Articles

2019 Tax Time Overview: Personal Investing & Retirement

By Chris Greenwald We are pleased to share with you the 2019 Tax Time Overview: Personal Investing & Retirement report. For this report, our team focused on the following topics: Key Takeaways IRA Marketing Tax […]

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Competiscan Primary Research Insights: Long Term Care

By Jason Schwartz In March 2019, Competiscan conducted a survey with our consumer and advisor panelists addressing Long Term Care. The following report outlines consumer and advisor sentiment around Stand-Alone Long Term Care and Life […]

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New Offerings from Square

By Stacey Siejka Our team wanted to share some recent new offerings from Square. In January, Square introduced the Square Card which gives business owners instant access to their Square balance without having to deposit […]

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International Women’s Day Topical Report

By Sarah Schwerdt We are pleased to share with you the March 2019 International Women’s Day Topical Report. For this report, our team reviewed marketing materials focused on International Women’s Day within the following sectors: […]

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H2 2018 Accelerated Underwriting Overview

By John Torphy We are pleased to share the H2 2018 version of our Accelerated Underwriting Overview Report. This presentation provides a quick summary of a selection of recent Accelerated Underwriting programs and notable communications […]

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Q4 2018 Prescription Overview

By Lindsay Clark We are pleased to share the Q4 2018 installment of our Prescription Overview report. This report includes sections devoted to the following topics: Retail Pharmacy Communications Insurance Industry Communications All content within […]

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Q4 2018 Vision Insurance Overview

By John Greenwalt We are pleased to share with you the Q4 2018 installment of our Vision Insurance Overview trend report. This report includes sections devoted to each of the following topics: Producer Communications Consumer […]

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Q4 2018 Canada P&C Overview

By Kristin Brownsword We are pleased to share the Q4 2018 edition of our Canada P&C Overview report. The report highlights content from some of the key players in the market and includes the following […]

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