Retirement Services Audit: Brand Consideration & Ad Performance – Q4 2021
April 1, 2022
Phoenix MI Retirement Services audit uses syndicated brand and advertising metrics for brands within the Retirement space (e.g. providers of retirement products and services such as annuities, mutual funds, life insurance, long-term care insurance, 401(k), and 403 (b) plans.)
“Imagine that you were in need of retirement products or services such as annuities, mutual funds, life insurance, long-term care insurance, 401(k) and 403(b) plans. Please indicate how likely you would be to consider each of the following providers of retirement products and services (including the ones you are currently doing business with)?”
Brands tracked include AIG, Ameriprise, Charles Schwab, Chase / JP Morgan, Brighthouse Financial, Edward Jones, Fidelity/Fidelity Advisors, Invesco, John Hancock, Lincoln Financial, MassMutual, Merrill Lynch / Bank of America, MetLife, Morgan Stanley, Nationwide, Northwestern Mutual, NY Life/MainStay Investments, Pacific Life, Prudential, TD Ameritrade, Principal, Wells Fargo, and Voya Financial.
For complimentary findings on your brand, or to subscribe to this study, reach out!