Corporate Insight Blog
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Written by Ian Lundahl
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Friday, 08 February 2013 11:22 |
 Recently, our Life Insurance Monitor released an in-depth report examining client login security practices across the life insurance industry. We are excited to offer you a slide deck summarizing the key findings from the report.
The slide deck features:
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Key findings and trends from the report
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Login Security best practices from the 14 leading insurers reviewed in the report
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Recommendations for further securing your firm's client login process
Use the button below to download the Life Insurance Monitor Login Security Practices Report Summary slide deck:
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Written by Ankita Patel
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Wednesday, 06 February 2013 12:36 |
 Corporate Insight's 2012 Monitor Awards were released in late January and recognize financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the eight slide decks will focus on a specific industry within financial services.
The E-Monitor Awards recognize brokerage firms for excellence in the online user experience they offer prospect and clients. Monitor Awards are given out across eight categories including:
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Written by Drew Maresca
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Tuesday, 05 February 2013 16:19 |
.png) February’s Retirement Plan Monitor report will focus on retirement mobile apps. The report is set for release in late-February.
Vanguard offers participants a good selection of account information and educational resources on their mobile apps. Vanguard’s apps are available on the Android, iPhone and iPad, making them one of the few firms in our Retirement Plan Monitor coverage group to offer an app for participants that is optimized for use on the iPad.
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Written by Daniel Gualtieri
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Thursday, 31 January 2013 14:51 |
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 Once the king of all smartphones, BlackBerry has fallen on hard times over the last few years. The BlackBerry Z10 is aiming to change that by taking direct aim at industry giants Apple and Samsung. To do so, the Z10 is packing plenty of punch when it comes to hardware: a display boasting better resolution than the iPhone5, 2GB of RAM, and a dual core processor. However, what struck us most here at Corporate Insight is its near-field communications (NFC) technology.
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Written by Jose Santana
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Monday, 28 January 2013 16:37 |
 Earlier this month, MetLife unveiled their new Business Owner Strategic Solutions (BOSS) microsite. BOSS is designed to help advisors meet the needs of their clients that own businesses with a variety of sales concepts, market overview materials and product literature pieces.
Search by Strategy
One of the microsite’s key features is the search by strategy section. Here, advisor can access sales strategies and solutions focusing on business owners’ specific needs such as retirement income, estate planning, key person coverage, disability protection and executive benefits. The main focus is preparing business owners for both the expected and unexpected events of running a business. These events include forecasting for the day they will no longer be active in that business, the possible loss of an essential employee and providing benefits to retain key executives.
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Written by Drew Maresca
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Thursday, 24 January 2013 15:44 |
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 Retirement Plan Monitor subscribers - a client version of the report summary slide deck is available (login required). Upon login, click "RPM Reports" under the RPM tab to download the slide deck. If you do not have CI Client Access, please complete the registration form and we will get you setup with a username and password.
Preparing for Retirement: A Closer Look at Online Retirement Planning Resources focuses on the retirement tools leading plan providers offer participants online. The presentation slide deck is based on our latest Retirement Plan Monitor report, Retirement Planners: More than the Average Calculator, which goes behind-the login to offer in-depth reviews of the planning tools offered by leading providers.
The presentation features:
- Key findings and best practices from our in-depth research on online retirement planning resources
- Profiles of industry leading plan providers
- Recommendations for improving the retirement planning resources your firm offers plan participants online
Use the button below to download the Preparing for Retirement: A Closer Look at Online Retirement Planning Resources slide deck:
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