Smart Data Collective

OCTOBER 19, 2021

Analytics technology has become more important than ever in shaping the future of business. Countless businesses are looking for new ways to apply analytics technology to improve every aspect of their business model. One of the most important applications of analytics is with website management and development. You can use analytics to optimize your website to become more aesthetically pleasing to viewers.

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Zoominfo

OCTOBER 19, 2021

There have been many eye-opening moments for ZoomInfo founder and CEO Henry Schuck during the company’s 14-year journey from startup to public company. Schuck has bootstrapped a data business, built a go-to-market team, gone through an IPO, and acquired other companies. On a recent episode of the Business Breakdowns podcast , Schuck talked about lessons from ZoomInfo’s mergers and acquisitions, discussed how data influences today’s sales teams, and offered advice to aspiring business builders.

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Smart Data Collective

OCTOBER 19, 2021

Data analytics has become a major gamechanger for the cryptocurrency industry. Traders and miners have discovered a number of advantages of using big data and AI tools to improve their profitability. One of the newest applications of data analytics in cryptocurrency mining is with yield farming. Many crypto enthusiasts have found that it can help them lift their ROI considerably and address many of the problems that they face.

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Intriccately

OCTOBER 19, 2021

In today’s cloud market, it’s becoming increasingly common for companies to diversify their cloud computing use across multiple providers and products. Intricately data indicates that multi-cloud strategies have grown across all organization sizes since 2016.

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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.

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Netbasequid

OCTOBER 19, 2021

For brands wanting to hop on the fast track to understanding consumer behavior and boosting campaign success, tracking social metrics is the way to go. With today’s social listening tools, there is a seemingly inexhaustible supply of social metrics brands can choose from. And it’s important to choose wisely, as not every brand can track every available consumer angle all the time.

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Dataversity

OCTOBER 19, 2021

Click to learn more about author Or Lenchner. How do we define bots? Why were they developed? Bots are about enhancing efficiency, and efficiency can be used to free up resources for further growth. They automate manual work to make us faster. What was once a day-long or even week-long task is now reduced to mere […]. The post Why the Future of Bots Relies on Regulation appeared first on DATAVERSITY.

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Wink Intel

OCTOBER 19, 2021

Editor’s note: This story has been updated to reflect comment from the IRS. The self-described “Annuity King” escalated his battle with federal authorities with a lawsuit alleging “rogue, out-of-control, above-the-law” conduct by agents who investigated him. Phillip Wasserman, 64, faces up to 20 years in prison on mail fraud, wire fraud and tax evasion charges from alleged improper annuity sales. .

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Wink Intel

OCTOBER 19, 2021

There are many reasons why families entering retirement should re-evaluate their life insurance needs. First and foremost, retirees are generally living longer, especially women, so it is important that retirement plans consider the fact that one or both spouses may live into their 90s. Inflation has not been a major retirement-planning factor for some time – until recently.

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Wink Intel

OCTOBER 19, 2021

COLUMBIA, S.C. — Prominent South Carolina attorney Alex Murdaugh was arrested Thursday for his connection with missing settlement funds in the wrongful death lawsuit involving his former housekeeper. Agents with the South Carolina Law Enforcement Division (SLED) and the Florida Department of Law Enforcement took Murdaugh into custody on two felony counts of obtaining property by false pretenses upon his release from a drug rehabilitation facility in Orlando.

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Wink Intel

OCTOBER 19, 2021

Data is the lifeblood of the insurance industry. For decades, teams of actuaries took months to analyze the information at their disposal and to complete the computations required to assess the financial risks associated with people, property and potential events. Later, the availability of computers accelerated the process. Today, advanced data science, machine learning applications and AI make it possible to analyze existing data more effectively than ever before.

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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

OCTOBER 19, 2021

Two-thirds (67%) of women are now investing outside of their defined contribution (DC) retirement accounts, up from 44% in 2018, according to a recent study from Fidelity Investments. Plus, the firm says, women are contributing a record-high average 9.2% to DC plans. The number of women investing non-retirement funds has increased by 50% in just three years, according to Fidelity’s 2021 “ Women and Investing Study.

