Jackson, Lincoln Financial Top Digital Innovation in Annuity Sector
Event summary
- Corporate Insight's 19th annual Annuity Monitor Awards recognized digital innovation across six categories.
- Jackson and Lincoln Financial each secured three medals in categories like Account Owner Site Maintenance and Advisor Site Form Centers.
- TIAA won gold for centralizing maintenance options, while Fidelity earned top honors for search capabilities.
- 18 leading annuity issuers were evaluated in the awards program.
The big picture
The awards highlight a broader industry trend toward digital transformation in financial services, where user experience and streamlined processes are critical for customer retention. As annuity providers compete for market share, those that excel in digital innovation are likely to gain a strategic edge. The focus on both account owner and advisor experiences underscores the importance of serving multiple stakeholder groups effectively.
What we're watching
- Digital Differentiation
- How Jackson and Lincoln Financial will leverage their digital wins to attract and retain clients in a competitive annuity market.
- Advisor Tools
- Whether the emphasis on advisor site form centers and homepages will drive greater advisor adoption of digital tools.
- User Experience
- The pace at which other annuity providers will enhance their digital offerings to match or exceed the award-winning features.
Related topics