Marketing

  • A Digital Account-Review Appoinment?
    A Digital Account-Review Appoinment?

    CLS Investments to Offer Quarterly Video Statements for Financial Advisors to Use in Client Reporting

    CLS Investments' personalized video statements are available on digital and mobile platforms and include a review of the individual's portfolio movements throughout the quarter, the most notable market activity from the previous quarter, and how CLS reacted to said activity.
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  • Reaching Gen Y…In Politics and Insurance
    Reaching Gen Y…In Politics and Insurance

    Using predictive modelling to find your way 'behind the screen'

    When it comes to reaching Gen Y, LIMRA research reflects the same results as found by David Plouffe, campaign strategists for President Barack Obama's 2008 and 2012 presidential campaigns.
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  • You Had Me at Ello
    You Had Me at Ello

    Five Questions with "Anti-Facebook" Founder Todd Berger

    by John P. David

    Rarely a week goes by that I don’t encounter someone who is frustrated with social media. I have friends who have taken extended breaks from Facebook, and others who often see it as a platform for people to be nasty in a somewhat anonymous manner. Still others just find Facebook overly commercialized.
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  • Social Security- What You Don’t Know Can Cost You
    Social Security- What You Don’t Know Can Cost You

    Video and Social Security program building strong retirement foundation

    A Social Security video that illustrates factors people should consider when planning their Social Security benefits is now available at www.allianzlife.com/socialsecurity.
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  • Selling LTCi: ‘Good, Better, Best’ Approach Works
    Selling LTCi: ‘Good, Better, Best’ Approach Works

    Saving money when buying LTCi is easy

    No one buys a cell phone that's five years old. Like cell phone technology, the world of long term care insurance has undergone significant transformation making older approaches to planning obsolete according to a leading industry expert.
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  • Millennials Prioritizing Retirement and Health Saving Through Workplace Benefits
    Millennials Prioritizing Retirement and Health Saving Through Workplace Benefits

    Report: New features making financial benefit plans more valuable and easy to use

    Saving for retirement and health care expenses was a priority for employees of all ages during the first half of 2014, according to the latest Bank of America Merrill Lynch 401(k) Wellness Scorecard.
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  • Morrison & Foerster Launches Financial Services Enforcement Blog
    Morrison & Foerster Launches Financial Services Enforcement Blog

    MoFo ReEnforcement analyzes actions by state and federal regulators

    Morrison & Foerster introduces MoFo ReEnforcement, a new blog addressing enforcement matters affecting the financial services sector. The blog can be found at http://www.moforeenforcement.com/ or on Twitter at @MoFoReEnforce.
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  • Small Business Owners Express Biggest Concerns Heading Into Election
    Small Business Owners Express Biggest Concerns Heading Into Election

    Health Care Costs, Taxes, Government Spending Top the List

    Heading into November's mid-term elections, small business owners with primarily 1-10 employees discussed the concerns they would most like Congress to address. Their confidence appears to be dipping as they await to see how certain issues are handled.
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  • Which Source of Power Can You Leverage?
    Which Source of Power Can You Leverage?

    Utilizing your optimal source of power creates effective leadership

    Can power make women successful, defined leaders, and help them continue to enhance the world? Joann M. Eisenhart, Ph.D., senior vice president of human resources, facilities and philanthropy at Northwestern Mutual has taken an in-depth look at women, power and success through a series of white papers.
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  • Four Ways to Hire & Get the Most from a Advisor
    Four Ways to Hire & Get the Most from a Advisor

    A Strong Bond is Essential for Money Management

    As the United States approaches an unprecedented point in its history – what many are calling a retirement crisis – attention for retirement planning is at an all-time high.
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  • Targeted Marketing Can Boost 2015 Employee Benefits Enrollment
    Targeted Marketing Can Boost 2015 Employee Benefits Enrollment

    Participation equals payoff

    Mass customization sounds like an oxymoron, but it’s what we’ve all come to expect from our online experiences. Retailers, service providers and other vendors use the data they gather from their customers to tailor their product offerings to each individual. This gives the customer a better experience while enhancing the provider’s opportunity to close a sale.
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  • America’s Giving Genie
    America’s Giving Genie

    Ninety One percent of America's millionaires engage in charity annually

    UBS Wealth Management Americas (WMA) today released its quarterly UBS Investor Watch report, "Doing well at doing good," revealing the giving habits of wealthy investors. In spite of the recent economic uncertainty, America's "giving gene" remains intact, and donations of money have actually increased.
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