Megan Rafferty

Megan is a Research Associate for Annuity Monitor and Life Insurance Monitor at Corporate Insight.


Author's Posts

How Prudential Makes Long-Term Planning Tool More Compelling with Customization

April 10, 2017 by
Prudential’s recently launched Your Life. Visualized. tool supports financial planning with a unique level of personalization. After prospects enter information about their families, financial statuses and long-term plans, the tool generates a personalized timeline that estimates the costs of future life events. For prospects focused on day-to-day expenditures, long-term planning seems abstract, making it difficult […]

Firms Seek Client Input

March 24, 2017 by
As firms develop new capabilities, helping them modify features to meet client needs, feedback is a valuable tool. USAA recently launched a USAA Labs microsite, describing it in an article as a way for clients to participate as the firm innovates, similar to focus groups. The new microsite shares elements of Liberty Mutual’s private site […]

Fee-Based Annuities Lead 2017 Product Launches

March 08, 2017 by
New fee-based annuities have been released in rapid succession by four of Corporate Insight’s Annuity Monitor firms in the first two months of the year. After not offering any new products in the fourth quarter of 2016, firms in our coverage group have launched nine new annuity products so far in 2017. Of these, five […]

Next-Gen Life Insurers Offer Simple Online Purchasing

February 13, 2017 by
Purchasing life insurance has traditionally required a lengthy underwriting period, but a new generation of firms is changing the face of life insurance with streamlined, customer-friendly application processes. In January, Ladder joined sites like Haven Life and ValoraLife in offering the ability to purchase fully underwritten policies entirely online, as well as a public site […]

Annuity and Life Insurance Product Update – Q3 & Q4 2016

January 24, 2017 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.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.

Insurers Weigh in on Trump: Life Insurance Firms Respond to Election Outcome, Look Ahead

January 04, 2017 by
Life insurance firms benefit from educating clients and advisors when international events or political changes affect the markets and their products, and many firms in Corporate Insight’s Life Insurance Monitor coverage group actively sought to reassure clients immediately after the 2016 U.S. presidential election. The financial industry responded with intense interest, with consumers and professionals […]

Animated Illustrations Engage Prospects in Prudential’s Interactive Life Insurance Video

November 15, 2016 by
Animated illustrations can improve life insurance-related resources and engage new prospects. Prudential and Transamerica provide animated tools.

Firms Celebrate Life Insurance Awareness Month

October 03, 2016 by
The 13th annual observance of Life Insurance Awareness Month (LIAM), an industry-wide initiative to educate consumers about the importance of life insurance, offered an opportunity for new publications and outreach. While industry firms could take advantage of premade videos and social media content from Life Happens, the month’s sponsoring nonprofit organization, and 2016 spokesperson Danica […]

Annuity Monitor Introduces USAA

September 20, 2016 by
In the newest addition to our Annuity Monitor coverage group, Corporate Insight welcomes USAA, which provides banking, credit cards, insurance and annuities to about 11.4 million members. While USAA’s annuity products are available for any prospect, the firm’s historic dedication to serving members of the U.S. military is reflected in its online strength: online services […]

ValoraLife Introduction Shows MassMutual Values Latino Market

July 18, 2016 by
Backed by MassMutual, ValoraLife aims to sell term life insurance online to the nation’s growing Latino population, starting with the nine million Texans of Latin American origins, the majority of whom lack life insurance.