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Wink Intel

OCTOBER 19, 2021

Over the decades, legal teams have gotten increasingly insistent about adding warnings to ads. Usually it’s in the vein of “Closed course with professional drivers” or the tried-and-true “Don’t try this at home.” Occasionally it’s downright laughable to imagine someone. But Ladder’s new ad for its life insurance not only follows an unexpected storyline for such a typically dry category, but also ends on the best legal disclaimer I’ve seen in 15 years of covering ads.

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Wink Intel

OCTOBER 19, 2021

ERISA litigator Schlichter Bogard & Denton is pursing a proposed class-action case against TIAA over that company’s sales tactics for its Portfolio Advisor managed-account service. Click HERE to read the full story via InvestmentNews. The post TIAA faces class action over rollovers appeared first on Wink.

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Wink Intel

OCTOBER 19, 2021

When asked about the experience they want to provide their clients, most financial advisors will tell you they want to serve their clients’ needs through comprehensive planning, personal relationships, and honoring their role as a fiduciary. Protecting a client’s lifestyle, assets, and legacy is an important part of that process. In serving the risk management needs of clients, the life insurance case manager is an essential partner to financial advisors.

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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

OCTOBER 19, 2021

A provision of the Build Back Better Act threatens to louse up a lot of life insurance plans. The problem is in the provision titled “Special Rule for For Grantor Trusts” In many ways it is a sensible provision doing away with shenanigans that clever planners have concocted over many years largely to benefit the 1%, The rule could, however, have bad consequences for many well below the 1% who actually are not getting away with anything anybody finds objectionable.

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Wink Intel

OCTOBER 19, 2021

NEWPORT BEACH, Calif.–( BUSINESS WIRE )–Recognizing that investors are looking for both growth and protection, Pacific Life recently launched the Invesco ® V.I. Defined Outcome Funds, available with certain Pacific Life variable annuities. These innovative new funds are designed to give investors the benefits of a registered index-linked annuity (RILA) but with more flexibility, control, and transparency.

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Wink Intel

OCTOBER 19, 2021

NEW YORK–( BUSINESS WIRE )–New research from Global Atlantic Financial Group (Global Atlantic) reveals that retirement age investors are attuned to low interest rates and inflation, and open to professional financial help to navigate these economic conditions. The survey of retirement age investors ages 59 to 75 with more than $250,000 in investable assets found more than seven out of ten (71%) believe rising inflation will negatively impact their retirement savings.

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Wink Intel

OCTOBER 19, 2021

BIRMINGHAM, Ala.–( BUSINESS WIRE )–As part of its commitment to being a good corporate citizen and protecting its communities, Protective Life Corporation (Protective), a wholly owned U.S. subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), has launched a collaboration with apparel brand, FLY V , a project that brings local apparel to Protective Stadium, supports a Birmingham Northside small business, and will direct funds back into Northside communities.

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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

OCTOBER 19, 2021

OLDWICK, N.J.–( BUSINESS WIRE )– AM Best has affirmed the Financial Strength Rating (FSR) of A++ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICRs) of “aaa” (Exceptional) of New York Life Insurance Company and New York Life Insurance and Annuity Corporation. Additionally, AM Best has upgraded the Long-Term ICRs to “aaa” (Exceptional) from “aa+” (Superior) and affirmed the FSR of A++ (Superior) of Life Insurance Company of North America (LINA) and New York Life Group

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Wink Intel

OCTOBER 19, 2021

NEW YORK–( BUSINESS WIRE )– Equitable , a leading financial services organization and principal franchise of Equitable Holdings, Inc. ( NYSE: EQH ), today announced a call for applications for its 2022 Equitable Excellence SM Scholarship, designed to inspire and empower graduating high school seniors to be a force for good in their communities while investing in their future.

