NEWS + VIEWS2018-09-07T14:42:15+00:00

NEWS AND VIEWS

How to Collaborate with an Agency and Get More from Your Business

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 […]

Disability Insurance: Providing Clarity to a Confusing Space

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 […]

It’s open enrollment season! Here are key findings from the 2018 Employer Health Benefits Survey

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 […]

Carriers are taking the lead in digital personalization; let’s look at how

The insurance industry was once considered slow to innovate, but now is leading the way in meeting changing consumer preferences. That’s evident in the way insurers are using their wealth of data on policyholders to tailor their messaging and product offerings.

Personalization […]

Are your agents ignoring you? It could be the clutter.

Insurance agents are constantly bombarded with uninspired marketing tools by well-meaning marketers spending boatloads of money to promote their products, services and brand. So why do so many of these marketing materials fall short of their goal? Why are those digital […]

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 […]

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 […]

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 […]