This report focuses on the retirement literature and marketing materials offered on the Annuity Monitor firms’ advisor websites. We examined the following aspects of 12 firms’ offerings:
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This report focuses on variable annuity product information and marketing featured on the Annuity Monitor firms’ advisors websites. We looked at the following aspects of 13 firms’ variable annuity information offerings:
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This report takes an in-depth look at the fees charged by the Annuity Monitor firms on variable annuity products. Current fee and surrender information is analyzed against 2008 data to assess how firms compare with competitors and identify overarching industry trends.
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This report assesses the fixed annuity product information and marketing materials featured on Annuity Monitor firms’ advisor websites.
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This report evaluates the advisor site homepages offered by Annuity Monitor firms.
We looked at the following aspects of 13 firms’ homepages:
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Layout & Design
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Navigation Structure
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Promotional Content
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Clients are monitoring their annuity accounts more diligently and as a result paying more attention to their account statements. In this report, we review the quarterly account statements offered to clients by Annuity Monitor firms.
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