Andrew Way

Drew is a Senior Analyst for Retirement Plan Monitor and Retirement Plan Monitor – Institutional at Corporate Insight.


Author's Posts

Financial Wellness Permeates the PLANSPONSOR National Conference

June 13, 2017 by
Financial wellness was identified by our Retirement Plan Monitor research service as one of the most prominent trends in the digital participant experience since the start of 2016, and was the focus of both the February and March reports. This trend extends far beyond just the digital participant experience however, and was easily among the […]

Comparing Social Security Benefit Estimators

March 23, 2017 by
Social Security benefits are an important consideration in gauging one’s readiness for retirement. Good online calculators offer users vital insight into their own preparedness within the context of their overall financial picture. In our latest white paper, Comparing Social Security Benefit Estimators: What Drives Differentiation?, we explore a wide range of Social Security benefit estimators and […]

2016 Gold Monitor Awards Winners: Retirement

January 25, 2017 by
We are excited to announce the release of Corporate Insight’s 2016 Monitor Awards, our annual reports that recognize firms across our coverage groups for excellence in the digital user experience they offer prospects, clients and advisors. For more information about the awards and trends that we have observed over the last year, please see our news […]

Whitepaper: The Looming Problems with Retirement Planners

June 21, 2016 by
Gauging retirement readiness is among the most talked about topics in the retirement industry today.  Many leading financial firms provide publicly available retirement income projection tools to their website visitors. While all of these tools provide some sort of income projection, they vary in terms of intuitiveness, comprehensiveness and quality of results. In CI’s most […]

2015 Gold Monitor Award Winners: Retirement Plans

February 16, 2016 by
Corporate Insight’s 2015 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus on […]

CI Review: TD Ameritrade’s Revamped Private Education Center

February 20, 2014 by
TD Ameritrade launched a revamped private website Education Center, adding a host of resources to the reorganized section. Highlights of the new Education Center include a points program, virtual badges, a personal progress meter and improved search, filter and navigation features. The firm also added a variety of new educational content across a variety of formats, including videos, online courses, quizzes, live events and articles. TD Ameritrade has stated that it plans to continue to add content to its revamped Education Center over the upcoming months, including up to 200 new videos.

Slide Deck – Social Media Trends: Annuity and Life Insurance

October 15, 2013 by
Over the past decade, social media has drastically altered the landscape of communication, both personally and professionally. Although they weren’t the earliest adopters, many annuity issuers and life insurers are now using social media for their marketing and branding efforts. This slide deck highlights key social media trends across the insurance industry and offer tips for insurers looking to build out and bolster their social presence.

Slide Deck: Annuity and Life Insurance Product Update – Q2 2013

August 08, 2013 by
This presentation is based on research from our quarterly Annuity and Life Insurance Product Update series on the Corporate Insight Blog. The blog articles review the new product releases from the annuity carriers and life insurers we cover in our Annuity Monitor and Life Insurance Monitor research services.

2013 Life Insurance Product Update – Second Quarter

July 18, 2013 by
Since the last installment of our quarterly Life Insurance Product Update, five new products have been introduced to the market by Life Insurance Monitor firms. The new products include one benefit rider, one whole life policy and three universal life insurance policies. Here is a look at the products that have been released or updated over the last quarter:

2013 Annuity Product Update – Second Quarter

July 11, 2013 by
Since the last installment of our quarterly Annuity Product Update, four new products have been introduced to the market by Annuity Monitor firms and two firms have released new annuity investment fund options. Here is a look at the products that were released over the last three months by the annuity issuers we track: