Fri.Dec 01, 2023

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LexisNexis rises to the generative AI challenge

CIO

IT leaders looking for a blueprint for staving off the disruptive threat of generative AI might benefit from a tip from LexisNexis EVP and CTO Jeff Reihl: Be a fast mover in adopting the technology to get ahead of potential disruptors. Since its origins in the early 1970s, LexisNexis and its portfolio of legal and business data and analytics services have faced competitive threats heralded by the rise of the Internet, Google Search, and open source software — and now perhaps its most formidable

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Leveraging the Power of AI in Expert Insights

Alpha Sense BI

The digital landscape is rapidly evolving, and businesses and investors alike are constantly seeking innovative ways to gain insights from industry experts to elevate their primary investment research. Artificial intelligence (AI) has empowered the way professionals conduct primary investment research and access to expert insights from subject matter experts.

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Website spoofing: risks, threats, and mitigation strategies for CIOs

CIO

In our rapidly advancing digital era, where our lives seamlessly merge with the vast online realm, the trust we place on websites to safeguard our sensitive data and personal information becomes increasingly critical with every click. As we navigate the continuous flow of information and effortlessly access many online services, the omnipresent challenge of cybersecurity looms large.

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Why Organizations Are Embracing Automation in Security and Beyond

Dataversity

Compared to other organizational departments, security teams generally embraced automation on the early side. Frontline analysts facing ever-evolving cyber attacks, hampered by too much work and not enough staff, were quick to take advantage of technology that could automate tedious tasks and mission-critical workflows. Now, departments throughout organizations are following security’s lead.

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Prepare Now: 2025s Must-Know Trends For Product And Data Leaders

Speaker: Jay Allardyce, Deepak Vittal, and Terrence Sheflin

As we look ahead to 2025, business intelligence and data analytics are set to play pivotal roles in shaping success. Organizations are already starting to face a host of transformative trends as the year comes to a close, including the integration of AI in data analytics, an increased emphasis on real-time data insights, and the growing importance of user experience in BI solutions.

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How customers can save money during periods of economic uncertainty

CIO

Saving money is a top priority for many organizations, particularly during periods of economic uncertainty. Today, security, networking, and IT teams are faced with reduced headcount, shrinking budgets, and the very real need to do more with less. Yesterday’s hub-and-spoke networks and castle-and-moat security models were adequate when users, applications, and data all resided onsite in the corporate office or data center.

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Domo Receives Multiple Awards in 2023 Ventana Research Buyers Guides

Domo

SILICON SLOPES, Utah — Today Domo (Nasdaq: DOMO) announced it has been recognized in several 2023 Ventana Research Buyers Guides, including being named as an Overall Leader in the Buyers Guide for Collaborative Analytics. In addition, Domo was ranked as an Exemplary Vendor in the following 2023 Ventana Research Buyers Guides: Analytics and Data, Augmented Analytics, Embedded Analytics, and Mobile Analytics and was designated as a Leader in Adaptability, Capability and Validation in the Customer

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Reviving the Report: Where IT & Finance Align

Splash BI

Upcoming Webinar Reviving the Report: Where IT & Finance Align TUE, DEC 12, 2023 02 PM – 03 PM ET Jump to abstract Register Now! Abstract In today’s business environment, effective collaboration between IT and Finance is essential for success. SplashGL, SplashBI’s Accounting and Finance reporting solution, stands out as a custom-fit tool to enhance this cooperation.

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Quiz: Can You Identify These Annuity Players?

Wink Intel

It’s important to know facts about Social Security and income taxes, but what if you go to a holiday party over the next few weeks, meet the CEOs of companies with $10 billion in annual annuity sales and blank on those CEOs’ names? Click HERE to view the slideshow While you are here, check out #12! The post Quiz: Can You Identify These Annuity Players?

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Top 10 Regulatory Intelligence Trends for 2024

WideNARROW

Introduction: Setting the Stage for Regulatory Intelligence in 2024 As we approach 2024, the regulatory intelligence landscape is evolving at an unprecedented pace. Regulatory professionals play a pivotal role in navigating this dynamic environment. But how can they stay ahead of the curve?

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Gain a Competitive Edge With This Scenario Planning Toolkit

In a world where uncertainty and change are constant, scenario planning empowers companies with the agility and competitive edge needed to thrive. Download the toolkit to fortify your business strategy , set up your competitive positioning , and ensure your company is poised to respond to any future scenario.

