Illustration tools, which enable financial professionals to create analytical reports focusing on hypothetical and historical product performance, are the most popular advisor sales resource offered by Annuity Monitor firms. The quantitative analysis and printer-friendly reports provided in these illustrations are particularly effective for backing up an advisor’s sales pitch. In this Annuity Monitor report, we provide detailed reviews of the illustration tools offered by our coverage firms on the advisor website.
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Low-interest rates and less-than-stable market conditions put a large strain on various annuity providers, effecting sales of both variable and fixed annuities. Some providers have thrived despite these difficult market conditions, while others, unfortunately, have scaled back on product guarantees and optional benefits or have exited the industry entirely. Under this backdrop, this Annuity Monitor Report focuses on the marketing tactics used to promote variable annuities by firms on their public websites.
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Sections dedicated to information about “life events” on the public and advisor websites address the opportunities and challenges that individuals face over the course of life. This information illustrates how firms’ various financial products and other practices can help different life events. In this report, we review the life events content and planning resources found on Annuity Monitor firms’ public and advisor sites.
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Optional benefit riders have increased attractiveness of several annuity products in recent years, offering clients with additional guarantees in volatile financial markets. This same volatility has unfortunately handcuffed some firms and forced many to suspend the sales of new riders. In this Annuity Monitor report, we focus on the positioning of optional benefit riders across the public and advisor sites.
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Welcome to our annual Annuity Monitor Awards, where we recognize the best site features across the firms we track. In this report, we evaluate key areas of our firms’ websites, including resources and tools offered for public visitors as well as those available behind the login. We awarded a Corporate Insight “Monitor” (in Gold, Silver or Bronze) to the firms that ranked best in our examination.
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Firm self-promotional materials are key resources for highlighting the financial standing and overall health and attractiveness of financial institutions. This Annuity Monitor report analyzes the quality of information provided on 18 firms’ public websites, and assesses the resources utilized to highlight general company information in order to attract investors.
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