Annuities are perfect for boomers faced with long retirement

Longevity has emerged as the new retirement goal for baby boomers and senior generations who are hoping to outlive their savings and pass wealth onto their heirs.

By |2019-02-12T20:58:35+00:00February 2nd, 2019|Financial Services, Uncategorized|0 Comments

Ways to Engage Insurance Customers, and Retain Them, by Business Line

Last week, we talked about ways to increase engagement with customers. This is more challenging than ever because attention is at a premium with the push and pull of technology and social media. It’s also more important than ever because customer experience and engagement continues to be the number one strategic initiative for insurers, with 85% of insurers investing in this important aspect of customer loyalty. [...]

By |2019-01-18T14:19:52+00:00January 23rd, 2019|Insights, Insurance, Uncategorized|0 Comments

Increasing Adoption of Voluntary Benefits Through Relevant Marketing

Voluntary benefits are a hot topic. In last week’s article we talked about the growth of this industry and why it’s important to obtain and retain talent. The variety of voluntary benefits (being offered) also addresses the expectations of today’s workers, said Wendy Herndon, second vice president of product development and implementation for insurer Aflac. “People today want to customize everything in their lives, and benefits [...]

By |2018-08-09T16:29:18+00:00August 9th, 2018|Uncategorized|0 Comments

Increasing Adoption of Voluntary Benefits Through Relevant Marketing

Voluntary benefits are a hot topic. In last week’s article we talked about the growth of this industry and why it’s important to obtain and retain talent. The variety of voluntary benefits (being offered) also addresses the expectations of today’s workers, said Wendy Herndon, second vice president of product development and implementation for insurer Aflac. “People today want to customize everything in their lives, and benefits [...]

By |2018-09-07T14:32:04+00:00April 26th, 2018|Uncategorized|0 Comments

At the Intersection of Health, Wealth and Well-Being

People are living longer, it’s certainly a fact. But how that’s affecting the landscape of healthcare and financial services is monumental. Health and wealth are merging; as people have begun to broaden their view of the retirement nest egg to cover health care expenses, medical expenses, long-term care, and others. Likewise, people are expecting more options, and a more holistic view, from the financial and health [...]

By |2018-04-23T16:14:19+00:00April 23rd, 2018|Insights, Uncategorized|0 Comments

Advisor Communications At An All Time Low Means Opportunity for Providers

It’s a challenge our clients constantly face, how to reach and stand out amongst financial advisors whose preference and recommendation of products is paramount. The FA audience is inundated with materials from providers touting everything from new products and incentives and receiving them both in the form of print and electronic communications. Well there may be some good news, at least for financial marketers. Advisor marketing has hit [...]

By |2018-09-25T14:54:02+00:00January 10th, 2018|Financial Services, Insurance, Uncategorized|0 Comments

Brand and Product Agnostic Thought Leadership Wins When Trying to Reach Financial Advisors

To truly make headway with the financial advisor audience, providers must align their outreach to the needs of the advisor channel. Helping advisors with the challenges they are facing not only creates engagement with the audience, it works to build advisor trust and loyalty. The key to success lies in creating content that’s useful, that resonates with them, and that can help them differentiate their own [...]

Long Live Print! There is still no better format for visual explanation

As marketers, we are often challenged with how to connect with our audience while presenting information. How can we deliver a message and share our value, in a way that’s memorable? And beyond that, how can we convey information and data-rich content clearly and concisely? These challenges are especially present in the financial and insurance landscape. Let’s face it, we aren’t selling lawnmowers. Services must be [...]

By |2017-07-28T13:42:10+00:00July 28th, 2017|Uncategorized|0 Comments

Dare We Mention Open Enrollment?

Although this may elicit a few groans, it’s never too early to start prepping for open enrollment. It can certainly be a stressful and confusing time for management and employees alike, but getting an early start can help keep the grumbling to a minimum. Just remember, communicating during open enrollment goes beyond choosing a health plan, it’s the perfect opportunity to connect with your employees. You [...]

By |2018-09-25T14:55:01+00:00May 19th, 2017|Health Insurance, Uncategorized|0 Comments

Insurance fortune teller: micro-duration policies, no insurance agents

Silicon Valley is building the new-world insurance agent. By doing so, they are disrupting all layers of the insurance supply and demand chain and changing the value proposition. We have been talking about online innovation here on the blog in the healthcare sector for a long time, but now it seems venture capitalists are taking aim at the tried and true personal lines industry too. We’ve known [...]

By |2018-09-25T14:57:42+00:00August 16th, 2016|Uncategorized|0 Comments