Expert insights. Personalized for you.
Data breaches are becoming more common than ever. The Thales Data Threat Report found that 45% of companies suffered a data breach in the past year. Online businesses are among the most likely victims of data breaches. MORE
As businesses strive to remain competitive in today’s economy, the question of how to best compensate employees becomes more important. Many companies are turning to artificial intelligence (AI) to help them create an ideal employee compensation package. . MORE
As a competitive intelligence analyst , you know how difficult it is to be successful without the support of sophisticated technology. The amount of data you have to deal with on a daily basis is simply unfathomable and continues to grow at an ever-faster pace. MORE
Being outside their direct control, earned media is of special interest to marketers. But it’s tricky. The impact of earned media efforts – that earned media value, can be difficult to evaluate. Let’s pull back the curtain and help your brand calculate this important metric. MORE
individual life insurance application activity continued to cool in April, according to the new MIB life application activity report. Application activity was 7.7% lower in March than in March 2021. Click HERE to read the full story via ThinkAdvisor. The post Life Application Activity Cools Again appeared first on Wink. Industry Articles MORE
40 Annuities are becoming more accessible through fee-only advisors and retirement plans. For advisors who have clients interested in these products, here’s a quick rundown on what types of annuities are available and how, generally, each type works. Keep in mind: There are always new wrinkles to think about. If you are new to annuities, and you want to explain them to clients, start by talking to your compliance people, to see what kinds of training and advisory support you need. MORE
40 Northwestern Mutual is trying to add some real diversification to its investment portfolio — by investing in its own neighbors. The Milwaukee-based mutual life insurer is allocating $5 million of its assets to two Milwaukee-based community development financial institutions: Legacy Redevelopment Corp. and Northwest Side Community Development Corp. Click HERE to read the full story via ThinkAdvisor. The post Northwestern Mutual to Invest $5M in Local Financial Institutions appeared first on Wink. MORE
life insurers continued to make corporate bonds their main investment course in 2021, but they increased asset-backed securities allocations to add some yield spice. The Capital Markets Bureau, an arm of the National Association of Insurance Commissioners, has published a life insurer portfolio snapshot in its latest annual report on U.S. insurers’ cash and invested assets. Click HERE to read the full story via ThinkAdvisor. MORE
Federal regulators could try to regain their authority over nonbank financial institutions that look as if they could hurt the U.S. financial system. Treasury Secretary Janet Yellen talked about regulators’ thoughts on designating some nonbanks as “systemically important financial institutions,” or SIFIs, on Tuesday at a Senate Banking Committee hearing on the Financial Stability Oversight Council’s annual report to Congress. Click HERE to read the full story via ThinkAdvisor. MORE
Economists at a Swiss Re research arm have tried to think about the winds that might blow the world’s life insurers around over the next two years. The economists have come out with a cautious prediction that life insurers could do pretty well, in a new report on the possible effects of “stagflation,” or a combination of rising prices and slow economic growth. Click HERE to read the full story via ThinkAdvisor. The post Life Insurers Look Fine: Swiss Re Economists appeared first on Wink. MORE
Life insurers, researchers and others converged on Washington last week to sell themselves, and the world, on the idea that it’s nice for retirees to have big companies working hard to offer them a stream of income that will last throughout retirement. The Alliance for Lifetime Income held the 2022 Future of Protected Income Summit: The Countdown to Peak 65, in person. MORE
The American Council of Life Insurers would prefer to see S&P Global Ratings take a different approach if and when it updates its rules for rating insurers’ capital levels. Mariana Gomez-Vock, a senior vice president at the ACLI, gave that assessment Wednesday at a hearing on the bond rating industrythat was organized by the House Financial Services Subcommittee on Investor Protection, Entrepreneurship and Capital Markets. Click HERE to read the full story via ThinkAdvisor. MORE
There is good news and bad news for advisors when it comes to getting their clients on the road to living an “Intelligent Financial Life,” according to Envestnet and Jason Dorsey, president and co-founder of The Center for Generational Kinetics in Austin, Texas. The good news is there’s a significant opportunity out there to reach new clients who don’t have an advisor. MORE
