Recent Research

August 2010

Hot Topics

• Hot Topics -- It's Life Insurance Awareness Month (2010)   (30 Aug 2010)

• Hot Topics -- Final Expense Insurance (2010)   (23 Aug 2010)

• Hot Topics -- Training - Alternatives to the Traditional (2010)   (16 Aug 2010)

• Hot Topics -- The Social Media and Compliance Challenge (2010)   (09 Aug 2010)

• Hot Topics -- Reviewing Recent 401(k) Trends (2010)   (02 Aug 2010)

Research Reports

• NADP/LIMRA 2009 U.S. Group Dental Administrative Metrics (2010)
  Does your company offer best in class administrative service for group dental contact centers? Compare your results to this annual industry-specific benchmarking report for the U.S. dental marketplace.
  (Author: Yuliya Babushkina, 31 Aug 2010)

• U.K. Market Briefing (August 2010)
  This edition of UK Market Briefing majors on Britons' prospects for retirement.
  (Author: Brian Eves, 31 Aug 2010)

• Not-for-Profit Market (2010, 2nd quarter)
  Interested in the not-for-profit retirement market and wondering if contributions are following the typical seasonal pattern?
  (Author: Cecilia Shiner, 30 Aug 2010)

• U.S. Individual Disability Income Insurance: 2009 Annual Supplement (2010)
  Did the decline in 2009 individual disability sales affect all demographic groups equally?
  (Author: Karen R. Terry, 30 Aug 2010)

• U.S. Group Long-Term Care Insurance (2010, First Half)
  How did the group long-term care market perform in the first half of 2010? This report provides sales trends and benchmarking information for the U.S. Group Long-Term Care Insurance marketplace.
  (Author: Karen Fisherkeller, 27 Aug 2010)

• Canada -- Canadian Individual Disability Insurance Sales (2010, 2nd quarter)
  Canadian individual disability sales improve.
  (Author: Karen Terry, 27 Aug 2010)

• U.S. Individual Disability Income Insurance Sales (2010, 2nd quarter)
  Individual disability sales may be turning the corner.
  (Author: Karen Terry, 27 Aug 2010)

• Variable Annuity Guaranteed Living Benefit Election Tracking Survey (2010, 2nd quarter)
  Are consumers electing GLWB, GMIB, and the other types of variable annuity GLB riders?
  (Author: Dan Q. Beatrice, 26 Aug 2010)

• U.S. Critical Illness Insurance Sales: 2009, Annual (2010)
  How big is the U.S. Critical Illness market?
  (Author: Karen R. Terry, 26 Aug 2010)

• Canada -- Canadian Individual Critical Illness Insurance Sales (2010, 2nd quarter)
  Canadian CI sales still steaming ahead!
  (Author: Karen R. Terry, 26 Aug 2010)

• U.S. Individual Annuities (2010, 2nd quarter)
  How did sales of individual annuities fare in the second quarter of 2010?
  (Author: John Sullivan, 24 Aug 2010)

• Canada -- The Canadian Pension Market (2010, 2nd quarter)
  Did Canadian pension market sales slow down during the second quarter 2010?
  (Author: Sally A. Bryck, 24 Aug 2010)

• Canada -- Individual Annuities in Canada (2010, 2nd quarter)
  Where did Canadian annuity sales go in the second quarter 2010?
  (Author: Sally A. Bryck, 24 Aug 2010)

• U.S. Individual Life Insurance Sales (2010, 2nd quarter)
  This time last year, U.S. individual life insurance sales had dropped 23 percent. Find out how the industry fared during the first half of 2010.
  (Author: Ashley V. Durham, 24 Aug 2010)

• U.S. Individual Long-Term Care Insurance (2010, 2nd quarter)
  Looking for the 2010 trends in the individual long-term care market? Review the benchmarking data to determine how the industry and your company are doing.
  (Author: Karen Fisherkeller, 23 Aug 2010)

• Performance Guarantees for Group Short-Term Disability Products (2010, MarketScan)
  Looking to see the types of performance guarantees companies are offering for their group short-term disability products?
  (Author: Karen Fisherkeller, 23 Aug 2010)

• Performance Guarantees for Group Long-Term Disability Products (2010, MarketScan)
  Looking to see the types of performance guarantees companies are offering for their group long-term disability products?
  (Author: Karen Fisherkeller, 23 Aug 2010)

