Marketing

  • 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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  • No Longer a Back-Office Function, Billing is at the Center of Growth and Innovation in a New Digital Era of Insurance
    No Longer a Back-Office Function, Billing is at the Center of Growth and Innovation in a New Digital Era of Insurance

    Insurers must reimagine billing and payments to meet customer expectations for new and innovative products and services that extend well beyond traditional insurance

    Majesco (NYSE American:MJCO), a global provider of cloud insurance platform software for insurance business transformation, today announced the release of a new thought leadership report.
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  • LIMRA: Total Individual Life Insurance New Premium Increases in the Third Quarter 2018
    LIMRA: Total Individual Life Insurance New Premium Increases in the Third Quarter 2018

    Driven by strong indexed universal life (IUL) sales

    U.S. life insurance new annualized premium increased 3 percent in the third quarter 2018, according to the LIMRA U.S. Retail Individual Life Insurance Sales Survey. Driven by strong indexed universal life (IUL) sales, this is the second consecutive quarter of positive growth.
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  • Digitalization Is Reshaping Wealth Management
    Digitalization Is Reshaping Wealth Management

    In an industry ripe for change, data-driven robotic process automation and artificial intelligence have a clear role to play

    Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, has published a white paper outlining how robotic process automation (RPA), artificial intelligence (AI), and other digital innovations are providing new ways for wealth managers to interact with clients, enhance the user experience, and gain a significant competitive advantage.
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  • Advisors Offering More Services to Better Meet Needs of Clients
    Advisors Offering More Services to Better Meet Needs of Clients

    By 2035, there will be 72 million retirees in need of your expertise

    Analysis from the LIMRA Secure Retirement Institute (LIMRA SRI) shows that financial professionals across all channels are offering a broad array of common products and services to better serve the needs of prospects and clients.
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  • Measuring The Power of Financial Advice
    Measuring The Power of Financial Advice

    Financial professionals offer holistic advice, guidance on various aspects of retirement planning

    Voya Financial, Inc. (NYSE: VOYA), understands that Americans need holistic guidance to help them prepare for, transition into and live out their retirement. As part of its ongoing effort to help individuals and families achieve long-term financial security, Voya has released new research that examines Americans’ retirement preparation efforts.
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  • The Age of Digital Insurance Is Here, And It’s Decidedly More Human
    The Age of Digital Insurance Is Here, And It’s Decidedly More Human

    What business are you in?

    by Vidyesh Khanolkar

    I’ve spent most of my career in the IT industry, where responses to this question range from “the people business” to “the code-cutting business” and everything in between. In the insurance industry, the answers are more along the lines of “the risk coverage business,” “the risk management business,” “the data business,” and many, many others.
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  • Philanthropy Today: Why America Gives
    Philanthropy Today: Why America Gives

    On the heels of the 2018 midterm elections, study reveals disaster relief and health causes are leading priorities for donors, while election results and tax code changes factor into expected impacts on giving

    With only one week until Giving Tuesday, Classy, the #1 online and mobile fundraising platform for nonprofits, has released the results of a nationwide survey evaluating Americans' plans to give between now and the end of the year.
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