Firms Seek Client Input

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 […]

Comparing Social Security Benefit Estimators

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 […]

Know What to Expect from Social Security?: Corporate Insight’s Latest White Paper Tackles Benefit Estimators

When it comes to retirement planning, it is of paramount importance that participants, particularly those nearing retirement, have an accurate understanding of their income needs and the income they are on track to have. False confidence, both in terms of underestimating needs and overestimating future income, can be terribly detrimental. As a part of this […]