Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Retirement Planning > Retirement Investing > Annuity Investing

MetLife rebrands individual distribution organization

Your article was successfully shared with the contacts you provided.

MetLife’s individual distribution organization has been rebranded as the MetLife Premier Client Group.

Through the new Client Engagement model, financial professionals within the Premier Client Group will be availed of a standardized consultative framework that includes skill development, coaching and a process-driven approach, which enables them to identify client needs and address those needs through the proper products and services.

In order to foster a more consultative approach to client surface, the group is rolling out a new Regional Organization Model that is designed to increase the ability of financial professionals to work in teams. This model will also afford clients with the tools they need to comprehensively manage their own risk and wealth solutions and tailor them to their individual needs.

In an effort to introduce the recent changes that accompany the rollout of the MetLife Premier Client Group, MetLife is launching a marketing and advertising campaign. The MetLife Perspective campaign will utilize both print and online ads to publicize the effort. 

Aplifi, a technology provider for life and annuity orders and client management has entered into an agreement with Standard Insurance Company (The Standard) to offer their annuity products through Aplifi’s AFFIRM for Annuities platform.

The move, designed to bolster support for The Standard’s individual annuity distribution channels, will allow distributors to submit annuity orders that have pre-designed rules electronically to ensure compliance and “In Good Order” applications.

The Standard hopes the AFFIRM platform will also greatly reduce the amount of time associated with annuity applications.

The Standard will be the fourtieth carrier to utilize the platform, which offers close to 2,000 variable, fixed and indexed products

Lincoln Financial Group (Lincoln) announced that their Individual Annuity Customer Contact Center earned the designation of “Certified Center of Excellence” from BenchmarkPortal.

BenchmarkPortal, a national benchmarking firm, awards the Center of Excellence recognition — the most prestigious award in the customer service and support industry to just the top 10 percent of contact centers that apply for the designation. The program, which uses the largest call center benchmarking database in the world, allows experts to measure operational metrics as well as customer and agent satisfaction.

Lincoln’s Individual Annuity Customer Contact now team joins Lincoln’s Life Customer Contact team, which received the award earlier this year. 


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.