Corporate Insight is pleased to introduce the results of our 10th annual Annuity Monitor Awards Report. We benchmark the annuity industry across five crucial categories, awarding gold, silver and bronze Monitor Awards in each based on how firms meet our criteria.
December 2016 – 2016 Monitor Awards
As in past years, the Gold Medal is reserved for offerings that provide an exceptionally valuable service. The Silver Medal goes to features that offer similar value but lack some of the outstanding attributes and functions of the best offerings, and the Bronze Medal is awarded to features that offer an excellent or unique service but do not meet the highest standards for a given category.
This year’s Annuity Monitor Awards Report looks at five categories—Public Site Product Information, Annuity Education Tools, Client Management Capabilities, Advisor Sales and Prospecting Materials, and Advisor Book of Business Offerings—and assigns gold, silver and bronze medals to the top performers in each category. This section provides an overview of each category along with a summary of notable features. For a more detailed look into the results of each category, please see the Detailed Rankings section below.