Fixed indexed annuities have become popular financial solutions for advisors to address client goals of safe investment returns and lifetime income. FIAs offer owners the ability to earn higher yields than fixed annuities if the markets perform well, while typically providing some protection against market declines. With the increased popularity of FIAs, insurers have become more creative in some design of FIA features and benefits. Click HERE to read the full story via INN. MORE
This month’s #AdviserTech roundup looks at Orion’s acquisition of Redtail CRM, Advyzon’s launch of its Quantum Rebalancer, RightCapital’s new one-page Financial Plan Snapshot and Vanguard’s partnering with American Express. . Click HERE to read the full story via InvestmentNews. The post The latest in financial #AdviserTech — May 2022 appeared first on Wink. Industry Articles MORE
It’s been a pretty wild ride for the markets in 2022. Equities and bonds are down so far for the year, and inflation is up (way up on a relative historical basis) — creating a challenging environment for investors. I’ve spoken with quite a few investors and financial advisors over the last few years and a common hesitancy to purchasing an annuity has been the relatively low bond yield environment. Click HERE to read the full story via ThinkAdvisor. MORE
Annuity exchanges could become big business over the coming quarters as short-term fixed-rate deferred contracts expire. It is part of a business climate supercharged by the rise in interest rates, said Todd Giesing, assistant vice president, Secure Retirement Institute Annuity Research. “The pace of change is just unbelievable and trying to keep up with it is a challenge for the insurers,” he said. “But it’s also an opportunity.” MORE
Bill Bengen, the inventor of the so-called 4% retirement portfolio withdrawal rule, has a crucial message for financial advisors: “Manage the risk portion of a retirement nest egg actively. Unless you’re willing to vary — reduce — your clients’ allocations to reduce risk, it could be damaging,” the former 25-year advisor argues in an interview with ThinkAdvisor. But have the pandemic, falling markets and rising inflation torn up the 4% rule? Hardly, he says. “We’re MORE
AUSTIN, Texas , May 10, 2022 /PRNewswire/ — Ross R. Moody , Chairman of the Board, President, and Chief Executive Officer of National Western Life Group, Inc. Nasdaq: NWLI ), announced today first quarter 2022 consolidated net earnings of $36.2 million , or $10.23 per diluted Class A common share, compared with consolidated net earnings of $62.1 million , or $17.57 per diluted Class A common share, for the first quarter of 2021. MORE
BELLEVUE, Wash.–( –( BUSINESS WIRE )–Symetra, a national provider of employee benefits, annuities and life insurance, has launched new brand advertising featuring five-time Olympic gold medalist and four-time WNBA Champion Sue Bird. This marks the Pacific Northwest-based life insurer’s fourth collaboration with the Seattle Storm point guard. MORE
The Federal Reserve’s Board of Governors released its annual Financial Stability Report this month. Portions of the 72-page document were devoted to statistics on the financial health of the US life insurance industry, which includes the annuity industry. . The report noted an overall increase in the liquidity of the industry’s liabilities and a trend toward holding less liquid assets—a potential cause of difficulty. Click HERE to read the full story via RIJ. MORE
Jackson Announces First Quarter 2022 Results. May 10, 2022 04:15 PM Eastern Daylight Time. LANSING, Mich.–( –( BUSINESS WIRE )–Jackson Financial Inc. NYSE: JXN) (Jackson®) today announced financial results for the three months ended March 31, 2022. Key Highlights. Net income of $2,025 million, or $22.51 per diluted share, including the impact of non-economic hedging results under GAAP accounting. Adjusted operating earnings 1 of $354 million, or $3.94 per diluted share. MORE
RADNOR, Pa.–( –( BUSINESS WIRE )–Lincoln Financial Group (NYSE: LNC) today launched the next generation of Lincoln MoneyGuard ® by introducing MoneyGuard Fixed Advantage SM , a universal life insurance policy with a long-term care rider. The MoneyGuard solutions suite helps address the concerns of 87% of Americans surveyed who say that having a long-term care solution would help them feel more confident about their financial future 1. MORE
NEWPORT BEACH, Calif.–( –( BUSINESS WIRE )–Pacific Life’s Retirement Solutions Division (RSD)’s New Business Status Tracker tool was honored with a gold Stevie ® Award at the 16 th annual Stevie Awards for Sales & Customer Service in the new IVR or Web Service Solution category. This distinguished achievement showcases the advancements of Pacific Life’s digital transformation efforts, particularly in new business and adviser enablement web services. MORE
