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Activism

By Phil Stuczynski on Oct 25, 2024 11:00:00 AM

We have entered a world where stakeholder capitalism is on full display, and it should be no wonder when investors call for investments in a social cause. Whether through the lens of ESG, sustainability, or green-specific investments, there has been an increase in understanding and demand. However, it is important to consider not just the investment but also the investor and their needs. After all, with the rise of social media, a company could find themselves in the middle of a culture war in no time and could be trending online with millions of impressions in mere minutes! If this could have a statistical significance on stock price, it is important to consider the risk companies pose when they speak out!

Topics: Financial Planning Investing Centers of Excellence
2 min read

New LIMRA Study Reveals Creating Income Is Top Motive for Annuity Buyers

By LIMRA on May 15, 2023 11:30:00 AM

The decision to buy an annuity or not can be a complex one. Understanding the factors that influence an investor’s decision to buy can help carriers design and market products and guide financial professionals’ approaches when speaking to their clients.

Topics: Life Insurance & Annuities Research/Trends Investing LIMRA

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