Author's Posts

Keeping Life Insurance Clients Safe Online [Slide Deck]

May 28, 2013 by
The report reviews the client login process offered by 12 leading life insurers. The slide deck offers a look at key findings from the report, highlights login security best practices from industry leading firms and offer recommendations for improving your firm’s login security.

Online Retirement Education Study: Examining Digital Planning Resources

April 24, 2013 by
The Online Retirement Education: Examining Digital Planning Resources study looks at the new, engaging practices retirement plan providers and annuity carriers are using to educate consumers and clients online. The study highlights a variety of digital resources being used by leading firms including video, interactive gaming, social media, podcasts and more.

2012 Gold Monitor Award Winners Series: Life Insurance

February 25, 2013 by
The Life Insurance Monitor Awards recognize leading life insurance issuers for excellence in the online user experience they offer their prospects, clients, and advisors. Life Insurance Monitor Awards are given out across seven categories including:

2012 Gold Monitor Award Winners Series: Annuities

February 12, 2013 by
The Annuity Monitor Awards recognize leading annuity issuers for excellence in the online user experience they offer their prospects, clients and advisors. Annuity Monitor Awards are given out across nine categories including:

Advisor Illustration Tools Guide

September 20, 2012 by
Corporate Insight's Advisor Illustration Tools Guide focuses on one of the most popular and widely used online advisor resources. The guide examines the advisor illustration tools offered by leading annuity issuers and provides a broad look at the competitive landscape. For firms looking to improve their offerings, the guide also offers best practice recommendations.

Financial Services Firms Go For Gold with Olympic Advertisements

August 06, 2012 by
Many of us have spent the last week glued to our television sets, holding a suspenseful gaze as we admire the athletes of the 2012 Olympic Games in London. Beyond the impressive athletic feats and sense of national pride that the Olympic Games inspire in viewers, they also present a key advertising opportunity for sponsors. […]

2012 LIMRA Marketing and Research Conference Recap

June 05, 2012 by
The Paris Hotel in Las Vegas, Nevada was the site of last week’s 2012 LIMRA “Winning Connections” Marketing & Research conference. Several issues were in focus, including the utilization of mobile devices, digital media marketing and consumer perception of retirement and in the financial marketplace. Conference participants were encouraged to tweet during sessions, evidence of […]

Recap – 2012 LOMA Life Insurance and LIMRA Retirement Conferences

May 02, 2012 by
Last week, we attended the LOMA Life Insurance and LIMRA Retirement Conferences down in sunny Orlando, Florida. Many industry leaders were present for discussions that ranged from current life insurance and annuity trends to the overall state of the retirement landscape. Bob Kerzner, CEO of LIMRA/LOMA delivered the opening remarks for the Life Insurance Conference and highlighted several key […]

Online Annuity Marketing Best Practices – Free Guide

April 25, 2012 by
Corporate Insight’s new Online Annuity Marketing Best Practices Guide takes a look at how leading annuity issuers are promoting their products and services online and offers recommendations on how you can apply these lessons to your own marketing strategy. The guide features: Key findings and best practices from our latest Annuity Monitor research on the […]