Annuity Monitor

Annuity Monitor focuses on the online and offline user experience that leading annuity issuers offer prospects, clients and advisors. Using actual annuity contracts and authentic advisor website access, our subscription research service goes beyond the public website to give you a unique, first-hand look at the online resources, account documents and sales materials competitors provide to their clients and financial advisors.

Tracks 18 Leading Annuity Carriers

  • Allianz Life
  • Athene
  • AXA
  • Brighthouse Financial
  • Fidelity
  • Guardian Life
  • Jackson National
  • Lincoln Financial
  • MassMutual
  • Nationwide
  • New York Life
  • Pacific Life
  • Principal
  • Prudential
  • TIAA
  • Transamerica
  • USAA
  • Vanguard

Monthly Research Reports – In-depth reports that focus on key aspects of the online prospect, client and advisor user experience, account documents, annuity industry trends and more. Reports include:

  • Detailed reviews of each Annuity Monitor firm
  • Key findings and best practice analysis to help improve your company’s offerings
  • Handy matrix summarizing your competitors’ offerings

Bi-Weekly Updates – Comprehensive review of changes and additions to competitor public, client and advisor sites with an emphasis on:

  • Website design and usability
  • Online product and education resources
  • Client account information and transaction capabilities
  • Advisor sales resources

Monthly Research Report Summary Slide Decks – Key summary findings, best practices from industry leaders and recommendations from each report condensed into a convenient slide deck that can be easily shared with colleagues.

Client & Advisor Website Videos – Go behind-the-login and take a first-hand look at the online resources being offered to clients and advisors by your competitors.

Client & Advisor Collateral Materials – All materials and communications that we receive are available for subscribers to view or download online. This includes account statements, newsletters, marketing pieces, disclosure documents and email communications.

Competitor Summary Matrices – Breakdown of the key client and advisor website features offered by all Annuity Monitor firms. A matrix comparing fees across the Annuity Monitor firms is also included.

Analyst Support – Personalized research support from our experienced Annuity Monitor team.

Andrew Way

Director of Research, Retirement, Annuities and Life Insurance Andrew Way is the Director of Research for Corporate Insight's Retirement Plan Monitor, Retirement Plan Monitor – Institutional, Annuity Monitor, and Life Insurance Insurance Monitor research services. He has conducted extensive research on the retirement, brokerage and insurance industries during his time at Corporate Insight, examining the online platforms and technological innovations that leading firms offer clients, prospects and financial professionals. He has been quoted in numerous financial and retirement publications, including PLANSPONSOR, 401k Wire, Fund Action, Money Management Intelligence and Ignites. Andrew graduated from Binghamton University in 2010 and has been a member of the Corporate Insight team since January of 2011.
  • Analyst: Megan Rafferty
  • Analyst: Colleen McGarry
  • Senior Research Associate: Patrick Flood