This report reviews the year-end account statements offered to annuity clients by the Annuity Monitor firms. We evaluated the following aspects of 16 firms’ year-end statements:
- Appearance
- Layout & Presentation
- Contract Information Detail
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This report focuses on the client account information displays offered to clients on the Annuity Monitor firms’ private websites. Eighteen firms were evaluated on the following key criteria:
- Layout
- Navigation
- Contract Information Detail
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This report focuses on the Annuity Monitor firms’ public homepages. All 20 firms in our coverage group were evaluated in this report. We looked at the following aspects of each firm’s homepage:
- Navigation
- Layout
- Homepage Content
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This report focuses on the Annuity Monitor firms’ private client and advisor logins. We looked at the following aspects of 13 firms’ login processes:
- Accessibility
- Login Security Features
- Online Login Information Servicing Options
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This report reviews the website offerings of Sun Life Financial, the newest Annuity Monitor firm. Our assessment of the firm’s online presence focused on three key areas:
• Public Website
• Private Website
• Advisor Website
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This month we once again present our annual Monitor Awards reports, which recognize the best online features and capabilities in the annuity, banking, brokerage, credit card and mutual fund areas. Each Awards report for our individual Monitor services – Annuity Monitor, Bank Monitor, Credit Card Monitor, e-Monitor, Mutual Fund Monitor and Mutual Fund Monitor–Advisor – focuses on the best online tools and services in several key areas, ranging from homepages and transactional capabilities, to online account opening, to educational and planning resources.
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