Generation Life is the winner of the Overall Investment Bond Excellence Award for 2023, announced by Plan For Life.
The fourth annual Investment Bond Excellence Awards recognise excellence in the key facets of the products, based on a holistic benchmarking review which includes financial strengths, marketing strengths, product benefits, service to customers and support and training of advisers.
The Investment Bond Award went to Resolution Life (Investment Growth Bond) and the Education Bond Award went to Futurity Investment Group (Futurity Education Bond).
Bond - Estate Planning Award went to Generation Life (LifeBuilder) and Bond - Child Policy Award went to Generation Life (ChildBuilder).
The Funeral Bond Award went to Generation Life (FuneralBond).
The Adviser Support Award which is based on a review of the types of training and support facilities provided by each organisation, went to Futurity Investment Group.
The Customer Service Award which is based on the service provided to customers through facilities such as annual reporting and client access to portals, went to Generation Life.
The Innovation – Education Award went to Futurity Investment Group, and the Innovation – Investing Award went to Generation Life (Tax Aware Investing).
| Award | Winner | Product |
| Overall Excellence Award | Generation Life | |
| Adviser Support | Futurity Investment Group | |
| Bond - Child Policy | Generation Life | ChildBuilder |
| Bond - Estate Planning | Generation Life | LifeBuilder |
| Customer Service | Generation Life | |
| Education Bond | Futurity Investment Group | Futurity Education Bond |
| Funeral Bond | Generation Life | FuneralBond |
| Innovation - Education | Futurity Investment Group | |
| Innovation - Investing | Generation Life | Tax Aware Investing |
| Investment Bond | Resolution Life | Investment Growth Bond |
Press release originally published at: www.pflresearch.com/news/2023/12/12/generation-life-wins-investment-bonds-overall-excellence-award-2023
About us:
About Plan For Life
Plan For Life is a premium research and analytics line of business under ISS Market Intelligence that specialises in the fact-based measurement and analysis of Australian and New Zealand retail and wholesale financial services, investment, retirement and life insurance industries. With focus on competitive intelligence, analysis of key trends and market measurement, we harness and illuminate the critical data our clients need to formulate effective business strategies.
About ISS Market Intelligence
ISS Market Intelligence (MI) is a leading global provider of data, analytics, insights, media, and events solutions to the global financial services industry.
ISS MI empowers global asset and wealth management firms, insurance companies, distributors, service providers, and technology firms by providing cutting-edge market-engagement platforms and the actionable intelligence necessary to fully assess their target markets, identify and analyse the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business.
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Contact details:
Julian Clarkstone
P. 02 8234 7514
E. [email protected]