SAN FRANCISCO–( BUSINESS WIRE )– RetireOne , the leading independent platform for fee-based insurance solutions, today announced a partnership with Fabric to integrate its risk modeling capability into RetireOne’s user platform, beginning with its zero-commission contingent deferred annuity, Constance SM. MORE
Equitable Holdings’ life insurance business helped create the modern market for registered index-linked annuities, or RILAs. Many other life insurers are now entering that market, attracted by the ability to tie returns to easy-to-manage options contracts, while having the ability to adjust just how much or how little market risk they protect the contract holder against. Click HERE to read the full story via ThinkAdvisor. MORE
The Life Insurance and Annuities (A) Committee sprang into action during the NAIC Spring 2022 National Meeting in April. The A Committee discussed recent activities and 2022 plans for its Life Actuarial Task Force (LATF), its Annuity Suitability Working Group, and its Life Insurance Online Guide Working Group. Click HERE to read the full story via JD Supra. The post May 12, 2022 Coming Out of Winter Hibernation appeared first on Wink. Industry Articles MORE
Snapchat and TikTok reach billions of millennial and Gen Z users every day and have changed the social media landscape for brands, advertisers, publishers, and investors. Today, we’re thrilled to share that ad intelligence for Snapchat and TikTok is now available in Pathmatics Explorer. MORE
Data is becoming more important to modern organizations than ever before. However, many companies are still struggling to use it effectively. One poll found that 74% of companies feel they are still struggling to use data effectively. MORE
Data-savvy companies are constantly exploring new ways to utilize big data to solve various challenges they encounter. A growing number of companies are using data analytics technology to improve customer engagement. MORE
Cipher
MAY 17, 2022
As a competitive intelligence analyst , you know how difficult it is to be successful without the support of sophisticated technology. The amount of data you have to deal with on a daily basis is simply unfathomable and continues to grow at an ever-faster pace.
Smart Data Collective
MAY 16, 2022
Data-savvy companies are constantly exploring new ways to utilize big data to solve various challenges they encounter. A growing number of companies are using data analytics technology to improve customer engagement.
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Netbasequid
MAY 17, 2022
Being outside their direct control, earned media is of special interest to marketers. But it’s tricky. The impact of earned media efforts – that earned media value, can be difficult to evaluate. Let’s pull back the curtain and help your brand calculate this important metric.
Pathmatics
MAY 17, 2022
Snapchat and TikTok reach billions of millennial and Gen Z users every day and have changed the social media landscape for brands, advertisers, publishers, and investors. Today, we’re thrilled to share that ad intelligence for Snapchat and TikTok is now available in Pathmatics Explorer.
Wink Intel
MAY 16, 2022
AUSTIN, Texas , May 10, 2022 /PRNewswire/ — Ross R. Moody , Chairman of the Board, President, and Chief Executive Officer of National Western Life Group, Inc. Nasdaq: NWLI ), announced today first quarter 2022 consolidated net earnings of $36.2 million , or $10.23 per diluted Class A common share, compared with consolidated net earnings of $62.1 million , or $17.57 per diluted Class A common share, for the first quarter of 2021.
Smart Data Collective
MAY 16, 2022
Data breaches are becoming more common than ever. The Thales Data Threat Report found that 45% of companies suffered a data breach in the past year. Online businesses are among the most likely victims of data breaches.
Competitive Intelligence Brief brings together the best content for intelligence professionals from the widest variety of industry thought leaders.
Smart Data Collective
MAY 16, 2022
As businesses strive to remain competitive in today’s economy, the question of how to best compensate employees becomes more important. Many companies are turning to artificial intelligence (AI) to help them create an ideal employee compensation package. .
Wink Intel
MAY 16, 2022
Annuity exchanges could become big business over the coming quarters as short-term fixed-rate deferred contracts expire. It is part of a business climate supercharged by the rise in interest rates, said Todd Giesing, assistant vice president, Secure Retirement Institute Annuity Research. “The pace of change is just unbelievable and trying to keep up with it is a challenge for the insurers,” he said. “But it’s also an opportunity.”
