Slide Deck: Annuity and Life Insurance Product Update - Q2 2015

Joan Kagan
Jul 29, 2015

Our quarterly Annuity and Life Insurance Product Update reviews new products released by annuity carriers and life insurers over the last quarter. To view past updates, check out the archive.

The slide deck below reviews the new annuity and life insurance products introduced in the second quarter of 2015.

Topics: Slide Decks, Life Insurance, Annuities, Annuity and Life Insurance Product Updates

Slide Deck: Credit Card Product Update - 2015 Q1 & Q2 Overview

Michelle Ammirati
Jul 27, 2015

The Credit Card Product Update slide deck examines new product releases from credit card carriers in our Credit Card Monitor coverage group.

Inside, we provide a rundown of the new credit cards introduced on the firms’ websites during the first six months of 2015, and highlight their key features.

Topics: Credit Cards, Product Update

Around the Industry: Thornburg Investment Management

Danielle Grenier
Jul 23, 2015

Corporate Insight’s Around the Industry blog series reviews public websites and digital resources offered by leading financial services firms that fall outside of our Monitor Services coverage groups. After a site revamp in the fourth quarter of 2014, we examine Thornburg Investment Management’s public investor site, a firm we first examined in June 2013.  

Thornburg Investment Management, headquartered in Santa Fe, New Mexico, was founded in 1982 and is an independent firm with $61 billion AUM. The asset management company employs around 260 people and advises clients in portfolio management, most notably in the areas of fixed income, and U.S and global equity strategies.  

Topics: Around the Asset Management Industry

Are You Secure in Your Social Security Knowledge?

Ciara Rafferty
Jul 22, 2015

MassMutual recently conducted a survey, just in time for the 80th anniversary of the Social Security Act, to see just how much Americans know about Social Security retirement benefits – or how little, as a mere 28 percent of the 1,513 Americans surveyed actually passed. This low passing rate is not surprising, given that only eight percent of those surveyed labeled themselves as very knowledgeable about Social Security retirement benefits. In a June 15 press release, the firm highlights the most misconstrued facts, including that 75% of those surveyed incorrectly believe that American citizenship is necessary to receive Social Security retirement benefits. Clearly, Americans need help understanding their Social Security retirement benefits.

Topics: Retirement

Twitter Introduces Mobile Targeting Based on Users' Installed Apps

Jenna Lesnoy and Keith Horbert
Jul 21, 2015

Facebook, Twitter, LinkedIn and most other social media networks are constantly competing with each other to be the best for businesses. The networks face many questions: Which platform has the best advertising features? Which have perfected mobile design? How can my platform outperform others in engagement and conversion rates? This intense competition leads to rapid innovation across the board, and in June, Twitter released a significant update to its targeting capabilities that allows marketers to target mobile users based on installed app categories.

Topics: Social Media, Mobile

Crowdsourcing Innovation: Using the Rest to Develop the Best

Ciara Rafferty
Jul 20, 2015

On May 28, 2015 Citi announced the winners of the most recent Citi Mobile Challenge in Europe, the Middle East and Africa (EMEA). Since its inception in 2014, the Citi Mobile Challenge has encouraged the innovators of the world to use existing Citi technology along with outside or competitor features to develop products and services for Citi Bank with the goal of improving the banking world and the customer experience.

Topics: Banking

Prudential Responds to Supreme Court Same-Sex Marriage Decision

Joan Kagan
Jul 16, 2015

Prudential set itself apart from other insurers by swiftly releasing an updated version of its existing white paper for same-sex couples after the landmark Obergefell v. Hodges Supreme Court decision legalizing same-sex marriage. Prudential provides a topical Financial Planning for LGBT Couples After U.S. v. Windsor and Obergefell v. Hodges (PDF) white paper addressing how the ruling affects financial decisions such as workplace benefits, healthcare, social security and taxes. The firm originally promoted its white paper in March 2014, and another updated version in January 2015. 

Topics: Life Insurance, Government Policy

Change for a Ten? Three Women You May Be Seeing More of in the Future...

Erika Fazekas and Eric Stahler
Jul 15, 2015

Goodbye, Alexander Hamilton. Treasury Secretary Jacob Lew announced in June that the $10 bill will soon feature a woman who played a pivotal role in in American history. In 1920, the Nineteenth Amendment gave women the right to vote; fast forward 100 years, and a woman’s likeness is slated to appear on the $10 bill. Not only is the redesign a triumph for women, but it will also help the blind and visually impaired decipher between denominations through new raised elements. Many countries, including Syria, the Philippines, Mexico and Sweden, already feature images of epochal females on their paper tender. These women are often leaders, educators, scientists, artists or iconoclasts in their respective fields.

Bank Monitor Welcomes USAA to the Coverage Group

Javonni Judd
Jul 14, 2015

This month, Corporate Insight is adding USAA to its Bank Monitor coverage group. A financial institution with a long history of working with U.S. servicemen, USAA has expanded its presence in recent years through aggressive branding and advertising, to the point that most Americans are now familiar with the firm. USAA’s growing scope and exposure are in lockstep with its reputation for innovation – it was one of the very first banks to offer Remote Deposit Capture – and we expect its inclusion in the Bank Monitor coverage group to help bring new insights and trends to the forefront of our research.

Topics: Banking

Firearm Legislation Attempts to Mimic the Auto-Insurance Model

Michelle Ammirati and Sean Cunningham
Jul 13, 2015

Lawmakers introduced a new bill to the House of Representatives in May, which has the potential to radically alter firearm safety by mimicking the auto-insurance model. The legislation, which would hold gun owners accountable for their actions, is an effort to reduce violence and gun accidents. New York Representative Carolyn Maloney introduced the potential legislation, the Firearm Risk Protection Act. The auto-insurance industry’s success in saving lives is due to what Maloney calls the “halo effect” – preventative drivers taking precautions.

Topics: Property & Casualty Insurance, Government Policy

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