Marketing

  • Despite Market Uncertainty, 3 in 4 Americans Predict They’ll Be Better off Financially in 2019
    Despite Market Uncertainty, 3 in 4 Americans Predict They’ll Be Better off Financially in 2019

    Complacency Turns to Confidence as Americans Place More Focus on Finances

    Investors are protective about the financial progress they’ve made. They don’t want to be caught blindsided by factors beyond their control – whether it’s an ill-timed pullback in the market, an emergency home repair, or unexpected health event
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  • What’s On U.S. Workers’ Wish Lists for 2019? Help With Caregiving, Finances
    What’s On U.S. Workers’ Wish Lists for 2019? Help With Caregiving, Finances

    Series of 2018 polls measured workforce sentiment on finances, caregiving, benefits

    Workers are worried about their finances, their caregiving responsibilities, and their employee benefits — and these feelings are often strongest among women and younger workers.
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  • When Advisors Stop Placing Business…
    When Advisors Stop Placing Business…

    Product and Fees are Important, but Service is the Differentiator

    LIMRA and EYLIMRA recently did a study that shows more than one third of the time an advisor stops placing business with a carrier the reason is service related. While product features and competitive costs will initially get an advisors attention, ongoing service and support will keep it.
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  • Investing Should Always Be an Active Endeavor
    Investing Should Always Be an Active Endeavor

    Putnam Investments launches “Always Active” — a broad-basedcampaign emphasizing 'building awareness among financial advisors and investors about the importance of including an active approach'

    Putnam Investments has officially launched a new campaign designed to showcase the firm’s strong active management capabilities and build awareness among financial advisors and investors about the importance of including an active approach — seeking to outperform benchmarks and looking for opportunities in changing markets — when building a diversified investment portfolio.
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  • America’s Life Insurance Market Has A Problem…
    America’s Life Insurance Market Has A Problem…

    As growth remains sluggish, technology and innovation are key to drive agile growth

    by Aparna Sankaran

    Global insurance sector growth is expected to remain weak, and companies must focus on technology and innovative initiatives that optimize costs, drive wider distribution and market reach and explore local niche market segments, to spur growth reveals EY Insurance Outlook 2019.
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  • You’ve Won The Lottery… Now What?
    You’ve Won The Lottery… Now What?

    Money Decisions Americans Would Make After Receiving an Unexpected Windfall

    BMO Wealth Management (U.S.) today released a report revealing Americans’ opinions on the effects of receiving a significant amount of money and what their goals would be for their newfound fortune. The report, A Sudden Windfall: A Blessing, Not a Burden, is based on a survey of more than 1,000 Americans aged 35 and older…
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  • Despite Market Uncertainty, Three in Four Americans Predict They’ll Better Off In 2019
    Despite Market Uncertainty, Three in Four Americans Predict They’ll Better Off In 2019

    Complacency Turns to Confidence as Americans Place More Focus on Finances

    Have the big swings in the stock market shaken Americans from their bull market complacency? Fidelity Investments’® tenth annual New Year Financial Resolutions Study finds the percentage of people committing to make financial resolutions is staging a comeback, with 32 percent of respondents indicating they intend to make a financial resolution for the year ahead,…
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  • With MDRT ‘Edge’: Advantage, Advisors!
    With MDRT ‘Edge’: Advantage, Advisors!

    MDRT delivers new meeting that gives U.S. and Canadian members the cutting EDGE in Financial Services

    Nearly 500 MDRT members gathered in Boston Nov. 7-9 for the first-annual MDRT EDGE, a meeting focused exclusively on addressing the unique challenges faced by financial professionals in the United States and Canada.
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  • From Blunder to Wonder
    From Blunder to Wonder

    How Companies Successfully Bounce Back from Mistakes

    by Emily Safrin

    1993 was a terrible year for a particular major national fast food chain. It was an even worse year for four families who suffered unimaginable losses after their children ate contaminated meat at the establishment. Unsurprisingly, the chain found itself on the verge of bankruptcy.
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  • Unique Dining Experience in Dallas Serves Up Awareness for Disability Employment
    Unique Dining Experience in Dallas Serves Up Awareness for Disability Employment

    Individuals with disabilities prove they are ready, willing and able to work

    The National Down Syndrome Society (NDSS), with support from Voya Financial® (Voya), are advocating for equal rights for all individuals with Down syndrome through a unique dining experience known as C21.
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  • Ninety Four Percent of Millennials Plan on Making Financial Resolutions in 2019
    Ninety Four Percent of Millennials Plan on Making Financial Resolutions in 2019

    A snapshot of Americans’ money sentiments heading into the new year

    Nearly all American millennials (94 percent) plan on making financial resolutions in 2019, according to new data from Principal Financial Group®. As the year winds down, more Americans are reflecting on where they busted their budgets in 2018, and importantly, what they’re committed to correcting in 2019.
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  • Five Factors Influencing Growth in the Life-Combination Market
    Five Factors Influencing Growth in the Life-Combination Market

    Joint LIMRA-EY study identifies the impact of this $4 billion market

    According to LIMRA research, the life-combination market has grown to more than a $4 billion market over the past 10 years. A new study, conducted jointly by LIMRA and Ernst & Young LLP (EY), identified five factors that impact the viability of the life-combination market.
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  • The Truth According to Uber
    The Truth According to Uber

    What every company should know about building a brand... and engineering success

    by Bruce Turkel

    Uber’s new CEO, Dara Khosrowshahi, is new to his position, but a recent email to employees proves he is a thoughtful inspirational speaker. When UK officials announced that they would not renew Uber’s license to operate in London, Uber announced its plan to appeal the decision.
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