Engage3
DECEMBER 27, 2022
Another year is in the books and at Engage3 powered by Dexi, we’ve got a lot to be grateful for. 2022 presented retailers and brands with a set of unique price optimization challenges to overcome. Price inflation has been THE hot topic of 2022. About two-thirds of the S&P 500 mentioned inflation in their latest earnings calls. In Retail, pricing is even more of a focus as the average CEO mentioned inflation 19 times.
Wink Intel
DECEMBER 27, 2022
Retirement experts are busy digesting the more than 350 pages of the Setting Every Community Up for Retirement Enhancement (Secure) 2.0 Act of 2022, which has been included in the $1.7 trillion omnibus spending bill that the Senate passed Thursday afternoon. The House is expected to pass it this week. “Assuming the bill passes, and I believe it will, changes to retirement planning will begin” as early as Jan. 1, Jeff Bush of The Washington Update told ThinkAdvisor Tuesday in an email.
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IBI
DECEMBER 27, 2022
Reading Time: 3 minutes. While technology trends often come and go—some have a lasting impact on every industry. A recent DataScienceCentral article highlighted ten technologies with the most staying power for 2023. The top five technologies have become ingrained in modern tech stacks and work hand-in-hand with newer technologies to deliver even more value to businesses.
Wink Intel
DECEMBER 27, 2022
Congress has passed a bill called Secure 2.0 to help American workers save for retirement. Support was bipartisan: Mitch McConnell and Alexandria Ocasio-Cortez both voted for it. But although there are some good pieces to the legislation, no one should confuse it with a solution to the nation’s retirement crises. And in fact, a better alternative was introduced in Congress just a couple of weeks ago.
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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, 2022
As businesses plan for data democratization, it is essential to include a strategy to ensure that business users will accept augmented analytics solutions and adapt to the new citizen data scientist role. With business users on board, the enterprise can capitalize on its strategy and optimize return on investment (ROI) and total cost of ownership (TCO) […].
Competitive Intelligence Brief brings together the best content for intelligence professionals from the widest variety of industry thought leaders.
Wink Intel
DECEMBER 27, 2022
BELLEVUE, Wash.–( BUSINESS WIRE )–Working with regulators in the U.S., Japan and Bermuda, Symetra Financial Corporation, a wholly owned subsidiary of Sumitomo Life Insurance Company, today announced that it had established Symetra Bermuda Re Ltd. to reinsure certain risks of Symetra Life Insurance Company, a subsidiary of Symetra Financial Corporation.
Wink Intel
DECEMBER 27, 2022
BALTIMORE , Dec. 23, 2022 /PRNewswire/ — Transamerica commends the passage of the SECURE 2.0 Act of 2022, included in the year-end government spending bill. SECURE 2.0 is a bipartisan package of provisions built to encourage retirement savings primarily through employer-sponsored, qualified retirement plans. “The passage of SECURE 2.0 is an important step in increasing Americans’ ability to improve their financial security,” said Maurice Perkins , Transamerica’s
Wink Intel
DECEMBER 27, 2022
NEW YORK , Dec. 23, 2022 /PRNewswire/ — TIAA issued the following statement from Kourtney Gibson , Chief Institutional Client Officer, upon passage of retirement provisions in SECURE 2.0: “TIAA commends Congress for uniting on this vital legislation to improve Americans’ retirement outcomes and make a financially secure future more accessible for all.
Wink Intel
DECEMBER 27, 2022
OLDWICK, N.J.–( BUSINESS WIRE )– AM Best has revised the outlooks to positive from stable and affirmed the Financial Strength Rating of A- (Excellent) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “a-” (Excellent) of Fidelity & Guaranty Life Insurance Company (Des Moines, IA) and Fidelity & Guaranty Life Insurance Company of New York, (New York, NY).
