The 2012 Annuity Gold Monitor Award Winners by Corporate Insight
12
2012 GOLD MONITOR WINNERS SERIES ANNUITIES
-
Upload
corporate-insight -
Category
Economy & Finance
-
view
314 -
download
0
Transcript of The 2012 Annuity Gold Monitor Award Winners by Corporate Insight
2012 GOLD MONITOR WINNERS SERIES
ANNUITIES
CATEGORY OVERVIEW
1. Public Homepage & Navigation
2. Public Education Resources
3. Public Product Information Offerings
4. Client Transaction Capabilities
5. Client Account Information
6. Client Statements
7. Advisor Tools and Calculators
8. Advisor Sales Materials
9. Advisor Illustration Systems
PUBLIC HOMEPAGE & NAVIGATION
Transamerica earned Gold for offering a homepage with a strong navigation structure, multiple quicklinks, a modern design and promotional imagery.
PUBLIC EDUCATION RESOURCES
Fidelity offers multiple annuity-specific and retirement focused calculators along with several annuity education videos, product comparison charts and factsheets. The result: a Gold Monitor award.
PUBLIC PRODUCT INFORMATION OFFERINGS
Transamerica received
top billing by providing product information pages that include account opening details, surrender charges and fee information.
CLIENT TRANSACTION CAPABILITIES
Jackson National and MetLife received Gold for providing the most extensive selection of private site transaction capabilities including .
CLIENT ACCOUNT INFORMATION
MetLife and TIAA CREF earned Gold by offering clients comprehensive account data and an organized account information display on the private site.
CLIENT STATEMENTS
Jackson National and Transamerica’s client statements received Gold due to the level of account information detail provided and the organized layout and design of the document.
ADVISOR TOOLS AND CALCULATORS
Lincoln Financial and
Pacific Life both received Gold for the overall quantity and quality of advisor tools and calculators they offer, including the Variable Annuity Visualizer and the Nautilus Tool, respectively.
ADVISOR SALES MATERIALS
Allianz Life is awarded the Gold due to its strong library of advisor site materials focusing on retirement and annuities. Sales kits, prospecting materials and brochures are all offered online.
ADVISOR ILLUSTRATION SYSTEMS
AXA Equitable and Jackson National lead the way with their easy-to-use and highly detailed advisor illustration systems.
Connect with Us
Corporate Insight Blog
Follow Us @CInsight
Follow Us on LinkedIn
Like Us on Facebook
CI Presentations on SlideShare
Contact Us
Ben PoustyMarketing Manager212-832-2002 [email protected]
Ian LundahlSenior Analyst, Annuity & Life Insurance Monitors212-832-2002 [email protected]
