|
|
 |
The Cerulli Edge™—U.S.
Asset Management Edition is designed to provide highlights and key trends each month that are relevant to a different industry focus. Coverage will be closely linked to critical financial service industry issues. The
annual subscription fee is $13,000 per client firm, and includes a separate copy for each key executive (up to 15 copies). We suggest that heads of key business units be included, as well as CEOs, and directors of marketing, strategy, product development, and sales. |
August 2008
Highlights from the
August
2008 issue of The Cerulli Edge™—U.S.
Asset Management Edition
include:
- More complex product
solutions often involve longer product development time frames
and carry higher research and development costs—requiring asset
managers to be highly disciplined in their prioritization of
these initiatives.
- While advisors and their
clients are starting to recognize the need to supplement
investment portfolios with LTCI, sales of individual policies
are lukewarm, at best, and insurers are seeking ways to develop
products that will mitigate many of the concerns held by both
parties.
- To continue strong sales in
VAs, all players in the variable insurance business—insurers,
distributors, and asset managers—must collaborate and work
through challenges together.
|
|
