Marketing

  • Changing How You Perceive the Role of Your Investment Advisor Changing How You Perceive the Role of Your Investment Advisor

    What is the role of an advisor today?

    On the surface, when people think of an investment advisor, financial planner or retirement planner, what they think of is someone that’s going to assist them with making the selections of their stocks, bonds and mutual funds. read more
  • Risky Business: Phishing and Smishing Attacks Risky Business: Phishing and Smishing Attacks

    Online-Invasion, usually through e-mail and text, can actually be easy to detect

    Phishing and smishing (text message phishing) attacks are pummeling email accounts worldwide, and it's foolish to believe that all are as transparent as the Nigerian prince scam (which continues to bear fruit, by the way, in old and new forms). read more
  • Wives Think They Have a Voice in Financial Decisions, but Husbands Don’t Agree Wives Think They Have a Voice in Financial Decisions, but Husbands Don’t Agree

    A clear difference in perception by gender

    The question to affluent investors was simple: "Who makes the financial decisions in your household?" But the disparity in opinion between male and female respondents was significant. read more
  • Life Insurers Follow Multiple Paths to Pursue Sales Life Insurers Follow Multiple Paths to Pursue Sales

    After a 2009 decline, sales are rising, though at a very slow rate

    This episode of A.M.BestTV examines the continuing flat sales that life insurers are encountering and what new distribution channels they are pursuing to entice consumers. read more
  • A Message to Millennials: Keep Up the Great Work! A Message to Millennials: Keep Up the Great Work!

    New Online Resources for Kids, Millennials Are Helping Them Get Ahead in the Financial World

    April is Financial Literacy Month and the week of April 18-25 is "Money Smart Week," created to encourage Americans to improve their financial lives. read more
  • TXTNG KILLS: Allstate Takes A Reality Ride TXTNG KILLS: Allstate Takes A Reality Ride

    'Reality Rides' Simulator Races Across America To Help Save Lives

    More than 3,000 lives are lost and 400,000 people are injured as a result of distracted driving each year.1 Allstate is helping to prevent these avoidable tragedies by launching a national tour with the company’s Reality Rides distracted driving simulator this month. read more
  • Has The American Dream Hit The Skids? Has The American Dream Hit The Skids?

    Author Is Determined To Shock People Out Of Their Stupor

    Michael E. Gerber is miffed and he doesn’t care who knows it. The author of the “E-Myth” book series says the American Dream has been waylaid – no different than if it had been besieged by robbers in a dark alley – and Gerber is intent on rescuing it. read more
  • Americans Continue to Overestimate Cost of Life Insurance Americans Continue to Overestimate Cost of Life Insurance

    Perceived Expense Deters Two-Thirds of Millennials and Gen X Consumers from Buying 

    Cost is the reason most Americans give for not owning life insurance, according to the 2015 Insurance Barometer Study, released today by non-profit Life Happens and LIMRA. read more
  • Track Your Spending Habits  With a Money-Management App Track Your Spending Habits With a Money-Management App

    Like calories, it's a good idea count your money carefully

    by Reid Abedeen

    In the face of tax time, you may be looking at an unexpected surplus in the form of a tax refund – or an unexpected expenditure in the form of a tax-withholding shortfall. read more
  • Spring Clean Your Money for Financial Literacy Month Spring Clean Your Money for Financial Literacy Month

    Consumers Can Expand Their Financial Knowledge

    National Financial Literacy Month is recognized in the United States in April and in an effort to highlight the importance of financial literacy, Consolidated Credit is offering Free Financial Literacy Resources to teach Americans how to establish and maintain healthy financial habits. read more
  • How People Are Spending Their Tax Refunds How People Are Spending Their Tax Refunds

    More Tax Refunds Go Into Savings, While Consumers Confess They Would
    Rather Cash In on Vacations

    Tax Day is less than a week away, and as some Americans scramble to file returns before the April 15 deadline, early filers are turning their attention toward the best part of taxes -- celebrating Refund Season. read more
  • How Loyal Are Your Customers? How Loyal Are Your Customers?

    Your customers may love you, but do you really know what that means for your business?

    Sure, your company has satisfied customers. If you didn't, you wouldn't be in business (at least not for long). But here's a question few companies ask: How loyal are they? read more