Marketing

  • COVID-19 Depresses U.S. Medicare Supplement Claims, Federal Legislation Could Dampen Revenue
    COVID-19 Depresses U.S. Medicare Supplement Claims, Federal Legislation Could Dampen Revenue

    The shift between plan types as a result of MACRA could impact revenues and earnings.

    Net premiums earned for the Medicare supplement insurance lines of business have climbed 64% in slightly less than a decade, reaching $33 billion in 2020, according to a new AM Best report. The Best’s Market Segment Report, titled, “U.S. Medicare Supplement: COVID-19 Depresses Claims, MACRA Could Dampen Revenue,” notes that the net premium increase exceeded…
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  • A Hybrid Approach To Building A Startup
    A Hybrid Approach To Building A Startup

    The most successful startups mix business and friendship to build teams

    Finding the right team is critical for a startup's success and most aren't taking the right approach, finds research from the University of Maryland's Robert H. Smith School of Business. With the right strategy – a mix that has founders both liking each other due to shared values and experiences and having the proper complementary…
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  • The Importance Of Shopping Small
    The Importance Of Shopping Small

    Communities turn out in earnest and in droves to support the small businesses they cherish

    As consumer spending continues to rebound, U.S. shoppers showed up in a big way for the small businesses in their communities during this year’s Small Business Saturday on November 27, positioning American Express’ (NYSE: AXP) 12th annual event to be one of the most impactful shopping days of the holiday season.
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  • The Value Of Personal Advice: Wealth Management Through The Pandemic
    The Value Of Personal Advice: Wealth Management Through The Pandemic

    Following a difficult year, advisors achieve record client and asset retention

    In 2020, North American wealth-management clients dealt with fear and uncertainty in their portfolios, amid the fear and uncertainty that defined so many other parts of their lives due to the human tragedy of the COVID-19 pandemic.
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  • Low Interest Rate Environment & Pandemic Pressure U.S. Fraternals
    Low Interest Rate Environment & Pandemic Pressure U.S. Fraternals

    Net premiums written for the 73 U.S. life fraternal companies decreased by approximately 6% year over year in 2020 to $9.3 billion

    U.S. fraternal insurance companies posted a positive year in 2020 despite COVID-19 challenges and low interest rates, as well as difficulties in reaching current and prospective members, according to a new AM Best report.
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  • CFP Board Announces Best Paper Winners For 2021 Academic Research Colloquium
    CFP Board Announces Best Paper Winners For 2021 Academic Research Colloquium

    The Colloquium brings renowned researchers from around the world to present their work on investments, psychology, behavioral finance and other financial planning-related fields to both scholars and practitioners.

    The CFP Board Center for Financial Planning (“Center”) announced today the recipients of the 2021 Best Paper Awards. The Awards were presented virtually during the Center’s fifth annual Academic Research Colloquium for Financial Planning and Related Disciplines (“Colloquium”), which took place on November 11-16, 2021.
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  • Addressing Uncertainty Surrounding ESG
    Addressing Uncertainty Surrounding ESG

    AM Best issues FAQ on ESG and insurance credit ratings, announces inclusion of ESG section in Best’s Credit Reports

    Recognizing the uncertainty surrounding what environmental, social, and governance (ESG) entails, and what actions or disclosures are expected from insurance and reinsurance companies, AM Best has released a new commentary addressing frequently asked questions about ESG considerations for financial strength and application of ESG within the rating process.
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  • Environmental, Social & Governance (ESG) Investing Momentum Builds
    Environmental, Social & Governance (ESG) Investing Momentum Builds

    60% of investors say companies are accountable to more than just shareholders

    A majority (60%) of investors around the world reject the idea that companies are responsible only for creating value for shareholders, according to a survey of more than 8550 individual investors in 24 countries by Natixis Investment Managers (Natixis IM). The findings show that investors also expect accountability from companies for their impact on the…
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  • Turbulence After Lift-Off: Global Economic & Insurance Market Outlook 2022/23
    Turbulence After Lift-Off: Global Economic & Insurance Market Outlook 2022/23

    The world economy is making a strong cyclical recovery from the COVID-19 pandemic, but it is not a smooth one

    SwissRe's latest sigma research forecasts real economic growth of 5.6% this year, but growth will slow to 4.1% in 2022 and 3.0% in 2023 as global supply chain issues, labor shortages and high energy prices persist. The number one near-term macro risk is inflation, which stems from these same factors.
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  • Workplace Benefits Brokers Demanding Better Technology
    Workplace Benefits Brokers Demanding Better Technology

    Research points to brokers embracing the role of advocate but stymied by legacy systems

    A new survey of workplace benefits brokers conducted by Wellfleet and EIS reveals that while brokers are increasingly embracing their roles as advocates for employer clients, they find themselves in an uphill battle with legacy technology. This is important because technology is the No. 1 reason brokers will recommend a carrier to a client.
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  • Bringing Private Markets To The Public
    Bringing Private Markets To The Public

    Forbes has forecast that the private securities market will hit a record £7 trillion this year and grow to a staggering $30 trillion by 2030

    Rialto Markets CEO and Co-founder Shari Noonan has said: “The US private securities market is seeing exciting high growth private companies crowdfund their ambitions, while investors are joining this revolution in their droves.”
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  • Left To Their Own Devices, Capital Markets Cannot Save The Planet
    Left To Their Own Devices, Capital Markets Cannot Save The Planet

    Despite attracting a wall of money, capital markets are failing to price in climate risks due to policy confusion and a lack of clarity on financial impact

    Based on interviews with almost 100 leaders from large investment houses and pension plans with $34.5 trillion of assets, the “Can capital markets help save the planet?” survey found that only 14% of respondents believed equities are currently pricing in climate risks. The corresponding figure for alternative investments was 11%, and for bonds, 8%.
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  • Securities-Based Lending Expected To Grow 20% Plus By Year-End
    Securities-Based Lending Expected To Grow 20% Plus By Year-End

    Digitization is enabling expansion of SBL to retail wealth

    Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, has published the 2021 Securities-Based Lending Survey Report, reflecting the views of the company's securities-based lending (SBL) customer base. The customers, representing over $100B in securities-backed lines of credit, project significant growth in the year ahead as well as expansion of SBL into retail wealth.
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