Joan Kagan

Joan is an Analyst for Annuity Monitor and Life Insurance Monitor at Corporate Insight.

Email: jkagan@corporateinsight.com

Author's Posts

Industry Perspective on DOL Fiduciary Rule Impact

May 04, 2017 by
Last week, Corporate Insight attended the LIMRA Retirement Conference. The tenor of this year’s conference was strongly affected by the uncertainty surrounding the DOL fiduciary rule, although most firms already have plans underway for meeting the new standards. As one speaker remarked, DOL stands for “Document or Litigate.” The need for firms to adjust compliance […]

2016 Gold Monitor Awards Winners: Life Insurance

January 26, 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 […]

Annuity Monitor Awards: USAA and TIAA Offer Exceptional Education Tools

January 18, 2017 by
Annuity education tools enhance firms’ public sites by recommending annuities targeted to prospects’ needs. In response to a general lack of clarity around annuity products, it is exceptional to provide tools that address how annuity products can address prospects’ specific needs. While Annuity Monitor has previously taken into account the provision of any retirement-related tools, […]

2016 Gold Monitor Awards Winners: Annuities

January 18, 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 […]

Annuity and Life Insurance Product Update – Q2 2016

August 01, 2016 by
This quarterly slide deck examines new product releases from annuity carriers and life insurers covered in our Annuity Monitor and Life Insurance Monitor research services. To view past updates, check out the archive.Inside, we provide a rundown of the new products introduced on the firms’ websites in the first quarter of 2016 and highlight their key features.

John Hancock Vitality Continues to Innovate with Introduction of Vitality HealthyFood to Improve Health of Clients and Their Wallets

April 14, 2016 by
Since the initial launch of John Hancock Vitality, John Hancock has continued to innovate and improve its offerings. With the launch of its HealthyFood initiative, which rewards clients for following nutritious diets, John Hancock Vitality now addresses smoking, lack of exercise and poor nutrition, the three major factors impeding longevity. Corporate Insight had the privilege […]

Slide Deck: Annuity and Life Insurance Product Update – Q1 2016

April 13, 2016 by
This quarterly slide deck examines new product releases from annuity carriers and life insurers covered in our Annuity Monitor and Life Insurance Monitor research services. To view past updates, check out the archive. Inside, we provide a rundown of the new products introduced on the firms’ websites in the first quarter of 2016 and highlight their key […]

LIMRA Exhibitors Look to Future of Life Insurance

April 12, 2016 by
Corporate Insight attended the LIMRA Life Insurance Conference last week, the theme of which was Looking Long Term. Exhibitors were certainly looking to the future of life insurance, which we expect to encapsulate a more holistic underwriting process and increased customer engagement. Most notably, we heard Pacific Life’s insights into trends affecting life insurance ownership; […]

Do Insurers Recognize the Importance of Women’s Market?

March 22, 2016 by
Women represent a large—and continually growing—segment of the U.S. economy. On average, women are underinsured and also possess a smaller amount of life insurance coverage than men. In honor of Women’s History Month, Life Insurance Monitor tracked how the topic was addressed by the 14 firms in our coverage group. So far, only a few […]

Slide Deck: Annuity and Life Insurance Product Update – Q4 2015

January 11, 2016 by
This quarterly slide deck examines new product releases from annuity carriers and life insurers covered in our Annuity Monitor and Life Insurance Monitor research services. To view past updates, check out the archive. Inside, we provide a rundown of the new products introduced on the firms’ websites in the fourth quarter of 2015 and highlight their key […]