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Buffered Variable Annuities on Track to Overtake Traditional Variable Contracts in Q4

Wink Intel

“I am projecting that structured annuity sales will top variable annuity sales by next quarter,” Sheryl Moore , CEO of Wink , publisher of the report, said in a news release. “Once the market volatility started, it was only a matter of time until variable annuity sales started to slip,” Moore added in a followup email. Click HERE to read the full story via Life Annuity Specialist The post Buffered Variable Annuities on Track to Overtake Traditional Variable Contracts in Q4 appeared first on Wi

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Structured annuity sales soar higher in strong Q3 market, Wink reports

Wink Intel

Structured annuities sold strong yet again in the third quarter, Wink, Inc. reported, showing that the unique products have more room to run. Also known as registered indexed-linked annuities, structured annuity sales in the third quarter were $11.4 billion, up 6% compared to Q2 and up 12.5% over Q3 2022. Structured annuities have a limited negative floor and limited excess interest that is determined by the performance of an external index or subaccounts.

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Wink’s Sales & Market Report: Life sales report update

Wink Intel

While we delayed this week’s newsletter in anticipation of publishing Wink’s Sales & Market Report’ s 3rd Quarter 2023 life sales report, we are unintentionally delayed due to a couple of late sales submissions. Preliminary sales are available in the online Sales Data Query for subscribers. Did you see the annuity sales report for the third quarter?!

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CFPs Are Fiduciaries Even When They Sell Annuities, CFP Board Says

Wink Intel

CFPs who sell annuities are subject to a tougher fiduciary standard, as well as the National Association of Insurance Commissioners (NAIC) suitability model regulation, the CFP Board said in new guide published today. “The CFP Board Code imposes a fiduciary duty. The Model Regulation does not,” the guide said, adding that advisors who sell insurance products must follow both.

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Business Intelligence 101: How To Make The Best Solution Decision For Your Organization

Speaker: Evelyn Chou

Choosing the right business intelligence (BI) platform can feel like navigating a maze of features, promises, and technical jargon. With so many options available, how can you ensure you’re making the right decision for your organization’s unique needs? 🤔 This webinar brings together expert insights to break down the complexities of BI solution vetting.

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Jackson’s Scott Golde Honored as Recipient of ThinkAdvisor LUMINARIES 2023 Executive Leadership Award

Wink Intel

LANSING, Mich.–( BUSINESS WIRE )– J ackson National Life Insurance Company ® (Jackson®), the main operating subsidiary of Jackson Financial Inc. 1 (NYSE: JXN), today announced Scott Golde, Senior Vice President, Enterprise Chief Ethics and Compliance Officer, has been named a ThinkAdvisor Executive Leadership 2023 Luminary. Golde was recognized for his significant leadership and continuous efforts to effect change in the insured retirement industry.

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Securian Financial CEO Chris Hilger Signs Employer Support for Guard and Reserve Statement of Support

Wink Intel

ST. PAUL, Minn.–( BUSINESS WIRE )–Securian Financial Chairman, President and CEO Chris Hilger has signed the Employer Support for the Guard and Reserve Statement of Support—officially pledging Securian Financial’s continued commitment to supporting military servicemembers both inside and outside of its workplace. As part of several company-supported Veteran’s Day and National Military Families Month activities, Hilger signed the statement on Wednesday, November 8, 2023, surrounded by

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AM Best Affirms Credit Ratings of Zurich Insurance Group Ltd and Its Main Rated Subsidiaries

Wink Intel

LONDON–( BUSINESS WIRE )– AM Best has affirmed the Financial Strength Rating (FSR) of A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aa-” (Superior) of the main rated insurance subsidiaries of Zurich Insurance Group Ltd. At the same time, AM Best has affirmed the Long-Term ICR of “a” (Excellent) of Zurich Insurance Group Ltd (Zurich) (Switzerland) (a non-operating holding company).

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Best’s Market Segment Report: AM Best Maintains Stable Outlook on U.S. Life/Annuity Insurance Segment

Wink Intel

OLDWICK, N.J.–( BUSINESS WIRE )– AM Best is maintaining its stable outlook on the U.S. life/annuity market segment for 2024, noting its strong liquidity and capital positions, robust annuity sales and slightly improved new money yields in a benign credit environment. The stable outlook is supported by the industry’s absolute level of capital, as well as solid levels of risk-adjusted capitalization, according to the new Best’s Market Segment Report , “Market Segment Outlook: U.S

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Are Your Impact Comms Resonating With Stakeholders?

Whether your organization is at the start of its sustainability and impact journey or years into it, many brands share a common concern: the uncertainty of whether they are sending stakeholders mixed messages. Creating content that speaks to your audience's “love language” can be a tricky dance. But, worry not! 3BL has put together tips to ensure that your content not only finds its rhythm but also resonates with your target audiences.