Wink Intel
MAY 16, 2022
Bill Bengen, the inventor of the so-called 4% retirement portfolio withdrawal rule, has a crucial message for financial advisors: “Manage the risk portion of a retirement nest egg actively. Unless you’re willing to vary — reduce — your clients’ allocations to reduce risk, it could be damaging,” the former 25-year advisor argues in an interview with ThinkAdvisor. But have the pandemic, falling markets and rising inflation torn up the 4% rule? Hardly, he says. “We’re
Wink Intel
MAY 16, 2022
This month’s #AdviserTech roundup looks at Orion’s acquisition of Redtail CRM, Advyzon’s launch of its Quantum Rebalancer, RightCapital’s new one-page Financial Plan Snapshot and Vanguard’s partnering with American Express. . Click HERE to read the full story via InvestmentNews. The post The latest in financial #AdviserTech — May 2022 appeared first on Wink. Industry Articles
Wink Intel
MAY 16, 2022
It’s been a pretty wild ride for the markets in 2022. Equities and bonds are down so far for the year, and inflation is up (way up on a relative historical basis) — creating a challenging environment for investors. I’ve spoken with quite a few investors and financial advisors over the last few years and a common hesitancy to purchasing an annuity has been the relatively low bond yield environment. Click HERE to read the full story via ThinkAdvisor.
Wink Intel
MAY 16, 2022
Equitable Holdings’ life insurance business helped create the modern market for registered index-linked annuities, or RILAs. Many other life insurers are now entering that market, attracted by the ability to tie returns to easy-to-manage options contracts, while having the ability to adjust just how much or how little market risk they protect the contract holder against. Click HERE to read the full story via ThinkAdvisor.
Wink Intel
MAY 16, 2022
The Life Insurance and Annuities (A) Committee sprang into action during the NAIC Spring 2022 National Meeting in April. The A Committee discussed recent activities and 2022 plans for its Life Actuarial Task Force (LATF), its Annuity Suitability Working Group, and its Life Insurance Online Guide Working Group. Click HERE to read the full story via JD Supra. The post May 12, 2022 Coming Out of Winter Hibernation appeared first on Wink. Industry Articles
Wink Intel
MAY 16, 2022
NEWPORT BEACH, Calif.–( –( BUSINESS WIRE )–Pacific Life’s Retirement Solutions Division (RSD)’s New Business Status Tracker tool was honored with a gold Stevie ® Award at the 16 th annual Stevie Awards for Sales & Customer Service in the new IVR or Web Service Solution category. This distinguished achievement showcases the advancements of Pacific Life’s digital transformation efforts, particularly in new business and adviser enablement web services.
Wink Intel
MAY 16, 2022
SAN FRANCISCO–( BUSINESS WIRE )– RetireOne , the leading independent platform for fee-based insurance solutions, today announced a partnership with Fabric to integrate its risk modeling capability into RetireOne’s user platform, beginning with its zero-commission contingent deferred annuity, Constance SM.
Wink Intel
MAY 16, 2022
Jackson Announces First Quarter 2022 Results. May 10, 2022 04:15 PM Eastern Daylight Time. LANSING, Mich.–( –( BUSINESS WIRE )–Jackson Financial Inc. NYSE: JXN) (Jackson®) today announced financial results for the three months ended March 31, 2022. Key Highlights. Net income of $2,025 million, or $22.51 per diluted share, including the impact of non-economic hedging results under GAAP accounting. Adjusted operating earnings 1 of $354 million, or $3.94 per diluted share.
Wink Intel
MAY 16, 2022
RADNOR, Pa.–( –( BUSINESS WIRE )–Lincoln Financial Group (NYSE: LNC) today launched the next generation of Lincoln MoneyGuard ® by introducing MoneyGuard Fixed Advantage SM , a universal life insurance policy with a long-term care rider. The MoneyGuard solutions suite helps address the concerns of 87% of Americans surveyed who say that having a long-term care solution would help them feel more confident about their financial future 1.
Wink Intel
MAY 16, 2022
BELLEVUE, Wash.–( –( BUSINESS WIRE )–Symetra, a national provider of employee benefits, annuities and life insurance, has launched new brand advertising featuring five-time Olympic gold medalist and four-time WNBA Champion Sue Bird. This marks the Pacific Northwest-based life insurer’s fourth collaboration with the Seattle Storm point guard.
