How Technology Is Bringing Annuities Into Clients’ Portfolios
James Miller, Contributing Editor & Research Analyst, Wealth Solutions Report Insurance Innovator CEO Discusses Technology As A Driver Of Annuities Evolution And Integration Of Annuities Into Wealth Management As WSR recently covered, insurance and wealth management are converging in a trend likely to gain momentum as it progresses. Technological advancements, client expectations and product innovations...
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How Technology Is Bringing Annuities Into Clients’ Portfolios
James Miller, Contributing Editor & Research Analyst, Wealth Solutions Report Insurance Innovator CEO Discusses Technology As A Driver Of Annuities Evolution And Integration Of Annuities Into Wealth Management As WSR recently covered, insurance and wealth management are converging in a trend likely to gain momentum as it progresses. Technological advancements, client expectations and product innovations...
Coherent Demo Slides_Ameritas 6.1.23
Slides presented prior to demo with Matt Gaines and Dave Voelker.
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Link to Gong recording of Coherent Spark demo to Matt Gaines & Dave Voelker. Interesting opportunities to explore regarding reconciliation challenges, RMD calcs, and potential value for new RPA initiatives within Ameritas.
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There is more than one path toward modernization, and one way is to approach legacy system modernization in more digestible steps, but steps that also provide quickly realized benefits without having to undertake the full project from the start.
Coherent Demo : Pac Life
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Only 28% of businesses with less than 10 employees offer retirement plans, and only 51% of businesses with 10-24 employees offer them. New research from Capital Group found that many business owners may not be offering a plan due to misperceptions around cost and company size requirements, something SECURE 2.0 is in part intended to address. While over two-thirds of small business owners (73%) without a plan said they were ‘highly likely’ to offer one in the next two years, only but only 49% have taken steps to do it.
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Legacy Modernization with Cognizant and Coherent
Onboarding Series – 4/4 – Testing Center
Learn more about testing at scale using the Testing Center
Onboarding Series – 3/4 – API Tester
Learn how to test your model and API
Onboarding Series – 2/4 – Tagging and Uploading your model
Learn how to tag and upload your model
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Suggested Content
James Miller, Contributing Editor & Research Analyst, Wealth Solutions Report Insurance Innovator CEO Discusses Technology As A Driver Of Annuities Evolution And Integration Of Annuities Into Wealth Management As WSR recently covered, insurance and wealth management are converging in a trend likely to gain momentum as it progresses. Technological advancements, client expectations and product innovations...
Slides presented prior to demo with Matt Gaines and Dave Voelker.
Link to Gong recording of Coherent Spark demo to Matt Gaines & Dave Voelker. Interesting opportunities to explore regarding reconciliation challenges, RMD calcs, and potential value for new RPA initiatives within Ameritas.
There is more than one path toward modernization, and one way is to approach legacy system modernization in more digestible steps, but steps that also provide quickly realized benefits without having to undertake the full project from the start.
Only 28% of businesses with less than 10 employees offer retirement plans, and only 51% of businesses with 10-24 employees offer them. New research from Capital Group found that many business owners may not be offering a plan due to misperceptions around cost and company size requirements, something SECURE 2.0 is in part intended to address. While over two-thirds of small business owners (73%) without a plan said they were ‘highly likely’ to offer one in the next two years, only but only 49% have taken steps to do it.
Legacy Modernization with Cognizant and Coherent
Learn more about testing at scale using the Testing Center
Learn how to tag and upload your model