The 2012 Annuity Gold Monitor Award Winners by Corporate Insight

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The Annuity Monitor Awards presented by Corporate Insight recognize financial services firms for excellence in the online user experience they offer prospects, clients and advisors. The eight slide decks in this series highlights the firms in a specific industry within financial services that received Gold Monitor Awards.

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The 2012 Annuity Gold Monitor Award Winners by Corporate Insight

  1. 1. 2012 GOLD MONITOR WINNERS SERIES ANNUITIES
  2. 2. CATEGORY OVERVIEW1. Public Homepage & Navigation2. Public Education Resources3. Public Product Information Offerings4. Client Transaction Capabilities5. Client Account Information6. Client Statements7. Advisor Tools and Calculators8. Advisor Sales Materials9. Advisor Illustration Systems
  3. 3. PUBLIC HOMEPAGE &NAVIGATION Transamerica earned Gold for offering a homepage with a strong navigation structure, multiple quicklinks, a modern design and promotional imagery.
  4. 4. PUBLIC EDUCATIONRESOURCES Fidelity offers multiple annuity- specific and retirement focused calculators along with several annuity education videos, product comparison charts and factsheets. The result: a Gold Monitor award.
  5. 5. PUBLIC PRODUCTINFORMATION OFFERINGS Transamerica received top billing by providing product information pages that include account opening details, surrender charges and fee information.
  6. 6. CLIENT TRANSACTIONCAPABILITIES Jackson National and MetLife received Gold for providing the most extensive selection of private site transaction capabilities including .
  7. 7. CLIENT ACCOUNTINFORMATION MetLife and TIAA CREF earned Gold by offering clients comprehensive account data and an organized account information display on the private site.
  8. 8. CLIENT STATEMENTS Jackson National and Transamerica’s client statements received Gold due to the level of account information detail provided and the organized layout and design of the document.
  9. 9. ADVISOR TOOLS ANDCALCULATORS Lincoln Financial and Pacific Life both received Gold for the overall quantity and quality of advisor tools and calculators they offer, including the Variable Annuity Visualizer and the Nautilus Tool, respectively.
  10. 10. ADVISOR SALES MATERIALS Allianz Life is awarded the Gold due to its strong library of advisor site materials focusing on retirement and annuities. Sales kits, prospecting materials and brochures are all offered online.
  11. 11. ADVISOR ILLUSTRATIONSYSTEMS AXA Equitable and Jackson National lead the way with their easy- to-use and highly detailed advisor illustration systems.
  12. 12. Contact Us Connect with UsIan LundahlSenior Analyst, Annuity & Life Insurance Monitors Corporate Insight Blog212-832-2002 x-101ilundahl@corporateinsight.com Follow Us @CInsightBen PoustyMarketing Manager Follow Us on LinkedIn212-832-2002 x-134bpousty@corporateinsight.com Like Us on Facebook CI Presentations on SlideShare

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