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.

1. 2012 GOLD MONITOR WINNERS SERIES
ANNUITIES

2. CATEGORY OVERVIEW
1. Public Homepage & Navigation
2. Public Education Resources
3. Public Product Information Offerings
4. Client Transaction Capabilities
5. Client Account Information
6. Client Statements
7. Advisor Tools and Calculators
8. Advisor Sales Materials
9. Advisor Illustration Systems

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. PUBLIC EDUCATION
RESOURCES
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. PUBLIC PRODUCT
INFORMATION OFFERINGS
Transamerica received
top billing by providing
product information pages
that include account opening
details, surrender charges
and fee information.

6. CLIENT TRANSACTION
CAPABILITIES
Jackson National and
MetLife received Gold for
providing the most extensive
selection of private site
transaction capabilities
including .

7. CLIENT ACCOUNT
INFORMATION
MetLife and TIAA CREF
earned Gold by offering
clients comprehensive
account data and an
organized account
information display on
the private site.

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. ADVISOR TOOLS AND
CALCULATORS
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. 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. ADVISOR ILLUSTRATION
SYSTEMS
AXA Equitable and
Jackson National lead
the way with their easy-
to-use and highly
detailed advisor
illustration systems.

12. Contact Us Connect with Us
Ian Lundahl
Senior Analyst, Annuity & Life Insurance Monitors Corporate Insight Blog
212-832-2002 x-101
ilundahl@corporateinsight.com
Follow Us @CInsight
Ben Pousty
Marketing Manager
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212-832-2002 x-134
bpousty@corporateinsight.com
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