Lockton Re’s Post

Join our webinar event next week to find out more about Global Treatment and how this could help your clients and their children. #aviva #protection #advisers #adviser #mortgagebrokers #mortgagebroker #lifeinsurance #criticalillness #criticalillnesscover #incomeprotection #addedvalue

Are Portfolio Managers Measuring Up? Join Jon Gaspar, CFA, CIPM on Feb. 29th to learn more about new IT offerings available to assist performance teams with determining behavioral trends and quantifying actions of their portfolio managers. Join us: https://lnkd.in/g4aawBGi Our LinkedIn network can save 15% on the ticket price. Just enter coupon code LN15 at checkout! Aside from networking with peers, gaining valuable insights from discussions that you can take back to your firm, and checking out valuable solutions from our sponsors, eligible participants can earn up to 7.5 CPE credits. #FTFEvents #FTFPMCR #performancemeasurement #clientreporting

Advisr Awards 2023 - FAST STARTER Start building your industry recognition. Winning awards is a great way to get noticed far and wide. Making a name for yourself and trying new things? Nominate for the Advisr Awards Fast Starter 2023 and start building your industry recognition. We're looking for brokers who are just getting started online and bringing great energy and creativity to how they communicate with an online audience. Check out the Winner's Checklist to see what you can do to catch the eye of our judges. Nominate yourself or nominate a colleague today. https://buff.ly/3tQTGm5 #AdvisrAwards #InsuranceAwards #CustomerCentric #InsuranceMarketing #CustomerReviews

Congratulations to Aviva Broker UK who were named Bravo Business Partner of the Year at the Bravo Conference a couple of weeks ago. Michael Yabantu, Director – Mid-Market, who was also our keynote speaker at the event, had this to say. Members, if you'd like to find out more about how working with Bravo and Aviva could help accelerate your business growth, please speak to your BDM. If you're not a Bravo member and you'd like to find out more about how our strong industry relationships could help to boost your trading ambitions, please speak to Simon Bailey. #bravoconference24 #GrowProtectSupport

In a compelling presentation by Kevin Lewis, hailing from Birmingham, Alabama, we delved into the profound metaphor of tomatoes on a vine – a symbol of growth and adaptation. 🍅 Just like these tomatoes, our journey to success depends on continuous learning and evolution. 📚 Kevin Lewis underscored the pivotal role of knowledge in our pursuit of success and introduced a game-changing concept: Indexed Universal Life Insurance (IULs). He described it as your personal pension account, offering a straightforward pathway to tax-free retirement income. Ready to embrace growth, adaptability, and secure your financial future? Watch Kevin's enlightening talk now and take your first step towards a brighter professional journey! 💼 . . . . #TheAlliance #FinancialWisdom #ContinuousLearning #SecureYourFuture

We discussed a wide range of highly relevant topics at our practical workshops in London earlier this week- key points: - Hiring practices: Navigating privacy rules when undertaking comprehensive background checks of candidates; legal/compliance considerations when providing references for former employees - Challenges in EMIR Refit implementation (expanded transaction reporting requirements, report standardisation,... ): reminder to build in sufficient time for pre-go-live testing where major changes to reporting frameworks are made - Governance: Fund board effectiveness, succession planning, shadow boards, how a fund manager can get the most out of their board, important reminder: governance goes beyond ticking compliance boxes! - Trade errors and insurance: Key considerations for managers negotiating contractual arrangements, key questions for investors to ask in due diligence to assess coverage. The last topic also featured in the SBAI's recent publication: Trade Errors, Omissions, & Breaches - Pursuing Operational Excellence: https://lnkd.in/engt6UFM Looking forward to the next workshop today on "Winning and Keeping Institutional Mandates".

Can you prioritise sustainability while driving financial growth in a business? A few weeks ago, I spoke about B Corp, ESG and Huel at the Capsule Insurance B Corp 30 event. This short clip includes my thoughts ... #sustainability #ESG #BCorp #Huel

Congratulations to Alex Roig, Senior Partner and Wealth Advisor, for being named this month's Market Maker by ONESCO! The award recognizes top producers for individuals and agencies. #familyfinancialpartners #financialadvisor #financialplanning #lexingtonky #wealthadvisor

This week Andrew Lich, CFP, CLU, CHFC, CASL, RICP, Matthew Banderman, CLF®, and Dave Russell attended the Wealth Management Symposium in Milwaukee at Home Office which they qualified to attend! This conference provides opportunities for continued learning and development through sessions and allows time to network with field and home office industry experts! #AlwaysGrowing #NorthwesternMutual #WealthManagement

In 2023, Dropps achieved B Corp certification. But what does that mean, exactly? Let's break it down… B Corp certification is awarded to companies that meet rigorous standards of social and environmental performance, accountability, and transparency. It's like a gold star for businesses committed to making a positive impact on the world. Achieving this certification signifies that Dropps has been recognized for our unwavering dedication to sustainability, ethical practices, and community impact. We're proud to join the ranks of other B Corps and continue towards creating a better, more sustainable future. Want to learn more about what makes Dropps different? Follow us to stay updated on how Dropps is shaping a brighter, greener tomorrow. #BCorpCertified #Dropps #SustainabilityLeaders