Marketing

  • Part-Time Nation
    Part-Time Nation

    The “Gig Economy” leaves some working Americans financially vulnerable

    In recent years, a greater number of working Americans have left the 9-to-5 career path for the “gig economy,” taking on part-time, contingent, or independent contractor positions. According to the Bureau of Labor Statistics, the proportion of the U.S. workforce employed part-time (i.e., less than 35 hours per week at any one employer) has increased…
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  • LIMRA and LOMA Establish the Robert A. Kerzner Scholarship Program
    LIMRA and LOMA Establish the Robert A. Kerzner Scholarship Program

    From the start, Kerzner was an 'agent of change'

    LIMRA and LOMA today announce the Robert A. Kerzner Scholarship Program, established to honor Robert Kerzner for his contributions to the insurance industry and his years of service as CEO of LIMRA, LOMA, and LL Global.
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  • Investors Sought Out RIAs in 2018 Amid Market Volatility
    Investors Sought Out RIAs in 2018 Amid Market Volatility

    RIAs expect more strong growth in 2019, as they welcome investors seeking advice, attract new talent, and adopt technology that enhances the client experience

    Volatile markets in 2018 drove more investors to seek out the guidance of independent registered investment advisors (RIAs), with RIAs citing nearly 20 percent growth, on average, both in assets and revenues in 2018, TD Ameritrade Institutional1 found in its latest RIA Sentiment Survey.
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  • Top Online Reputation Trends for 2019
    Top Online Reputation Trends for 2019

    Careful... You are what you tweet

    by John P. David

    After a year that saw a slew of epic social media fails, like an Elon Musk tweet leading to a set of $20 million fines and numerous folks losing jobs over offensive posts, I can say with certainty that 2019 will offer a new batch of colorful online problems.
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  • Four Ways to Effectively Attract a Diverse Workforce
    Four Ways to Effectively Attract a Diverse Workforce

    Having a Variety of Diversity at Your Company Can Have a Big Impact on Your Success

    by Jeremy Eskenazi

    Is your team diverse? Do you invest to ensure your team reflects the needs and attitudes of your customers and clients? They need to reflect the communities your employees live, work in, and provide services to.
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  • Know the Rules to Break the Rules in 2019
    Know the Rules to Break the Rules in 2019

    'Fortune Favors the Bold 'Helps Break Assumptions about Money

    Money: people love and hate to talk about it. They want to make it, they want to use it, and they love having it, but when it comes to actually thinking about it, how we get it, how we use and how it helps or hurt us—that’s when people start to ask questions.
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  • 10 Financial Planning Tips to Start 2019 off Right
    10 Financial Planning Tips to Start 2019 off Right

    Getting a client's house in order often  requires them to make a fresh start... and take care of some basic housekeeping

    The first few weeks of the new year are a perfect time for Americans to ensure their financial house is in good order and set themselves up to achieve their monetary goals.
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  • Being Connected: Tech-Savvy Get Techier…
    Being Connected: Tech-Savvy Get Techier…

    ... but most consumers want more support before fully buying into a connected lifestyle

    The number of U.S. consumers considered to be the most technically savvy has grown in the last three years, yet those who are least interested in being connected continue to comprise 39 percent of the population, according to a new study by Assurant, Inc.
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  • LIMRA Unveils Workplace Benefits Electronic Data Exchange Standards Prototype
    LIMRA Unveils Workplace Benefits Electronic Data Exchange Standards Prototype

    To debut at the 2019 Enrollment Technology Strategy Seminar

    LIMRA announced today that it will unveil the prototype of the LIMRA Workplace Benefits Electronic Data Exchange Standards at the 2019 Enrollment Technology Strategy Seminar. The conference will take place on February 5-6 in Miami, Fla.
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  • Nobel Laureate Among Contributors to Latest Installment of “Financial Planning Review”
    Nobel Laureate Among Contributors to Latest Installment of “Financial Planning Review”

    Second installment of CFP Board Center for Financial Planning's peer-reviewed, academic journal now available

    The CFP Board Center for Financial Planning tomorrow has issued the second installment of Financial Planning Review, featuring key research benefitting the financial planning profession – including a paper co-authored by Harry Markowitz, recipient of the 1990 Nobel Memorial Prize in Economic Sciences.
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  • Billing: From Back Office Function to Innovative Growth Engine
    Billing: From Back Office Function to Innovative Growth Engine

    Everything is connected...

    by Denise Garth, Sameer Karode and Badri Mallikarjunan of Majesco, a company with two decades of experience in providing insurance platform software solutions and consulting services for the insurance industry across lines of business – Life, Annuity, Health, Pensions,Property & Casualty (General Insurance), and Group & Voluntary Benefits insurance.

    Everything is connected. In insurance, this is proving true throughout the value chain. In order for an insurer to enter the realm of Digital Insurance 2.0, it must consider the connections and adapt accordingly. Fortunately, digital insurance transformations are enabling.
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  • Nationwide Acquires E-Risk Services
    Nationwide Acquires E-Risk Services

    Transaction will enhance wholesale distribution capabilities

    Nationwide, one of the largest providers of insurance and financial services products in the U.S., announced today that it has acquired E-Risk Services, LLC, (E-Risk) a privately-held, leading program manager, highly specialized in a distinguished portfolio of management lines products.
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  • Social Security Strategy for Women
    Social Security Strategy for Women

    Women face unique Social Security challenges... Advisors can help

    When you play your cards right with Social Security, you get the most from your benefits. When you don't, you end up with money left on the table. And because women, on average, outlive men and are more likely, as they get older, to be single and dependent on one income, they need to have a…
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