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E.g., 2021-09-25
E.g., 2021-09-25
September 2, 2021
COVID-19 has increased the need for employers to provide financial wellness to employees and sales and implementation support for plan providers. Technology investments that provide managerial insight into plan participation and offer “next best” actions to plan participants are vital for plan providers to win and retain business.  Product Trends  Index, target-date, and...
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August 17, 2021
Increasingly restrictive data privacy regulations have made it more crucial than ever for insurers to have a carefully planned data strategy. Communication, teamwork, and a well-defined framework are critical to creating a successful data strategy. Organizations will face several complex challenges as they define their data strategies, but the rewards of robust data and analytics capabilities are...
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July 14, 2021
Decisions about returning to offices, working from “not here,” or a hybrid are happening among many employers, including in the individual life space. Last month, I hosted an Individual Life Insurance Special Interest Group with my colleague Rob McIsaac to discuss critical issues for the industry going into the back half of 2021. Insights from participants and the featured panelists Dave...
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May 7, 2021
Communicating effectively with an executive audience comes with its own set of unique challenges. For less experienced individuals, updating the leadership team or presenting to a board of directors can be particularly difficult to navigate. First-time presenters may come into the room expecting that the executive group will have sufficient background on the material at hand; often,...
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April 27, 2021
Individual life insurance competition for clients and producers remains high, and insurers continue to look for ways to improve cost profiles while creating competitive advantages through enhancements to products and services. The ability to roll out new products, pricing, and product changes rapidly in response to market conditions and regulatory changes is vital to grow revenue. Insurers...
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March 30, 2021
As we mark the one-year anniversary of COVID-19, the work-from-home model is looking like it will be a big part of how we move forward. The old days of soldiering on through illness and dragging yourself into the office are no longer a sign of dedication but looked down upon as selfish and dangerous. The emotional and financial toll on individuals and families is still unknown. Time will tell...
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March 5, 2021
With a year of remote work behind us, and the pandemic continuing to impact our day-to-day lives, we now see a future that looks different than we ever could have anticipated. Insurers are beginning to roll out a hybrid working model, one perhaps best suited to meet the needs of both employees that prefer working remote and those that enjoy being in the office. Last week, I hosted the...
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January 28, 2021
The life insurance industry has become increasingly competitive thanks to persistent low interest rates, greater competition with and for distribution channels, and significant demographic shifts. All three of these areas create challenges that insurers must address to maintain or improve their market position. Many life insurance carriers are also contending with legacy systems that limit...
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January 8, 2021
With 2020 in the rearview mirror, we are starting to look ahead and set some personal and professional goals for the new year. In December, I hosted the ninth Virtual Meeting of the Novarica Women’s Network on building an actionable personal development plan. Our panelists, WCF CIO Debi Mofford, Glatfelter Insurance CIO and VP Larissa Tosch, and Novarica VP Deb Zawisza shared their best...
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November 16, 2020
As we embark on month nine of the COVID-19 pandemic, it is becoming harder to remember what work and life were like before we all started staying home. Looking at this experience from a “glass half full” perspective, there have been some bright spots. We learned new ways to connect with family and friends across the country and the globe thanks to technology. We appreciate these...
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