December 2019 – Monitor Awards

Welcome to the 13th annual Annuity Monitor Awards Report, which highlights the best digital annuity tools and features offered by firms in six key areas: Retirement Education Resources, Retirement Saving Calculators, Account Owner Document Centers, Account Owner Self-Service Capabilities, Advisor Search and Book of Business. The selected categories cover public, account owner and advisor site features, including the capabilities that most affect the customer experience. We provide examples of the best in class for each of the features covered and explain why we consider the awarded firms to be industry leaders. We distribute awards in gold, silver and bronze based on the quality of exceptional features and tools.

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