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Insurance Carriers Adopting E-Applications

One of the common trends we have been seeing is more and more insurance carriers going digital.  Just this week, Celent, a research advisory unit of the management consulting firm Oliver Wyman reported approximately 55 percent of life insurance companies have adopted or are in the process of adopting e-applications for some of their products.   Click to Continue

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Prudential Selling Wealth Management Business

Financial giant Prudential made an announcement earlier this week that they are selling off a small part of their business, the wealth management services unit.  Financial services firm Envestnet will be the purchaser of the wealth management business for amounts close to $33 million.  The main reason for Envestnet’s interest in the wealth management business  Click to Continue

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American Equity Goes Digital

iPipline announced today that American Equity Investment Life Insurance Co. has selected to aggregate and distribute annuity product information through their Content Partner platform.  According to James Jones, SVP, Annuity New Business for American Equity, “Making our forms available on iPipeline’s platform is another way that American Equity can provide a high level of service.   Click to Continue

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SEC Allowing Social Media

The Securities and Exchange Commission made an announcement Tuesday that they will now allow public companies to use social media in place of more formal websites for announcements.  According to an article written by Marcy Gordon “An SEC rule requires that all investors receive significant company information at the same time.  By allowing businesses to  Click to Continue

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Forethought Goes Digital

Earlier today, Forethought Financial Group released a statement that they will be teaming up with Aplifi, and moving towards electronic annuity applications.  Aplifi is a leading technology provider that focuses on life insurance and financial services markets.  According to Forethought, “putting our annuity products on the AFFIRM platform through Aplifi, was a key step in  Click to Continue

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By the T-R-E-E, Savers Still Get a B

The more things change the more they remain the same or so it seems. One glaring fact is that for as far as I remember, Mutual Fund Investors, Indexed Annuity Savers and other investors have abysmally underperformed the market or their benchmark regardless of whether the market is up or down. For the last 10  Click to Continue

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Insurance Carriers Going Digital!

One of the common trends we have been seeing is more and more insurance carriers going digital.  Just this week, Guardian made an announcement that they have enhanced their AnytimeMobile App, which will allow members to view, email, or even print member identification cards directly from your smartphone.  Columbus Life Insurance Company just recently introduced  Click to Continue

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Annuity Carriers Implement the Electronic Application

“E-Apps” are being implemented into everyday routine for the Financial Advisor.  Insurance carriers are eliminating the need to print applications prior to client meeting by providing mobile electronic applications process to quickly enter and submit applications online.  Applications will also allow provide tablet-based e-signature capabilities.  Carriers can now expect an increase of applications in good  Click to Continue

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