Wink Intel
MAY 16, 2022
The Federal Reserve’s Board of Governors released its annual Financial Stability Report this month. Portions of the 72-page document were devoted to statistics on the financial health of the US life insurance industry, which includes the annuity industry. . The report noted an overall increase in the liquidity of the industry’s liabilities and a trend toward holding less liquid assets—a potential cause of difficulty. Click HERE to read the full story via RIJ.
Wink Intel
MAY 16, 2022
Life insurers, researchers and others converged on Washington last week to sell themselves, and the world, on the idea that it’s nice for retirees to have big companies working hard to offer them a stream of income that will last throughout retirement. The Alliance for Lifetime Income held the 2022 Future of Protected Income Summit: The Countdown to Peak 65, in person.
Wink Intel
MAY 16, 2022
The American Council of Life Insurers would prefer to see S&P Global Ratings take a different approach if and when it updates its rules for rating insurers’ capital levels. Mariana Gomez-Vock, a senior vice president at the ACLI, gave that assessment Wednesday at a hearing on the bond rating industrythat was organized by the House Financial Services Subcommittee on Investor Protection, Entrepreneurship and Capital Markets. Click HERE to read the full story via ThinkAdvisor.
Wink Intel
MAY 16, 2022
Federal regulators could try to regain their authority over nonbank financial institutions that look as if they could hurt the U.S. financial system. Treasury Secretary Janet Yellen talked about regulators’ thoughts on designating some nonbanks as “systemically important financial institutions,” or SIFIs, on Tuesday at a Senate Banking Committee hearing on the Financial Stability Oversight Council’s annual report to Congress. Click HERE to read the full story via ThinkAdvisor.
Wink Intel
MAY 16, 2022
Economists at a Swiss Re research arm have tried to think about the winds that might blow the world’s life insurers around over the next two years. The economists have come out with a cautious prediction that life insurers could do pretty well, in a new report on the possible effects of “stagflation,” or a combination of rising prices and slow economic growth. Click HERE to read the full story via ThinkAdvisor. The post Life Insurers Look Fine: Swiss Re Economists appeared first on Wink.
Wink Intel
MAY 16, 2022
Northwestern Mutual is trying to add some real diversification to its investment portfolio — by investing in its own neighbors. The Milwaukee-based mutual life insurer is allocating $5 million of its assets to two Milwaukee-based community development financial institutions: Legacy Redevelopment Corp. and Northwest Side Community Development Corp. Click HERE to read the full story via ThinkAdvisor. The post Northwestern Mutual to Invest $5M in Local Financial Institutions appeared first on Wink.
Wink Intel
MAY 16, 2022
life insurers continued to make corporate bonds their main investment course in 2021, but they increased asset-backed securities allocations to add some yield spice. The Capital Markets Bureau, an arm of the National Association of Insurance Commissioners, has published a life insurer portfolio snapshot in its latest annual report on U.S. insurers’ cash and invested assets. Click HERE to read the full story via ThinkAdvisor.
Wink Intel
MAY 16, 2022
individual life insurance application activity continued to cool in April, according to the new MIB life application activity report. Application activity was 7.7% lower in March than in March 2021. Click HERE to read the full story via ThinkAdvisor. The post Life Application Activity Cools Again appeared first on Wink. Industry Articles
Wink Intel
MAY 16, 2022
Annuities are becoming more accessible through fee-only advisors and retirement plans. For advisors who have clients interested in these products, here’s a quick rundown on what types of annuities are available and how, generally, each type works. Keep in mind: There are always new wrinkles to think about. If you are new to annuities, and you want to explain them to clients, start by talking to your compliance people, to see what kinds of training and advisory support you need.
Wink Intel
MAY 16, 2022
There is good news and bad news for advisors when it comes to getting their clients on the road to living an “Intelligent Financial Life,” according to Envestnet and Jason Dorsey, president and co-founder of The Center for Generational Kinetics in Austin, Texas. The good news is there’s a significant opportunity out there to reach new clients who don’t have an advisor.
Wink Intel
MAY 16, 2022
Fixed indexed annuities have become popular financial solutions for advisors to address client goals of safe investment returns and lifetime income. FIAs offer owners the ability to earn higher yields than fixed annuities if the markets perform well, while typically providing some protection against market declines. With the increased popularity of FIAs, insurers have become more creative in some design of FIA features and benefits. Click HERE to read the full story via INN.
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