Marketing

  • Geographic Information Systems Usher In The Age of Location Intelligence
    Geographic Information Systems Usher In The Age of Location Intelligence

    The Most Important Technology for Insurance That No One Talks About

    by Mark Breading

    Geographic Information Systems (GIS) may conjure up images among insurers of an old technology that tends to be used by a few passionate specialists at their company.
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  • How Friends Influence Investing
    How Friends Influence Investing

    A Growing Trend; Use of Social Technology for Investing

    Actionable insights into how Americans talk finance with friends can shape strategy to engage with today’s investors, as outlined in a new report from Hearts & Wallets, the source for retail investor data and insights.
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  • Americans with Financial Advisors Are Significantly More Comfortable Balancing Present and Future Financial Goals
    Americans with Financial Advisors Are Significantly More Comfortable Balancing Present and Future Financial Goals

    Study: Trust is the Centerpiece of a Superior Advisor Experience

    Two thirds of Americans find it challenging to navigate spending now versus saving for later --- and a financial advisor may be the solution.
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  • Life Insurance Industry Faces Market Penetration Challenge
    Life Insurance Industry Faces Market Penetration Challenge

    Steady flow of new policy sales offset by lapse, surrendered

    The life insurance industry has shown relatively steady sales over the past decade, but the number of policies and resulting market penetration are in decline, according to a new study by Conning.
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  • Sumitomo Life launches Vitality in Japan
    Sumitomo Life launches Vitality in Japan

    Partnership brings the number of countries in which the Vitality Shared-Value Insurance model is available to 18

    Vitality Group, responsible for the global expansion of the Vitality Shared-Value Insurance model using the capabilities of Discovery and its network, are excited to announce the introduction of the first Vitality-linked insurance offering in Japan, in partnership with Sumitomo Life. Sumitomo Life Vitality was presented to employees and other stakeholders today in Tokyo, Japan.
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  • Retirement Savings on Summer Break?
    Retirement Savings on Summer Break?

    How consumers are prioritizing saving during the 'spending season'

    Research Finds Over Half of Plan Participants Have Three or More Savings Goals Competing with Retirement

    The summer months bring increased expenses for big ticket items like vacations, home improvements and weddings—all of which are competing for consumers’ share of wallet, according to Lincoln Financial Group’s (NYSE:LNC) 2017 Retirement Power® Participant Study.
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  • Independent Advisors Continue on Growth Trajectory While Building Firms to Weather Headwinds
    Independent Advisors Continue on Growth Trajectory While Building Firms to Weather Headwinds

    Study: A continued upward trajectory as advisors focus on client acquisition, marketing, and operational excellence

    The independent advisory industry remains on a growth trajectory, according to results from the 2018 RIA Benchmarking Study from Charles Schwab, the largest study of its kind in the industry.
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  • How Wise Is the Conventional Wisdom on CLOSING?
    How Wise Is the Conventional Wisdom on CLOSING?

    An Inbound Selling Expert Debunks the Myths and Affirms the Truths

    When you work in sales, there's no end to the advice you field. Everyone—from bosses to consultants and trainers to the industry veterans you meet at the hotel bar—has tips and techniques that (supposedly) vastly improve your likelihood of making a sale.
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  • How Can ‘Greenfields’ Create A New Route to Engage and Capture Customers?
    How Can ‘Greenfields’ Create A New Route to Engage and Capture Customers?

    Breaking Down Barriers

    by Denise Garth

    One of the most famous movie scenes in Hollywood history involves a trash compactor. In Star Wars: A New Hope, Luke Skywalker, Princess Leia and Han Solo find that their only route for escape is actually a dead end. They jump into a giant trash compactor and within moments, the walls begin to close in…
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  • Avoiding Objections Is Stupid…
    Avoiding Objections Is Stupid…

    Four Ways to Seek Out the Objections You Desperately DON'T Want to Hear

    Salespeople hate objections. Everyone does, but salespeople hear them more often than most. (When you ask people to part with their money all day long, you're bound to hear some noes.) And because rejection hurts—and yes, objections are a type of rejection—it's only human to try to avoid it.
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