More Firms Join the Trend to Solicit Feedback

As consumers grow more accustomed to the ability to rate and comment on the businesses they patronize, it’s important that firms keep pace with their clients’ expectations and needs. One way to do this is to ask for direct feedback on firm’s offerings and for suggestions for improvement. A wave of life insurance and annuity […]

Staying Ahead of the Curve with Financial Time Travel

Despite the obvious convenience of all-in-one cards, most providers have struggled to move from concept to delivery. Many found mass production of concept cards too difficult a problem to solve, while others encountered new problems, such as increasing the chance of charging purchases to the wrong card, unique to all-in-one cards. Easing these pain points […]

The Benefits of Running a Marathon: Health, Longevity and Cheaper Life Insurance

Participating in a triathlon, reaching that eight-minute mile time and passing the one-year mark living a vegan lifestyle are all fitness goals that take dedication, time and commitment to health. Health IQ provides less expensive term life insurance for health-focused and athletic people who reach these types of goals. The company bases its practice on […]

July 2017 Trends & Highlights: Private Site Redesigns, Fed Rate Commentary and DOL Compliance Resources

TRENDING New Promotions and Card Offer Changes from Seven Firms Clients get their setup fee waived when they convert an existing Uni-K, solo-k or individual 401(k) to a Merrill Edge Individual 401(k) by September 30. American Express changed the introductory spend offers on nine cards, while Chase lowered the initial spend offer for its Southwest […]