January 16, 2018

Annuity and Life Insurance Product Update – Q4 2017

This 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 fourth quarter of 2017 and highlight their key features. If you are unable to access […]

January 11, 2018

2017 Gold Monitor Awards Winners: Annuities

We are excited to announce the release of Corporate Insight’s 2017 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. Throughout January, we will be releasing a series of slide decks highlighting gold-medal-winning firms in each of our financial […]

January 09, 2018

Annuity Monitor Awards: Nationwide, Voya and Principal Lead Pre-Login Advisor Information

Access to advisor-focused information about annuities has traditionally required login to secure sites, but firms increasingly choose to provide some annuity details publicly for advisors. Following significant growth in the past three years, 13 out of the 19 firms in the Annuity Monitor coverage group now provide advisor-focused materials without requiring an account. The breadth […]

December 11, 2017

Trending in 2017: Life Insurance Sales Move Online

As 2017 comes to an end, we’re looking back at some of the year’s financial industry trends. This post is part of a series examining notable patterns and highlights. Life insurance firms have offered online guaranteed issue policy applications for years but only recently began allowing online applications for underwritten policies. With premiums based on […]

November 14, 2017

Haven Life Launches Facebook Messenger Chatbot Quote Tool

In a study released in April 2017, the market research firm Celent profiled the modern online insurance consumer, concluding that a substantial subset (29%) would prefer to interact with insurers through digital channels such as a mobile app, website, social media platform or chatbot. Other intriguing survey findings include that 78% of social media users […]

November 08, 2017

John Hancock Vitality Combines Rewards with Education

John Hancock’s Vitality program combines education and rewards to encourage clients to eat fruits and vegetables and exercise regularly. The program rewards clients for purchasing healthy foods and recently made headlines for expanding its Apple Watch discount offer to every client, promoting the expansion as motivation for clients to exercise more and earn lower watch […]

October 31, 2017

John Hancock Vitality Program Celebrates Halloween

The John Hancock Vitality program offers premium discounts for healthy activities and generates significantly more client engagement than traditional life insurance policies, with clients interacting with the firm an average of 22 times each month. This frequent contact lets John Hancock connect with clients not only about topics directly related to life insurance—such as new […]