February Zeldis Buzz: IIABA, FINRA and AXA Studies, QUIRKS, and More

"The capacity to learn is a gift;

The ability to learn is a skill;

The willingness to learn is a choice.

-Brian Herbert

In This Issue

CONSUMERIZATION OF HEALTHCARE

FINRA RESEARCH STUDY

IIABA STUDY

HITRUST CERTIFICATION

AXA: THE VALUE OF THE ADVISOR

QUIRKS EAST

MEET MONIQUE

CONSUMERIZATION OF HEALTH CARE -- BACK BY POPULAR DEMAND!

Prompted by cost shifting and new technology, how are consumers and physicians adapting to changes in their health care? If you missed our free webinar on the Consumerization of Healthcare, you'll have another chance on Monday, February 25 at 1 pm EST. Learn what physicians and consumers think about wearables like Fitbits and Apple Watches, health monitoring devices, patient data sharing, telemedicine and more. Find out how these changes and new means of supply distribution are affecting medical practices, and how generations differ in attitudes about and usage of these new technologies. You'll have plenty of time to present your questions to the Zeldis team.

Watch an overview of our findings HERE

Watch and learn more about Wearable Devices and Telemedicine

FINRA RESEARCH STUDY

Millennials remain substantially under-invested as a generational segment. Why? In an encore webinar presentation, Zeldis Executive Vice President Amy Rey will discuss the findings of a recent study from the FINRA Foundation and CFA Institute, conducted by Zeldis Research. The research explores barriers to investing among millennials and looks at some common misconceptions about millennials as it relates to investing and the financial services

industry.

Watch for your invitation or register HERE

Read more HERE

Watch and learn more HERE

Click HERE to see an example of the Quantitative results and implications from the FINRA and CFA study: Uncertain Futures: 7 Myths About Millennials and Investing.

IIABA STUDY

Where are independent insurance agencies headed? What will they look like in the future? Once again, Future One, a cooperative effort of the IIABA and many independent agency carriers, has released its findings on changes among agencies and agents. Conducted by Zeldis Research, the study examines agency revenue trends, use of technology and marketing by agencies, and carrier relationships, as well as the impact of emerging purchase channels.

Watch the video HERE

Learn more about the study and how to purchase the findings HERE.

HITRUST

Last May, we proudly announced that Zeldis' systems used for safeguarding sensitive information earned the HITRUST Certified status for information security. As Zeldis Managing Partner Doris Kaiser explained, "Meeting the gold standard of the HITRUST CSF validates our company's commitment to protecting our clients' sensitive information."

Watch the video to learn more about achieving the HITRUST CSF Certification status, the processes included, and why our clients can have confidence in this designation.

AXA STUDY: THE VALUE OF THE ADVISOR

Check out our newest client white paper! AXA US recently collaborated with Zeldis Research on "The Value of the Advisor: The impact of advisors on financial outcomes among K-12 educators." AXA and Zeldis conducted a large-scale quantitative survey focused on the enhanced financial, behavioral, and attitudinal outcomes achieved by 403(b) participants who worked with a financial professional.

You can read the full white paper HERE

"AXA" is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY); AXA Advisors; LLC and AXA Distributors, LLC.

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QUIRK'S EAST EVENT

We'll be seeing you at the QUIRK'S East Event in Brooklyn March 5 and 6. As always, it's a great opportunity to catch up on the latest in research trends. And we hope you'll join us there to add some great conversation and fun to your visit. See us at Booth Number 5, where our Balloon Artist will be on hand and you can try your luck at Giant Jinga for prizes. And save 20% on registration when you use our discount code SAVE20. Let Doris or Christine know you'll be coming.

ZELDIS PERSPECTIVES

MEET MONIQUE CORCHADO

Growth - professional and personal - is a key goal for all Zeldis staff members. Meet Monique Corchado, Zeldis Director of Finance & Administration. Over her 12 years at Zeldis, Monique exemplifies this growth trajectory that we encourage and support for all our team members.