Monthly Archive: September 2019

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Digital Transformation in Insurance: Current Benchmark and Future Roadmap

Cloud-based technologies and big data are getting close to maturity, with 81% and 71% of insurance carriers, respectively, committed to using these tools to support data-driven objectives: Aite Group report Boston, MA (Sept. 17,...

Pacific Blue Cross forms national alliance with Blue Cross Life

Blue Cross Life Insurance Company of Canada and Pacific Blue Cross announced that they will form an alliance “to bring together local service and insight, with national expertise and scale” for the benefit of...

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Should investors pay closer attention to the ‘S’ in ESG?

Staff | September 16, 2019 When considering environmental, social and governance issues, asset managers are less convinced that social factors drive returns, according to a survey by Netherlands-based NN Investment Partners. Among the European asset managers surveyed, just...

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Reaching Unadvised Gen X Investors

Advisors are always looking for an opportunity to find new clients. Some advisors may look to younger generations as they continue to hit milestones that would make them better suited for financial advice. But...

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Tenacity And Ambition Fueled Advisor’s Drive To Success

If you or someone you know has moved to the U.S. and feels overwhelmed about finding success in the financial services industry, you might want to spend some time combing through the new book,...

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From Generalist To Specialist: Strategically Creating Your Niche

When I was a new agent, I was perplexed every time I heard speakers at industry meetings talk about how much they love their careers. I was jealous because loving my career seemed entirely...

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A Guide To Getting Referrals That Are Just Right

Not all referrals are created equal. Sometimes a client or center of influence knows exactly who to send your way and you love them for it. But others will refer folks to you with...