ‘Wirehouse’ First Used? appeared first on Wink.

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Technology Technology 40

Wink Intel

JANUARY 11, 2022

The board of Fidelity National Financial — the Jacksonville, Florida-based title insurance company that acquired F&G, a major annuity issuer — has named Mike Nolan to be the company’s new CEO. Nolan has been Fidelity National’s president since 2016. He has been working for Fidelity National since 1983. Randy Quirk, the current CEO, will become the company’s executive vice chairman.

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Wink Intel

JANUARY 11, 2022

Allianz Life announced today that it has completed the reinsurance agreement with affiliates of Sixth Street, including Talcott Resolution Life Insurance Company, and Resolution Life, for a $35-billion fixed index annuity portfolio. The transaction, announced on December 3, unlocks $4.1 billion in value and frees up regulatory capital for Allianz. Click HERE to read the full story via INN.

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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

JANUARY 11, 2022

January 4, 2021, New York – Aquarian Holdings (“Aquarian”) today announced that it has closed its acquisition of Pavonia Life Insurance Company of New York (“Pavonia”). Aquarian announced earlier this year that it had signed a definitive agreement to acquire Pavonia from a wholly owned U.S. subsidiary of Enstar Group Limited. “We are excited to close our acquisition of Pavonia to continue the growth of our insurance holdings,” said Rudy Sahay, Founder and Managing Partner at Aquarian.

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Wink Intel

JANUARY 11, 2022

HAMILTON, Bermuda–( BUSINESS WIRE )–Monument Re announced today that its Irish subsidiary Monument Life Insurance DAC has completed the acquisition of a closed-block portfolio of variable annuities from Athora Ireland plc, a wholly-owned subsidiary of Athora Holding Ltd. The portfolio has been in run-off since 2017. Financial terms of the transaction were not disclosed.

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Banking Learning Business IT 40

Wink Intel

JANUARY 11, 2022

Duluth, GA, Jan. 4, 2022 – Primerica, a leading provider of financial services to families throughout the United States and Canada, will announce projected year-end production results at its annual gathering of senior sales force leaders. The meeting serves as a kickoff to the year to discuss opportunities ahead and celebrate achievements. “During another year filled with uncertainty, working families across North America are prioritizing efforts to protect their incomes and build financial secu

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Loss Security Security Sales 40

Wink Intel

JANUARY 11, 2022

Newly launched whole life insurance portfolio is designed to provide individuals and businesses the protection they need at a price they can afford. Products reflect Ohio National’s 113-year legacy of offering quality, cost-effective coverage that lasts a lifetime. CINCINNATI, Jan. 04, 2022 (GLOBE NEWSWIRE) — Ohio National is pleased to introduce its latest line of whole life insurance products.

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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

JANUARY 11, 2022

SEATTLE , Jan. 4, 2022 /PRNewswire/ — Milliman, Inc., a premier global consulting and actuarial firm, just released the results of its biennial broad-based survey on term life insurance. The study surveys 34 term life insurance companies and focuses on current topics relevant to a range of these products. Key findings of the study include: Currently, 26 of the 34 survey participants use accelerated underwriting programs for term life insurance, with an additional two participants plannin

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Capital Sales Globalization Information 40

Wink Intel

JANUARY 11, 2022

BIRMINGHAM, Ala. , Jan. 10, 2022 /PRNewswire/ — Highland Capital Brokerage, a national life insurance and annuity distribution company and subsidiary of Advisor Group, today announced the acquisitions of Hallett Financial Group, an independent insurance brokerage agency based in Minneapolis , as well as Hallett Financial’s sister company, Quotacy, an insuretech firm.

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Capital Alliance Security Security 40

Wink Intel

JANUARY 11, 2022

LINCOLN, Neb. , Jan. 10, 2022 /PRNewswire/ — Midwest Holding Inc. (Midwest,NASDAQ: MDWT ), a technology-driven life and annuity platform, announced the closing of a majority ownership sale of a consolidated reinsurance facility to a subsidiary of ORIX Corporation USA (ORIX USA ). Under the terms of the agreement, a subsidiary of ORIX USA purchased approximately 70% of Seneca Incorporated Cell, LLC 2020-01 (SRC1), a Midwest consolidated reinsurance cell.

