Adviser-Focused Web Sites Improving

Post on February 15, 2011


Despite a lack of major upgrades to adviser-oriented Web sites, a recent report found overall improvements to online tools regarding annuities offered by financial services firms.

The Web site audit was compiled into a report by Corporate Insight called the “Annuity Monitor.” The audit scored Web sites in six fields (with the level of improvement represented as an average percentage increase from the 2010 to 2011 audit):

  • Adviser sales resources, 18%
  • Adviser product information & marketing, 13%
  • Adviser services, 6%
  • Adviser Web site design & usability, 4%
  • Adviser sales tools, 3%
  • Adviser literature order system, 0%


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