May 04, 2017

Industry Perspective on DOL Fiduciary Rule Impact

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 […]

April 10, 2017

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

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 […]

March 08, 2017

Fee-Based Annuities Lead 2017 Product Launches

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 […]

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 […]