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New Trends In Insurance Education |
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Tuesday, 07 May 2013 15:49 |
by: Chris Mcmahon
15 minutes with Ian Lundahl, research manager, insurance, retirement and asset management for Corporate Insight.
INN: What technology trends have you noticed for educating advisors and consumers?
IML: Insurers are dealing with much-more-informed advisors, prospects and customers, so there's a real need for them to deliver accurate and digestible financial education that targets all of those groups.
Video games and interactive quizzes are reaching a much broader consumer base, and gamification is trending in the banking industry, especially abroad.
BBVA Spain released a game app on Facebook that combined financial education with giveaways, and within two months the bank drew more than 37,000 new users.
In the United States, insurers are releasing games focusing on life insurance education, most notably AXA Equitable's "Pass It On!" A player travels cross country facing financial choices, managing expenses and making decisions about life insurance.
In Allstate's "Life's Unpredictable" game, users dodge obstacles and collect tokens to use at a virtual Allstate office. And Northwestern Mutual's "9-Hole Challenge" quiz uses a golf theme to quiz participants on insurance and retirement concepts.
Gamification is a trend worth watching in financial services; it speaks to brand recognition and marketing.
Click here to read the full article... |
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Video, Social Media Popular Educational Tools: Corporate Insight |
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Tuesday, 07 May 2013 15:45 |
by: Danielle Andrus
As longer life spans and a difficult economy make financial planning that much harder, education is that much more important, according to a white paper by Corporate Insight.
The burden for educating investors falls mainly on financial services firms, according to Corporate Insight, and firms are responding in innovative ways that incorporate multimedia and social media.
Corporate Insight surveyed both insurers and retirement plan providers for the white paper and found they were similarly invested in educating consumers.
Video was one of the most popular methods of educating consumers, especially among annuity firms, according to the report. A video can provide consumers with an overview of a particular product before they dive into prospectuses and fact sheets.
The paper noted that these resources should be prominent and easy to find. Seventy percent of firms surveyed said their videos could be accessed from a “Video” or “Multimedia Resources” link in the main navigation bar on their website.
Click here to read the full article... |
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Advisors Need Guidance on Rollover Resources |
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Friday, 26 April 2013 08:57 |
By Danielle Andrus
The firms that most successfully address rollovers provide a mix of resources directed at advisors and their clients, according to the latest Mutual Fund Monitor from Corporate Insight. The research firm anticipates questions about rollovers will become more frequent as the job market improves and more clients begin dealing with new jobs and wondering what to do with old 401(k)s.
...“We were surprised by the lack of promotion,” Jeff Latzer (left), head of mutual fund-advisor research for Corporate Insight, told AdvisorOne on Thursday. “Generally firms are strong in retirement promotion, but even when they’re talking about job changes, they’re not positioned heavily” to talk about rollovers.
Click here to read the full article... |
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Santa Fe Firm Keeps Local Ties With Social Media |
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Friday, 19 April 2013 08:43 |
By Peter Ortiz, Danielle Sottosanti
“From an image standpoint ... local pictures that people can identify with will go a long way in establishing relationships with the community, online and offline,” says Jeff Latzer, head of mutual fund research at Corporate Insight.
“Even the larger firms are very wise to play up the way they are involved in their communities.”
Click here to read the full article (subscription required)... |
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Retirement Education Increasingly Tech-driven |
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Friday, 12 April 2013 08:37 |
By Chris McMahon
The responsibility for planning and saving for retirement increasingly rests on individuals—and video, quizzes, games, podcasts, presentations and other multimedia tools are primary sources for educating individuals on financial matters and promoting financial literacy, according to “Online Investor Education Web Resources for Retirees,” new research from Corporate Insight.
Video is an excellent medium for promoting financial literacy and presenting product information, Corporate Insight said, and half of companies covered by the Annuity Monitor Report host annuity-specific videos on their websites to prompt interest in annuity products or riders.
Click here to read the full article... |
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Retail Brokerage Firms Step Up Education |
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Monday, 08 April 2013 09:35 |
By Michael Ellison
The U.S. equity market is off to a strong start in 2013, with the DJIA and S&P 500 hitting new all-time highs in March. Yet retail trading volume among the major online brokerages remains depressed. It's clear that many individual investors are still gun shy after the financial crisis. This, in turn, is taking a toll on the brokerage industry's profits.
EMPHASIS ON EDUCATION
To help clients get back into the market, several leading brokerage firms like Charles Schwab, TD Ameritrade and tradeMONSTER have been emphasizing their educational resources and strong customer service. Below, we take a look at what these firms are doing to help customers overcome their fears and profit in any market.
Click here to read the full article... |
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