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F&G Annuities & Life Prices Senior Unsecured Notes Offering

Wink Intel

DES MOINES, Iowa , Nov. 29, 2023 /PRNewswire/ — F&G Annuities & Life, Inc. (NYSE: FG ) (“F&G”) today announced that it priced a public offering of $345 million aggregate principal amount of its 7.95% senior notes due 2053 (the “notes”). The offering is expected to close on December 6, 2023 , subject to satisfaction of customary closing conditions.

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AuguStar Life(SM) Selects iPipeline® to Help Strengthen its Digital Transformation Journey and Improve the Agent Experience

Wink Intel

EXTON, Pa. , Nov. 30, 2023 /PRNewswire/ — iPipeline ® announces a partnership which will help AuguStar SM Life to accelerate and strengthen its digital transformation with innovative solutions from iPipeline that are designed to improve the agent experience. These solutions will automate and simplify the application process while providing agents with instant quotes and illustrations, all to increase speed and efficiency, helping AuguStar Life expand its third-party distribution footpr

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Transamerica Bolsters Long Term Care Planning with Innovative Workplace Life Insurance Rider

Wink Intel

BALTIMORE , Nov. 27, 2023 /PRNewswire/ — Transamerica today unveiled its new Long Term Care Rider for the Transamerica Universal Life Insurance SM , a strategic innovation designed to help address the long-term care needs of Americans approaching retirement. As the U.S. population ages and life expectancy hovers around 77 years, Transamerica’s Long Term Care Rider offers a flexible and forward-thinking solution to help secure financial well-being.

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How Life Insurance Policy Reviews Trip Up Fiduciary Advisors

Wink Intel

The Certified Financial Planner Board of Standards recently published a new guide highlighting key areas in which state-based annuity sales rules fall short of the organization’s own fiduciary standards. The guide’s publication quickly sparked conversation among insurance sales professionals and financial advisors about the significant murkiness of the regulatory waters when it comes to advisors and insurance.

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How To Speak The Language Of Financial Success In Product Management

Speaker: Jamie Bernard

Success in product management goes beyond delivering great features - it’s about achieving measurable financial outcomes that resonate across the organization. By connecting your product’s journey with the company’s financial success, you’ll ensure that every feature, release, and innovation contributes to the bottom line, driving both customer satisfaction and business growth.

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Here’s How Long the CDC Expects Your Clients to Live Now

Wink Intel

U.S. clients ages 25 and older are still missing 2.6% of the years of life they had to live in 2019, before the COVID-19 pandemic began. Clients ages 65 and older are still missing 3.6% of their pre-pandemic life expectancy. The National Vital Statistics System, an arm of the U.S. Centers or Disease Control and Prevention, has shown how COVID-19 itself, the damage the pandemic did to society and the health care system, and, possibly, other factors have affected your clients’ store of time on ear

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New DOL Fiduciary Rule Could Rein In Use of Advisor-Like Titles

Wink Intel

The Labor Department is requesting comments on how to potentially regulate advisor-like titles — such as financial consultant, financial planner and wealth manager — under its new fiduciary rule. The preamble to the proposed rule says the department wants feedback on titles that “may convey the offer of individualized recommendations and are relied upon by the retirement investor,” Duane Thompson, senior policy analyst at Broadridge Fi360 Solutions, said on a recent webcast held by Broadridge.

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Buffered Variable Annuities on Track to Overtake Traditional Variable Contracts in Q4

Wink Intel

“I am projecting that structured annuity sales will top variable annuity sales by next quarter,” Sheryl Moore , CEO of Wink , publisher of the report, said in a news release. “Once the market volatility started, it was only a matter of time until variable annuity sales started to slip,” Moore added in a followup email. Click HERE to read the full story via Life Annuity Specialist The post Buffered Variable Annuities on Track to Overtake Traditional Variable Contracts in Q4 appeared first on Wi

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Global Atlantic closes $19 billion reinsurance agreement with MetLife

Wink Intel

NEW YORK, NY — November 16, 2023 — Global Atlantic Financial Group (“Global Atlantic”) , a leading insurance company meeting the retirement and life insurance needs of individuals and institutions, today announced it has closed a previously announced reinsurance agreement with MetLife, Inc. (NYSE: MET). The transaction, signed between subsidiaries of the two companies in May, reinsures a seasoned and diversified block of MetLife’s U.S. retail annuity and life insurance business.

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What Regulations Will Impact Sustainability Comms in 2024?

Navigating the waters of sustainability reporting disclosures and regulations can be intimidating, to say the least. With various measures set in motion in 2023 to keep companies accountable, there is a lot in store for brands’ impact communication in the upcoming year. 3BL is kicking off this January with our Navigating ESG Comms Through the Cosmos - Capricorn Edition by highlighting the impact of: The U.S Securities and Exchange Commission (SEC) Climate disclosure rules The European Commission