Lincoln Financial Claims Title of Top Annuity Illustration for Sixth Consecutive Year
Lincoln Financial Claims Title of Top Annuity Illustration for Sixth Consecutive Year
MARLBOROUGH, Mass., Jan. 13, 2025 /PRNewswire/ -- Lincoln Financial takes the number one spot for annuity illustrations for the sixth year, earning DALBAR's Pyramid of Communications Excellence, by providing financial advisors with a dynamic tool that demystifies the important factors when considering an annuity. This latest achievement stems from its innovative approach to annuity illustration design, which transforms complex financial information into an intuitive, client-friendly experience. By leveraging sophisticated data visualization techniques, Lincoln Financial has created an illustration that not only informs but empowers.
馬爾堡,馬薩諸塞州,2025年1月13日/美通社/ -- 林肯金融在年金插圖方面連續第六年位居第一,獲得DALBAR的傳播卓越金字塔獎,以爲金融顧問提供一種動態工具,揭示在考慮年金時的重要因素。這一最新成就源於其對年金插圖設計的創新方法,將複雜的財務信息轉化爲直觀、客戶友好的體驗。通過利用複雜的數據可視化技術,林肯金融創建了一種插圖,不僅提供信息,還賦予力量。
What sets Lincoln Financial's illustration apart is its strategic blend of design and substance. The materials feature:
林肯金融的插圖與衆不同之處在於其設計與內容的戰略結合。這些材料的特點包括:
- Sleek, subtle corporate branding that enhances rather than distracts from critical information
- User-friendly and comprehensive tables, charts and icons that highlight protected income amounts and allocation strategies
- Succinct explanations of important details like client's needs and how protected income works and clear explanations of key terms
- Strategic color design that enhances information clarity
- 時尚、細膩的企業品牌設計,增強而非分散重要信息
- 用戶友好且全面的表格、圖表和圖標,突出受保護收入金額和分配策略
- 簡潔的解釋,闡明重要細節,如客戶的需求、受保護收入的運作方式和關鍵術語的清晰解釋
- 戰略色彩設計,增強信息的清晰度
"While 66% of consumers are familiar with workplace retirement savings accounts, only 39% are knowledgeable about annuities1. Our illustrations are an important tool for helping financial professionals bridge consumer knowledge gaps and simplify conversations around annuities with their clients," said Kathy Kavanaugh, senior vice president, chief marketing officer, individual solutions and brand, Lincoln Financial. "From our illustrations to our new digital rate center, Lincoln is continuously elevating the annuity experience to meet the wants and needs of financial professionals and their clients."
「雖然66%的消費者熟悉工作場所退休儲蓄賬戶,但只有39%了解年金。我們的插圖是幫助金融專業人士彌合消費者知識差距的重要工具,並簡化他們與客戶關於年金的對話,」林肯金融的高級副總裁、首席營銷官凱瑟·卡瓦諾說。「從我們的插圖到新的數字利率中心,林肯不斷提升年金體驗,以滿足金融專業人士及其客戶的願望和需求。」
DALBAR sampled illustrations from 11 leading annuity firms, assessing their effectiveness in displaying contract and illustration details as well as their overall design and format.
DALBAR對11家領先年金公司的插圖進行了抽樣評估,評估其在展示合同和插圖細節以及整體設計和格式方面的有效性。
About DALBAR
For over 48 years, DALBAR has been the leading independent financial services market research firm, recognized by the industry and government alike. Specializing in uncovering the needs, behaviors, and concerns of investors and financial professionals, DALBAR provides actionable insights to help firms enhance their products, services, and communications. As an expert in audits, evaluations, ratings, and due diligence certifications, DALBAR awards are a hallmark of excellence, setting the standard for quality in the financial services community. Follow us on LinkedIn and Twitter.
關於DALBAR
在過去的48年裏,DALBAR一直是領先的獨立金融服務市場研究公司,受到行業和政府的認可。DALBAR專注於揭示投資者和金融專業人士的需求、行爲和關注點,提供可行的見解,幫助公司提升其產品、服務和通信。作爲審計、評估、評級和盡職調查認證的專家,DALBAR的獎項是卓越的標誌,爲金融服務社區設定了質量標準。請在LinkedIn和Twitter上關注我們。
Media Contact: Emily Kunka
617.624.7136
[email protected]
媒體聯繫人:艾米莉·昆卡
617.624.7136
[email protected]
1Source: Lincoln Financial, Consumer Sentiment Tracker, January – July 2024
1來源:林肯金融,消費信心追蹤,2024年1月-7月
SOURCE DALBAR, Inc.
來源:DALBAR公司
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