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Wink Intel

OCTOBER 19, 2021

TROY, Mich.–( BUSINESS WIRE )–The adage that “life insurance is sold, not bought” may have met its match in the one-two punch of the COVID-19 pandemic and a federal tax code change that makes it possible for policyholders to build more cash value in their plans. According to the J.D. Power 2021 U.S. Individual Life Insurance Study, SM released today, an increase in customers’ awareness of their own mortality, combined with the ability to park assets in a tax-advantaged plan, is helpi

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Wink Intel

OCTOBER 19, 2021

Smart people have been writing retirement income planning software for over a decade, much of it very useful. But most of it falls short of what the market demands today: easy-to-use web-based software that checks all the boxes and makes the complex simple. . Click HERE to read the full story via RIJ. The post The New Table Stakes: ‘Unified Managed Income’ appeared first on Wink.

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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

OCTOBER 19, 2021

Jackson National Life Insurance Company has entered the structured variable annuity market with two versions of a new registered index-linked annuity (RILA), one for securities-licensed advisers who earn sales commissions and one for those who charge asset-based fees. The two contracts, Jackson Market Link Pro ( JMLP ) and Jackson Market Link Pro Advisory (JMLPA), represent Jackson’s first RILAs.

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Wink Intel

OCTOBER 19, 2021

Jackson National, Equitable, Allianz Life, AIG and New York Life were the market share leaders in major annuity product categories in the second quarter of 2021, according to Sheryl Moore’s Wink, Inc. Total second quarter sales for all deferred annuities were $64.4 billion; an increase of more than 10.0% when compared to the previous quarter and an increase of 40.4% when compared to the same period last year, according to Wink’s Sales & Market Report for the second quarter of 2021.

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Wink Intel

OCTOBER 19, 2021

Damn it this one really hurts. Our industry has lost a great innovator, mentor and icon, and I must say goodbye to one of my dearest friends and a man who quite possibly may have saved my life. Bill Zimmerman, LifePro Financial Services, Inc., San Diego, passed away recently from the complications of ALS. Z, as his countless friends called him, joined our industry in 1967 as an insurance agent in Ft Worth, TX, and soon after relocated to Southern California.

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Wink Intel

OCTOBER 19, 2021

Digital point of sales solutions for life insurance continue to become more innovative. I am trying to keep up. The auto-fulfillment process for applying for life insurance is all about data and getting an instant underwriting decision. While we all want instant underwriting decisions, the impaired risk business is not going away. There are new enhancements regarding Electronic Health Records (EHR), and lab testing for COVID.

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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

OCTOBER 19, 2021

Agents and advisors are unwittingly handing over life insurance policies for sale in a marketplace that chronically undervalues them. “Gray sheeting” is a troubling trend in the world of life insurance settlements. When the time comes for most people to sell a major asset, they usually begin the process by gaining an understanding of what that asset is worth before they put it on the market.

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Wink Intel

OCTOBER 19, 2021

MINNEAPOLIS – Oct. 18, 2021 – To help registered investment advisers (RIAs) manage transition and longevity risks in client portfolios, Allianz Life announced today it has launched an advisory version of its Allianz Index Advantage Income® Variable Annuity. The Allianz Index Advantage Income ADV SM Variable Annuity offers an advisor-centric product design with seamless integration, low fees 1 , greater control and enhanced fee billing.

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Wink Intel

OCTOBER 19, 2021

With the number of COVID-19 deaths in the U.S. passing 700,000 and continuing to rise, many Americans are thinking about life insurance. In the first half of this year, the total number of life insurance policies sold increased by 8%, compared with the first half of 2020. This is the highest policy sales growth recorded since 1983, according to LIMRA’s Second Quarter U.S.

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Wink Intel

OCTOBER 19, 2021

An Arizona independent marketing organization faces additional scrutiny over how much it knew about a fraudulent scheme to pump up indexed universal life sales. Shurwest filed for Chapter 11 bankruptcy Aug. 31 in a bid to settle scores of lawsuits, all while steadfastly maintaining that company executives knew nothing about a pension fraud scheme adapted to hundreds of IUL sales.

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In our latest edition of Navigating ESG Comms Through the Cosmos - Scorpio Edition, 3BL embraces the perspective of one of the zodiac's most misunderstood signs: Scorpio. While this sign often has a darker view of the world, they do not shy away from shining a light on controversial topics. This month we take a deep dive into corporate pullback of DEI and how companies can utilize astrological advice to reinvent its social impact communication.

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