In its study of strategies to reach the retirement market, LIMRA International of Windsor, Conn., interviewed 28 companies, including mutual funds, insurers, banks and distributors, about their own strategies and the competition. Fidelity Investments of Boston was cited as the competitor with the most potent program right now (see sidebar pg. 38). After the Fidelity, the following companies, listed in alphabetical order, were mentioned as having strong strategies.
* Genworth Financial
Richmond, Va.
* Merrill Lynch
New York, NY
* National Financial
Columbus, Ohio
* Principal Financial
Des Moines, Iowa
* T. Rowe Price
Baltimore, Md.
Source: LIMRA International
http://www.mmexecutive.com
