Product Portfolio

  • Moody’s – Global Life Insurance Outlook is Stable as Insurers Adapt to Low Interest Rates
    Moody’s – Global Life Insurance Outlook is Stable as Insurers Adapt to Low Interest Rates

    Moody's outlook for the global life insurance sector in 2020 is stable

    The outlook for the global life insurance sector is stable, reflecting insurers' solid regulatory capital and relatively conservative investment portfolios, and their efforts to adapt their products to a low interest rate environment, Moody's Investors Service said in a report published today.
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  • Many Americans Have Nowhere to Turn for Trusted Personal Finance Guidance
    Many Americans Have Nowhere to Turn for Trusted Personal Finance Guidance

    Vital to have access to financial guidance 'when you are young'

    When Americans need help with their finances, where do they turn? Recently the National Financial Educators Council (NFEC) sought to find out who people turn to when they need financial guidance from someone they trust. In a one-question survey, 1,038 people across the US were asked, "When you have a financial question, who do you…
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  • Recruit, Retain: Upskill & ReSkill
    Recruit, Retain: Upskill & ReSkill

    Nationwide announces a five-year, $160M Future of Work investment

    In a rapidly-changing business environment and competitive job market, businesses are looking to attract and retain talent to help them deliver on their mission, and workers are looking for a company that is values-based and values them. Workers are also seeking employers who will partner with them in preparing for their futures.
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  • 40% of Older Americans Rely Solely on Social Security for Retirement Income
    40% of Older Americans Rely Solely on Social Security for Retirement Income

    Only 7% of Retirees Have Ideal Situation of Income from Three Sources: Social Security, Pension & Savings

    Only a small percentage of older Americans, seven percent, receive income from Social Security, a defined benefit pension, and a defined contribution account. Retirement income from these three sources is widely considered to be the ideal situation to ensure retirement security, particularly for the middle class. Retirees with these three sources of income are far…
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  • Risk of Pension Meltdown Grows Due to Inaction by U.S. Congress
    Risk of Pension Meltdown Grows Due to Inaction by U.S. Congress

    House & Senate laid out blueprints in 2019... with very different visions... but failed to reach agreement

    The window is closing on the chance to avert a pension meltdown that will slash the retirement benefits of more than a million U.S. workers.
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  • The Future Of Insurance…
    The Future Of Insurance…

    A new decade of change and innovation awaits

     by Denise Garth

    Prior to the holidays, we published our newest thought leadership report, Future Trends – Looking Back and Leaping Forward, and hosted a webinar that covered this report as well as early highlights from our upcoming 2020 Strategic Priorities research.
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  • Health Savings Account Balances Show Continued Growth
    Health Savings Account Balances Show Continued Growth

    Analyzing the state of and the individual behavior in HSAs

    According to a new EBRI report, average health savings account (HSA) balances increased from $1,990 in 2011 to $2,803 in 2018. “Trends in Health Savings Account Balances, Contributions, Distributions, and Investments, 2011‒2018: Estimates From the EBRI HSA Database” is a longitudinal study from EBRI’s HSA database, examining trends in account balances, individual and employer contributions,…
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  • What’s Next for the Pension Risk Transfer Market?
    What’s Next for the Pension Risk Transfer Market?

    Challenges and misconceptions about time & costs

    Challenges and misconceptions about time & costs New research from LIMRA In our latest LIMRA Unplugged episode Alison Salka, LIMRA research director, and Scott Gaul, head of Investment and Pension Solutions for Prudential Retirement, discuss current trends in the pension risk transfer market, the challenges plan sponsors face and some of the misconceptions about the…
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  • AmeriLife® Announces Growth Investment from Thomas H. Lee Partners to Continue Rapid Expansion
    AmeriLife® Announces Growth Investment from Thomas H. Lee Partners to Continue Rapid Expansion

    Strategy focuses on global financial services investment

    AmeriLife Group, the national leader in marketing and distributing life, health, and retirement solutions, today announced that it has entered into a recapitalization agreement with an investor group led by Thomas H. Lee Partners, L.P. (“THL”), a premier private equity firm investing in growth companies, and other investors including Cannae Holdings and certain THL limited…
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  • How Much Do Medicare Beneficiaries Spend Out of Pocket on Health Care?
    How Much Do Medicare Beneficiaries Spend Out of Pocket on Health Care?

    The oldest beneficiaries, aged 85+, spent more than two times what those aged 65-74 did

    Many policymakers and presidential candidates are discussing proposals to build on Medicare in order to expand insurance coverage and reduce health care costs, and improve financial protections and lower out-of-pocket costs for people currently covered by Medicare.
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  • Constructive Commentary on Building Brand Value
    Constructive Commentary on Building Brand Value

    Profiting From Give and Take

    by Bruce Turkel

    Newton’s Third Law of Motion states: “Every action has an equal and opposite reaction.” Later, The Byrds rerecorded Pete Seeger’s interpretation of a passage from the Book of Ecclesiastes: “For everything, (turn turn turn) there is a season.”
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  • The 3 Disciplines of Strategic Thinking
    The 3 Disciplines of Strategic Thinking

    Acumen, allocation and action: Are you getting it?

    by Rich Horwath

    Do you get it? Translation: Are you strategic? How often have you overheard a group talking about a leader and saying, “She/he just doesn’t get it”? Do they say that about you?
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  • Funded Ratio For 100 Largest U.S. Public Pensions Climbs to 73.4%,
    Funded Ratio For 100 Largest U.S. Public Pensions Climbs to 73.4%,

    Nearly one-third of PPFS plans lowered interest rate assumptions since 2018 study

    Milliman, Inc., a premier global consulting and actuarial firm, today released the results of its 2019 Public Pension Funding Study (PPFS), which analyzes funding levels of the nation's 100 largest public pension plans, including an independent assessment on the expected real return of each plan's investments.
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