January 18, 2017

Annuity Monitor Awards: USAA and TIAA Offer Exceptional Education Tools

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, […]

January 18, 2017

2016 Gold Monitor Awards Winners: Annuities

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 […]

September 20, 2016

Annuity Monitor Introduces USAA

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 […]

August 01, 2016

Annuity and Life Insurance Product Update – Q2 2016

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.

April 13, 2016

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

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 […]

April 05, 2016

What Is the DOL’s Proposed Fiduciary Rule? Investors Don’t Know but Would Like to Find Out

On February 23, 2015, President Barack Obama called on the Department of Labor to update its rules and requirements to ensure financial advisors put their clients’ best interests above their own. “It’s a very simple principle,” Obama said, “You want to give financial advice, you’ve got to put your client’s interests first.” The DOL released […]

March 30, 2016

TIAA-CREF is now TIAA: Rebranding through a Brand New Website

In early March, TIAA-CREF rebranded to TIAA and launched a completely redesigned TIAA.org public site. What separates TIAA’s redesign from other revamps is that the changes are all tailored to contribute to reconceiving not just the physical website, but the firm’s brand, image and mission. The public site press release announcing the rebranding quotes TIAA’s […]

February 18, 2016

2015 Gold Monitor Award Winners: Annuities

Corporate Insight’s 2015 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus on […]

January 11, 2016

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

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 […]