Financial wellness programs were greeted favorably when they first debuted. But what is the forecast for their long-term success? Amid signs that such programs have not been as impactful as expected Cogent Reports took a 360-degree look at three sets of […]
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 […]
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, […]
We keep hearing and seeing the yelps about how “incumbent” and “legacy” carriers and their systems just won’t budge and that they are reluctant to innovate (myself included in on the yelping). We are listening to frustrated insurtech startup companies complaining […]
Measurements drive marketing – marketing drives measurements.
There is a symbiotic relationship between marketing and measurements that has an especially strong bond in the insurance industry because, well, insurance owes its existence to measurements and numbers (i.e. risk). This interchangeable bond […]
Amid Rising Sales, Advisors Cite Guaranteed Retirement Income as Top Reason for Selling Annuity Products
Annuity sales are rebounding and advisors expect to maintain, or even increase, their use of annuity products in the near future. At the same time, the […]
In a study of 3,210 adults aged 24 to 74, results showed that only two out of five Americans have protected retirement income in the form of a pension or an annuity. Yet almost half of Americans expected their savings to […]
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.
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 […]
Engaging customers is a top strategic initiative for any company. Customer experience and engagement has been and continues to be the number one strategic initiative for insurers, with 85% of insurers investing in this important aspect of retaining customers. The focus […]
According to a survey from Rock Health, 46% of consumers use three or more categories of digital health tools. The survey also found that nearly 70 percent of people appreciate getting texts or emails from healthcare providers. Eric Topol, digital medicine […]
We often meet with prospective clients to discuss their marketing goals and needs, and to help assess if we are a good fit. The marketing industry moves fast and we see marketing leaders struggling to keep up and make confident decisions […]
Securing disability coverage can be complicated, confusing and expensive. But insurance experts, advisors or anyone who has suffered injury or illness can agree: it’s necessary. It’s unfortunate that long-term disability income (LTD) insurance and long-term care (LTC) insurance are so hard […]
If your customer-retention strategy relies on loyalty, it’s time to rethink. It could mean that you’re giving up something priceless: your relevance. In the U.S. market alone, companies are losing $1 trillion in annual revenues to their competitors because they are […]
Every October, the Kaiser Family Foundation releases an extensive look at the healthcare landscape in their Employer Health Benefits Survey. The survey usually turns up several interesting insights into what’s going on in the world of insurance and healthcare. Oftentimes, findings […]