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Retirement Services Audit: Brand Consideration & Ad Performance

September 21, 2021

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.

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