Marketing

  • Emotions Increase Susceptibility to Fraud in Older Adults Emotions Increase Susceptibility to Fraud in Older Adults

    Excitement, anger clearly increases intention to buy

    Financial fraudsters often attempt to evoke strong emotions in their victims to convince them to hand over money, and seniors may be particularly vulnerable to the effects of heightened emotions on decision making. read more
  • Three Deadly Words… Three Deadly Words…

    When Spoken, They Can Spell Career Disaster

    by Todd Cohen, CSP

    The English language has an unending supply of words and phrases that are built to create conversations that convey meaning and leave impressions. How you use and deliver these words makes a huge impression on people and leaves them thinking and feeling a certain way about you. read more
  • Paced By Indexed Products, Fixed Sales Soar While Overall Annuity Market Stalls Paced By Indexed Products, Fixed Sales Soar While Overall Annuity Market Stalls

    Are uninformed buyers making the right decision?

    Are uninformed buyers making the right decision? PORTLAND, OR (May 2, 2016) – Bucking conventional wisdom, sales of fixed annuities — paced by unusually robust sales of fixed indexed annuities — posted a six-year high in 2015, despite paying low interest rates, according to data reported by the Insured Retirement Institute (IRI). At the same ... read more
  • LIMRA Seeking 25 Rising Stars Under 40 LIMRA Seeking 25 Rising Stars Under 40

    Contest will accept nominations to recognize excellence in retirement planning

    As part of its 100th anniversary celebration, LIMRA is accepting nominations for 25 rising stars in retirement under age 40 in the financial services industry. read more
  • Millennial Women Voice Their Perspective on Health Millennial Women Voice Their Perspective on Health

    Seven themes emerge on healthcare

    Women's Health Conversations ignited a national conversation with the belief that today's women can transform our nation's health for the betterment of all, our culture, economy and the world read more
  • Four in Five ParentsSay Allowance Teaches Financial Responsibility Four in Five ParentsSay Allowance Teaches Financial Responsibility

    Children are working for their allowances, but parents need to make it a teachable moment

    Children have it easier these days, right? Perhaps not as easy as you might think when it comes to how they get their spending money. read more
  • FINRA Issues First Cross-Market Report Cards Covering Spoofing and Layering FINRA Issues First Cross-Market Report Cards Covering Spoofing and Layering

    New Equities Supervision Reports Are Designed to Help Firms Spot and Halt Potential Manipulation

    The Financial Industry Regulatory Authority (FINRA) today made available to member firms its first monthly cross-market equities supervision report cards, aimed at helping firms identify and halt spoofing and layering activity. read more
  • Award-Winning Digital Strategy Taps Into Consumer Emotion Award-Winning Digital Strategy Taps Into Consumer Emotion

    Creative plan 'lights up the dreams' of Chinese consumers

    MetLife Hong Kong, a wholly-owned subsidiary of MetLife, Inc., the #1 U.S. life insurer, achieved double-digit brand awareness growth last year driven by a number of successful digital initiatives that were recognized by a record haul of marketing awards. read more
  • Banks and Credit Unions Can Fill the Financial Management Gap Banks and Credit Unions Can Fill the Financial Management Gap

    Helping People with Advice and Tools

    Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, today released the results of its Expectations & Experiences: Household Finances quarterly consumer trends survey. read more
  • Six Forces Impacting Life Insurance in 2016 Six Forces Impacting Life Insurance in 2016

    EY highlights biggest trends and how to jumpstart transformation

    The life insurance sector has to pick up the pace on innovation, according to EY's 2016 Life Insurance Outlook. Rapidly advancing technology and changing consumer preferences add to the bleak economic landscape, creating 6 forces for life insurers to manage this year. read more
  • How Do You Get Families to Talk About Estate Planning Issues? How Do You Get Families to Talk About Estate Planning Issues?

    Here are five reasons your clients need an estate plan

    by Carol Marak

    Today it’s a challenge to save for retirement and achieve financial goals. No matter what your level of wealth, estate planning is a significant portion of an individual’s overall financial plan read more
  • Half of Americans Expect Identity Theft to Cause Them a Financial Loss in the Next Year Half of Americans Expect Identity Theft to Cause Them a Financial Loss in the Next Year

    Majority of Investment Frauds go Unreported; Tips to Prevent Americans from Being Victimized by Financial Schemes

    Tax time is busy season for CPAs – but it’s also busy season for criminals looking to steal identities and fraudulently obtain refund checks. Americans are highly aware of the threat of losing money to scammers, with half of U.S. adults (50 percent) saying that it is at least somewhat likely they will suffer some financial loss in the next year due to identity theft--and one in 10 (10 percent) say it is very or extremely likely. read more
  • The Next Generation of Life Insurance The Next Generation of Life Insurance

    Whole Life or Indexed UL... Why not ask Coke or Pepsi?

    by Frank Chechel, FSA

    Whole Life or Indexed Universal Life? That is one of the first questions that comes to mind when I think about the life insurance marketplace in 2015. read more