• Terminal Funding and Single Premium Buyouts (2010, 2nd quarter)
  Interested in new terminal funding and single premium buyout information? Find out if sales improved in the second quarter 2010.
  (Author: Cecilia Shiner, 23 Aug 2010)

• The Future of Flexible Premium Products (2010)
  Learn which life insurance products are growing or not. Are universal life and variable universal life products maintaining their position and holding the lion’s share of annualized new premium? With declining sales in 2008 and 2009, how will these products fare?
  (Author: Catherine Ho and Nancy Muise, 23 Aug 2010)

• Staffing Practices Financial Services Contact Centers: 2010 Benchmarking Study (2010)
  Learn about staffing practices contact centers in the financial services industry use.
  (Author: Malcolm McCulloch, 17 Aug 2010)

• NADP/LIMRA 2009 U.S. Group Dental Contact Center Processing Metrics (2010)
  Does your company offer best in class contact center service? Compare your results to this annual industry-specific benchmarking report for the U.S. dental marketplace.
  (Author: Yuliya Babushkina, 17 Aug 2010)

• U.S. Annuity Persistency (2010, 2nd quarter)
  Get the most up-to-date picture of annuity persistency for 2010 including: contract and cash value, along with surrender rates in aggregate and by market, product type, distribution channel and presence of surrender charge.
  (Author: Matthew Drinkwater, 16 Aug 2010)

• Standards for Universal Life Secondary Guarantee Compensation (2010, MarketScan)
  Remain competitive — compare your company's universal life secondary guarantee compensation package with industry norms.
  (Author: James Ryan and Kathleen Krozel, 10 Aug 2010)

• 2009 U.S. Individual Life-LTCI Products (2010)
  While sales of U.S. indivdual life showed another decline, sales of life-LTCI products have increased in 2009 over 2008. Could these multi-function products, incorporating life insurance and long-term care insurance, be a growing trend?
  (Author: Catherine Ho, 06 Aug 2010)

• U.K. Market Briefing (July 2010)
  This edition of UK Market Briefing looks focuses on the break-up of the Financial Services Authority and its replacement by three new bodies, largely under the control of the Bank of England.
  (Author: Brian Eves, 06 Aug 2010)

• LIC/LIMRA Final Expense Insurance Survey 2009 (2010)
  An in-depth analysis of final expense life insurance products and processes.
  (Author: Jeffrey S. Shaw, Executive Director/Life Insurers Council, 04 Aug 2010)

• Facebook のファンですか？金融サービス会社のFacebookファンページの分析 (2010)
  貴社にはFacebookのファンがいますか？保険業者がどのようにFacebookファンページを使用しているかを学びます。
  (Author: Elizabeth A. G. Schwarz, 03 Aug 2010)

• 페이스북 팬? - 금융 서비스 회사의 페이스북 팬 페이지 분석 (2010)
  페이스북 팬이 있습니까? 회사들이 페이스북 팬 페이지를 어떻게 사용하고 있는지 알아보십시오.
  (Author: Elizabeth A. G. Schwarz, 03 Aug 2010)

• Facebook 粉丝？金融服务公司 Facebook 粉丝专页分析 (2010)
  您是否有 Facebook 粉丝？了解 运 营 商 如 何利 用 Facebook 粉 丝 专 页。
  (Author: Elizabeth A. G. Schwarz, 03 Aug 2010)

• Facebook粉絲？金融服務公司Facebook粉絲專頁分析 (2010)
  您是否有Facebook粉絲？瞭解運營商如何利用Facebook粉絲專頁。
  (Author: Elizabeth A. G. Schwarz, 03 Aug 2010)

• Fãs do Facebook? Uma análise das páginas de fãs de empresas de serviços financeiros no Facebook (2010)
  Você tem fãs no Facebook? Saiba como as operadoras estão usando as páginas de fãs do Facebook.
  (Author: Elizabeth A. G. Schwarz, 03 Aug 2010)

• ¿Fans de Facebook? Análisis sobre las páginas de fans de Facebook de las compañías de servicios financieros (2010)
  ¿Tiene fans en Facebook? Conozca cómo las aseguradoras utilizan las páginas de fans de Facebook.
  (Author: Elizabeth A. G. Schwarz, 03 Aug 2010)

• 2009 Canadian Sales Force and Retention (2010)
  This annual report looks at the 2009 calendar-year retention of around 12,500 career agents.
  (Author: Margaret S. Honan, 02 Aug 2010)