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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, 2022
WEST DES MOINES, Iowa–( BUSINESS WIRE )–American Equity Investment Life Holding Company (“American Equity”) (NYSE: AEL), a leading provider of financial dignity solutions through general account annuities, today confirmed that its Board of Directors reviewed and rejected an unsolicited, non-binding proposal from Prosperity Group Holdings LP (“Prosperity”) and its principal shareholder, Elliott Investment Management L.P.
Wink Intel
DECEMBER 27, 2022
NEW YORK–( BUSINESS WIRE )–Prosperity Group Holdings LP (“Prosperity”) today released the following statement: Yesterday, American Equity Investment Life Holding Company (“AEL” or the “Company”) (NYSE: AEL) released a statement regarding Prosperity’s interest in acquiring the Company. Prosperity is issuing this press release to affirm our interest in acquiring AEL and to address certain claims made in AEL’s statement.
Wink Intel
DECEMBER 27, 2022
Advisors spend a great deal of time persuading their prospects to protect themselves and their loved ones with the gift of life insurance. The most popular stories in 2022 ranged from record setting indexed life sales to re-thinking the “buy term and invest the difference” strategy, to the continuing controversy over IUL illustrations. Here’s a look at the most-read life insurance articles in InsuranceNewsNet in 2022.
Wink Intel
DECEMBER 27, 2022
Largest Policyholder Says These False Claims Don’t Help Them. DURHAM, NORTH CAROLINA, UNITED STATES, December 23, 2022 / EINPresswire.com / — Greg Lindberg responded today to false allegations about him that were included in the Justice Department’s criminal filing against Christopher Herwig (U.S. vs. Christopher Herwig, Case No. 3:22-cr-314-MOC, filed on Monday, December 19, and unsealed today.).
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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, 2022
A former top lieutenant of North Carolina insurance mogul Greg Lindberg agreed to plead guilty to a federal criminal conspiracy charge. . The plea is the latest episode in prosecutors’ pursuit of Mr. Lindberg and his associates, a saga that has had many twists. The guilty plea indicates that prosecutors are continuing with their investigation and could be seeking a second indictment of Mr.
Wink Intel
DECEMBER 27, 2022
Americans will need to rethink how they save after Congress passed a series of laws that stand to overhaul parts of the country’s retirement saving system. . The retirement overhaul is part of a larger bill passed by Congress just before the holidays. It includes dozens of retirement policy changes that go into effect over the next decade. Many of these provisions kick in immediately after the bill passes, however, creating the need for Americans to examine their own financial planning now, f
Wink Intel
DECEMBER 27, 2022
Based on size alone, the Social Security system is one of the most important and popular programs operated by the federal government. According to the Center on Budget and Policy Priorities, in 2022, fully 21% of the federal government budget, or $1.2 trillion, will be used to pay for Social Security. Apart from the money spent on operations and administration, the vast majority of those dollars go to providing monthly retirement benefits to nearly 70 million retired workers and other beneficiar
Wink Intel
DECEMBER 27, 2022
With a record 700,000 boomers hitting retirement age in 2022 and another huge segment approaching the milestone, it shouldn’t come as a surprise that advice on retirement investment strategies dominated topics around financial advisors. The risks, rewards, and complexities of new retirement investment products, along with deep concerns about how much money is enough to retire on, continued to be among the top subjects and most read advisor-related articles.
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Wink Intel
DECEMBER 27, 2022
CONGRESS HELPS MILLIONS OF WORKERS SAVE FOR RETIREMENT WITH SECURE 2.0, REGISTRATION FOR INDEX-LINKED ANNUITIES ACT PASSAGE. WASHINGTON – American Council of Life Insurers (ACLI) President & CEO Susan Neely made the following comments today on “SECURE 2.0” and the Registration for Index-Linked Annuities (RILA) Act, retirement security measures Congress approved today as part of the 2023 spending package: .
