Annuity Monitor

Annuity Monitor focuses on the online and offline user experience 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 19 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
  • Voya

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 easily be 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.

Drew Maresca

Director of Research – Insurance and Retirement Drew Maresca is the Director of Research responsible for the insurance and retirement plan teams at Corporate Insight. He has worked on Retirement Plan Monitor, Mutual Fund Monitor and Mutual Fund – Advisor Monitor. Drew joined Corporate Insight in 2008. His research and commentary has been featured in a number of prominent media publications including Kiplinger's, PLANSPONSOR and MarketWatch. He helped develop and launch Retirement Plan Monitor and was featured at a breakout session at the SPARK national conference in 2013.
  • Senior Research Associate: Megan Rafferty
  • Senior Research Associate: Justin Suter