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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.
|Electronic & Print Newsletters|
This report looks at electronic and print newsletters offered by the Annuity Monitor firms. Electronic newsletters were taken from public, private and advisor websites and only newsletters with a retirement or annuity-focus were reviewed.
Nine firms were evaluated on the following key criteria:
The newsletters reviewed in this report were generally impressive. Seventy-eight percent of the firms in this report offered multiple newsletters. Nearly every firm displayed their newsletters using PDF. Print newsletters were included in statement mailings by only 33% of firms.