MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. They offer a wide range of financial products and services, including life insurance, annuities, retirement plans and other employee benefits.

Fiduciary Advisor Education and Assessment Tool

The DOJ Ruling saw carriers bombarding advisors with educational tools. MassMutual challenged The Lift Factor to develop a tool that that would stand out and set them apart.

We responded with this responsive online tool which helps advisors educate sponsors on what a fiduciary is while assessing their risk and coverage needs. It employs multiple presentation methods; written talking points, videos and voiceovers to provide more detailed information, and has an intelligent login that recognizes approved content for each advisor firm. The tool displays content and creates personalized leave behind materials based on user input.

“I love how this series works together to make the audience see the big picture. This sort of “spatial awareness” isn’t present in the vast majority of what I’ve seen our competitors turn out. I think you’ve done a great job. Kudos to you all!!” -MassMutual
Answers from the tool generate this customized profile: