Annuity Sales are Rising: Here’s insight into what Financial Advisors are looking for from Providers

Each year Cogent Reports puts together their annual Annuity Brandscape Study™. The latest report released in February has some interesting insights to share. A little background on the study: In it they interviewed 712 financial advisors from October to November 2018. In order to qualify, respondents were required to have client assets invested in variable annuities, fixed annuities or indexed annuities. Cogent Reports weighs the data [...]

By |2019-04-19T15:27:38+00:00April 19th, 2019|Financial Services|0 Comments
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Shift-Technology Reveals the Art of an ‘Actionable’ Partnership

When I think of Paris, I think of Eugène Delacroix and the Louvre, I think of sipping a 2012 Châteauneuf du Pape at a wrought iron table gazing out at the Eiffel Tower. The perfectly curated pairing of tradition and edginess, of form and function, in every view, every conversation, every bite of food and every sip of wine. The last thing I think of is… [...]

By |2019-04-12T17:46:26+00:00April 12th, 2019|Data and Analytics, Health Insurance, Insurance, News, Technology|0 Comments
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The Countdown Is On

It’s an age-old conundrum: experience v. vitality. For one reason or another these two contesting forces seem to always find themselves in stark opposition rather than working together to find the power in their overlap. This conundrum has so ensued, in its own way, between legacy “incumbent” carriers and insurtech startups. I recently gave Mark Roth, an insurtech expert and new business developer for Dig In, [...]

By |2019-04-05T14:52:17+00:00April 5th, 2019|Data and Analytics, Fun Stuff, Insurance, News, Technology|0 Comments
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