Wink Intel
DECEMBER 27, 2022
“The results could be much more conservative” than adjusting the actuarial guideline that is intended just for indexed universal life, said Sheryl Moore , CEO of Wink , which publishes Wink’s Sales & Market Report. “ More conservativeness in illustration handling for indexed life always seems to have a negative effect on sales.”. Click HERE to read the full story via Life Annuity Specialist.
Wink Intel
DECEMBER 27, 2022
The American Equity Investment Life Holding Company board has rejected an unsolicited acquisition offer from Prosperity Group Holdings — a life insurer affiliated with Elliott Investment Management — for $45 per share in cash, or a total of $3.7 billion. David Mulcahy, American Equity’s chair, called the Prosperity offer “opportunistic” and said it “significantly undervalues the company.
Wink Intel
DECEMBER 27, 2022
Life insurance and annuity provisions in the Consolidated Appropriations Act, 2023 — the 4,155-page, $1.7 trillion spending bill now flying through Congress — could shape clients’ saving and investment decisions for decades to come. Groups like the American Council of Life Insurers, the National Association of Insurance and Financial Advisors and Finseca are going through the text carefully to see exactly what’s in there, how the current version of the language compares with earlier drafts, and
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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, 2022
A panel of regulators at the National Association of Insurance Commissioners has adopted a set of standards for a popular, relatively new type of annuity — the registered index-linked annuity, or index-linked variable annuity. Members of the Life Actuarial Task Force, part of the NAIC’s Life Insurance and Annuities Committee, approved Actuarial Guideline ILVA last week, in Tampa, Florida, during the NAIC’s fall national meeting.
Wink Intel
DECEMBER 27, 2022
You always hear me say that “annuities will guarantee a paycheck for life, even if the annuitant lives to be 150 years old.” This is because I read a “Time” magazine article, over a decade ago, which indicated that the first person to live to be 150 years old was already walking the earth at that time. At the time I read it, I believed it.
Wink Intel
DECEMBER 27, 2022
The insurance industry has been working to raise awareness around annuity products for more than a decade now. The goal: educate consumers about their potential benefits, such as security in retirement. Click HERE to read the full story via ThinkAdvisor. Wink’s Note: This article should be titled “4 Ways the Annuity Sales Process Is Broken FOR RIAS,” Michael Kazanjian.
Wink Intel
DECEMBER 27, 2022
Well, there is nothing so surprising about consumers buying annuities for guaranteed income. However, LIMRA discovered that liquidity was a major driver for annuity purchase decisions as well. This was crazy to me, as the research I have read from the American Council of Life Insurers – ACLI indicates that most annuity purchasers do not use the liquidity features in their annuities.
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Wink Intel
DECEMBER 27, 2022
Passage of the Registered Index-Linked Annuities (RILA) Act and the SECURE Act 2.0 as part of the 2023 Omnibus Appropriations bill greatly benefits consumers as well as the insurance financial professionals who help them prepare for retirement and achieve financial security. The National Association of Insurance and Financial Advisors (NAIFA) has strongly advocated on behalf of both pieces of legislation for several years and our advocacy efforts have again been a driver in seeing positive finan
Wink Intel
DECEMBER 27, 2022
WASHINGTON , Dec. 23, 2022 /PRNewswire/ — The SECURE 2.0 legislation that passed today as part of Congress’ year-end, omnibus spending bill is a significant and welcome step forward in improving the U.S. retirement system, and includes key reforms that Pension Practice Council (PPC) committees of the American Academy of Actuaries have advised public policymakers are aligned with expanding access, addressing risks, and reducing barriers to retirement savings and income. “Mil
Wink Intel
DECEMBER 27, 2022
. DURHAM, NORTH CAROLINA, UNITED STATES, December 23, 2022 / EINPresswire.com / — A spokesperson for Greg Lindberg says that the Wall Street Journal’s recent article on Greg Lindberg’s insurance companies omitted numerous facts : • Single-Family Real Estate Investment – Mr. Lindberg has never spent a single night inside the Raleigh, N.C. house referred to in the Wall Street Journal.
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