- Ninety One Million Americans Fear Maxing Out Their Credit
How do you define 'large purchase'?
More than 1 in 3 people are afraid they'll max out their credit card when making a large purchase, according to a new WalletHub credit cards survey released today. This concern is well-founded, considering Americans began 2020 with over $1 trillion in total credit card debt.
read more - DMI Marketing Unveils A New Identity
A new brand reinforces its investment in people, technology and growth
DMI, wholesaler of consumer-driven life and annuity products announces a new brand identity with a complete rebrand. As part of its rebranding efforts, the Company's name will change from DMI Marketing to a shortened version, DMI.
read more - Baby Boomers Only Slightly Ahead of Millennials When It Comes To Retirement planning
More than half of millennials and Gen Xers, as well as over one-third of boomers, haven't started retirement planning, NAPFA survey shows
Going into 2020, more than half (59%) of millennials haven't considered their options for retirement. However, this trend is not limited to younger Americans.
read more - Accounting Change: The Path to Modernized Finance Technology
The response to IFRS 17 and LDTI for insurers calls for investments into agile and modernized finance technology that drive better business performance.
While possible to view accounting change as a compliance exercise, nearly all insurance companies are viewing these changes as the trigger for long-overdue deferred investments ranging from targeted data, system or process upgrades to full-scale modernization.
read more - John Hancock and Human API Join Forces to Transform the Life Insurance Purchase Process
New Initiative Enables Consumers to Share Medical Information in Real Time
Today, John Hancock announces a major step forward in significantly streamlining the life insurance buying experience through a strategic collaboration with Human API, a leading health data platform, offering a simple, digital way for consumers to share access to their electronic health records (EHR) in real time.
read more - 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.
read more - 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…
read more - 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.
read more - 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…
read more - 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.”
read more - 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?
read more - Exploring The Realities and Dreams of Americans Today
Storylines reflect real client experiences and show how financial planning helps Americans choose to live the life they want now
Northwestern Mutual, a leading financial services company, is building on the success of its brand campaign "Spend Your Life Living" with new ads that showcase powerful, diverse and emotive stories that reflect the realities and dreams of many Americans today.
read more - Ninety-Nine Million Americans to Make a Financial Resolution for 2020
A playbook for making your promises a reality
Resolution season is fast approaching, money is still America’s top stressor, and nearly 99 million people are planning to make a financial resolution for 2020, according to a new WalletHub survey, released today. In order to provide a playbook for how to make financial resolutions a reality, WalletHub also released its list of the Top…
read more
