April 15, 2019

Newest Product Releases in Life Insurance & Annuities: Q1 2019

In this free slide deck, we examine new product releases from annuity carriers and life insurers covered in Corporate Insight’s Annuity Monitor and Life Insurance Monitor research services. These include new releases from Lincoln Financial, Nationwide and Prudential. We provide a rundown of all new products released in the first quarter of 2019 and highlight […]

March 27, 2019

2018 Plan Sponsor Site Enhancements

Throughout 2018, Retirement Plan Monitor – Institutional coverage set firms improved site features and unveiled new capabilities and resources. Three prominent trends embody most of the changes that recordkeepers made to sponsor sites: the modernization of user interfaces, an increased focus on mobile capabilities and the continued development of plan health resources. In addition, multiple […]

March 12, 2019

February 2019 Trends & Highlights: Updates to Products, Services and Mobile Apps, New Microsite and Public Site Revamp

Updates to Product and Services – Nine firms across monitors performed updates to their products and services in February. Some firms made small revisions, such as the Pacific Life Pacific Choice annuity product’s new availability in California and Bank of America’s introduction of new Zelle platform transfer limits. Others made larger changes to the benefits […]

February 06, 2019

January 2019 Trends & Highlights: New Public Site Pages, Products, Fund Comparison Tool and Acquisition

TRENDING  New Public Site Pages – Firms across our coverage groups introduced a total of 25 new pages in the month of January. Of those 25 pages, 13 promoted new or existing products or services, and six aimed to educate users on topics such as market trends and tax preparation. Meanwhile, three firms introduced new […]

January 28, 2019

Recent P&C Mobile Trends, Highlights & Innovations

P&C firms devoted significant time and effort to improving their mobile apps in 2018. The space was an area of intense competition: several coverage group firms released new tools and features, while five—Amica, Chubb, Liberty Mutual, Nationwide and State Farm—launched brand-new apps, often with drastic structural changes.   Amica introduced a new app in September […]

January 14, 2019

December 2018 Trends & Highlights: New Private Site Capabilities, Market Outlook Resources, Rebranding and Private Site Revamp

TRENDING  New Private Site Capabilities – Seven firms across our coverage groups introduced new capabilities to their private sites in the past month. Hartford Funds added a My Favorites feature, which allows financial advisors to save funds and resources to a central location as well as access their profile, order history, cart and subscription center. […]

December 11, 2018

November 2018 Trends & Highlights: Navigational Changes, Mobile Updates, New App and Public Site Revamp

TRENDING Navigational Changes –In November, 15 firms across six monitor coverage groups updated aspects of their navigational organization. Many firms reorganized or consolidated existing content. American Century now categorizes the commentaries in its Insight flyout menu by asset type and key topics instead of by intended audience. American Express now separates Benefits and Rewards into […]

November 20, 2018

Better Safe Than Sorry: Annuity Firms Ramp Up Login and Security Features

Recent technological advances coupled with breaches and fraud scares have driven financial services firms to improve their login and security processes. Annuity firms, ever trailing industry leaders, are finally catching up. Login overhauls and bolstered security lead to more findable login pages and greater use of two-factor authentication. Account protection is a top priority, but […]