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Management Capital Finance Security 40

Wink Intel

JANUARY 11, 2022

JACKSONVILLE, Fla. , Jan. 5, 2022 /PRNewswire/ — Fidelity National Financial, Inc.® (NYSE: FNF ) (“FNF” or the ‘Company’), a leading provider of title insurance and transaction services to the real estate and mortgage industries and a leading provider of annuity and life insurance products through the Company’s wholly-owned subsidiary, F&G, announced today that Mike Nolan , the Company’s current President, will assume the role of Chief Executive

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Management Technology Technology Innovation 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

JANUARY 11, 2022

SUMMIT, N.J. , Jan. 5, 2022 /PRNewswire/ — Specialty Program Group, LLC (SPG) , a leading operator of specialty insurance brokerage firms and underwriting facilities, announced today the acquisition of the assets of Brokers’ Service Marketing Group II, LLC (BSMG) as of December 15, 2021. BSMG is a leading life and annuity brokerage general agency (BGA) serving advisors and financial institutions.

Marketing 40

Marketing Marketing Innovation Information 40

Wink Intel

JANUARY 11, 2022

MINNEAPOLIS–( BUSINESS WIRE )–Despite the start of a new year, a majority of Americans remain worried about market volatility, with over three-quarters saying they expect the market to be very volatile in 2022. These findings from the 2021 Q4 Quarterly Market Perceptions Study from Allianz Life Insurance Company of North America ( Allianz Life ), underscore the lingering worries around a number of health and economic risks that Americans are facing every day.

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Loss Globalization Security Security 40

Wink Intel

JANUARY 11, 2022

REDWOOD SHORES, Calif.–( BUSINESS WIRE )–As we embark on the third year of the COVID-19 pandemic, the U.S. economy is making a remarkable comeback after enduring a tumultuous two years. Roughly 80% of the jobs lost to the pandemic have been regained , unemployment rates have normalized and today’s jobseekers have the upper hand. Yet, Americans’ views of their financial health are languishing, and many consumers don’t feel confident about their current financial situation or the econ

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Finance Capital Loss Retail 40

Wink Intel

JANUARY 11, 2022

LANSING, Mich.–( BUSINESS WIRE )– Jackson Financial Inc. 1 (NYSE: JXN) will announce financial results for the fourth quarter and full year ended December 31, 2021 after market close Wednesday, March 2, 2022. Jackson’s press release and supplemental financial materials will be available at investors.jackson.com. Jackson will host a conference call and webcast Thursday, March 3, 2022 at 10 a.m.

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Education Win Information Learning 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

JANUARY 11, 2022

Fortitude Re Enhances Reinsurance Capabilities. Forms new Bermuda multi-line reinsurer. Acquires U.S. life insurer. Obtains Reciprocal Jurisdiction Reinsurer status. January 06, 2022 09:30 AM Eastern Standard Time. HAMILTON, Bermuda & JERSEY CITY, N.J.–( BUSINESS WIRE )–Fortitude Re announced today the formation of a Bermuda multi-line reinsurer and the acquisition of a U.S. life insurer.

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Wink Intel

JANUARY 11, 2022

JERSEY CITY, N.J.–( BUSINESS WIRE )–Fortitude Group Holdings, LLC, the parent company of Bermuda’s largest multi-line reinsurer (“Fortitude Re”), announced today the acquisition of Fortitude Life & Annuity Solutions, Inc. (“FLAS”), a licensed life and annuity TPA, and Fortitude P&C Solutions, Inc. (“FPCS”), a licensed Property and Casualty TPA, from AIG.

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Advantage Advantage Competitive Management 40

Wink Intel

JANUARY 11, 2022

Sheryl Moore, our Chief Storyteller stopped by to see friends at Insurance Agency Marketing Services, Inc. and SILAC Insurance Company last week. . They are hosting a virtual meeting, Ascend, where she will be presenting along with industry experts like Robert Shiller, Jonathan Golub from Credit Suisse , and Linas Sudzius from Advanced Underwriting Consultants.

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