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Digging into the Customer Experience: Annuities
Corporate Insight’s Annuity Monitor keeps clients on top of developments in the annuity business. Our value-added annuities research digs deeply to identify and assess specific aspects not only of the customer experience, but also the ways in which leading insurers market their annuity products to independent financial advisors.
Sections dedicated to information about “life events” on the public and advisor websites address the opportunities and challenges that individuals face over the course of life. This information illustrates how firms’ various financial products and other practices can help different life events. In this report, we review the life events content and planning resources found on Annuity Monitor firms’ public and advisor sites.
This Annuity Monitor report focuses on the life events’ information and promotional materials provided on the coverage firms’ public and advisor websites. Nine firms were selected for evaluation on three key criteria:
Life events marketing materials were limited on both the public and advisor sites. Most of the Annuity Monitor firms utilize hyperlinks within their life event pages to direct users to additional educational resources and individual product pages. Six of the firms covered in this report provide links to contact financial professionals on the life events pages, offering prospective clients the opportunity to take the next steps.
Additional key findings include: