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Partners

Collaboration is key to Innovation.

"The amount of data provided by LifeTrends on a daily basis has been instrumental in the development of our product and pricing competitiveness."

Andrew C.
Manager, Product Analysis

"I felt we would be at a competitive disadvantage if we did not move forward with working with LifeTrends."

Arny M.
Product Director

"I've partnered with LifeTrends since 2012. I always use the word 'partner' as I truly see Karen, David, Orion and the rest of the LifeTrends associates as an extension of my Competitive Intel and Product Development Team. Their original innovation to automate our product benchmarking efforts was a game-changer."

Corey L.
Sr. Director Life Products and Innovation

“Karen (and her colleague, David Lear) have provided life insurance competitive intelligence support to my teams for many years. As part of their current company, Lifetrends, Karen and David have brought significant innovations to the competitive intelligence landscape and provide excellent value for the price.”

Frank C.
2nd Vice President

“Karen has a fantastic business solution. The combination of data and market knowledge has helped immensely in our product development cycle. She works in true partnership with us to consistently deliver what we need. Karen doesn't settle for "good enough" and is constantly making her tool better. I look forward to many years of a great relationship.”

Janet G.
Consultant

"At LifeTrends we're passionate about data, but it is helping the companies and people within them who we support, that truly drive our business."

Karen J.
Managing Partner

"Thanks to LifeTrends and the invaluable resources they provide, we may respond to requests in less than 24 hours and quadruple our output through unlimited benchmarking, pricing, and marketing data."

Lisa S.
AVP, Product and Market Research

“In my role as VP of Life Product Development I had the opportunity and pleasure to work closely with Karen. In my new role at Symetra I had the honor of being one of the first organizations to talk with Karen in her entrepreneurial role as the Managing Partner of LifeTrends. We have begun to use LifeTrends services on selected product projects and are very pleased with their work and I highly recommend Karen to any interested party.”

Mike T.
Retired Executive

"Ease of use within the LifeTrends platform allows me to access important information quickly and accurately to analyze the competition."

Oliver O.
Product and Competition Analyst

"With LifeTrends, we may see a product's strengths and potential weaknesses, and easily find pertinent information on peer carriers' product offerings."

“My firm engaged Karen and her firm in 2011. Karen has been a pleasure to work with, very reliable, expert in her knowledge of life insurance products and trends, and providing a much-needed service to life insurance product developers around the industry. I can wholeheartedly endorsed Karen and her company.”

Tim P

We Understand

As life insurance industry experts, we understand one of the biggest challenges faced by those who manufacture and distribute life insurance products. TOO MUCH DATA and information, TOO LITTLE TIME to understand and analyze. We place accurate, meaningful data in the hands of our partners giving them an unparalleled competitive advantage.

A Competitive Advantage

To put it simply, we are an extension of your team. We remove the administrative aspects of data intelligence so you can focus on the strategy, and we create efficiencies in the process.
We asked our clients to tell us exactly how we help them, and these were some of their responses:

"LifeTrends is one of the smarter vendor resource decisions we have ever made."

"True partners."

"We see benchmarking and changes within 48 hours, versus 2 weeks to a month."

"Their information is consistently accurate."

"They are on top of all industry changes – all product changes."

"When a producer needs case design assistance, an internal case design person would have to run multiple illustrations, multiple carriers/software – timeframe could take 2 to 3 hours. With LifeTrends it only takes 30 seconds."

"We get information much sooner, and have 100% of the information."

"We position the data we receive from LifeTrends as our key competitive differentiator."

"They provide a resource that each partner truly believes is valuable."

"We look like heroes!"

Who We Serve

We partner with 28 of North America’s top Life Insurance Carriers.

AIG
Allianz
American National
Brighthouse Financial
Cincinnati Life
Columbus Life
Country Financial
Equitable Financial
F&G
Global Atlantic
Guardian
John Hancock
Lincoln
MassMutual
Mutual of Omaha
Nationwide Insurance
New York Life
Pacific Life
Penn Mutual
Principal
Protective
Prudential
Sammons
Securian
Security Mutual Life
Symetra
Thrivent
Transamerica

We partner directly with BGA’s (Brokerage General Agencies) and independent producer agencies.

Advisors Excel
Allegis Advisor Group
American Business
Brokers Clearing House
C3 Financial Partners
Concourse Financial Group
Dempsey Companies
DixonWells
Financial Independence Group
Independent Planners Group
Larry Gordon Agency
LPL Financial
Miami Life
Momentum Advanced Planning
One Resource Group
Premier
Shaw American Financial Group
The Cason Group
The Milner Group
Total Financial
ValMark Financial Group
Vanbridge

We strategically partner with one of the industry’s most respected Insurance Marketing Organizations (IMO’s).

AimcoR is a LifeTrends IMO Partner
If you are interested in partnering with LifeTrends, we want to hear from you.
How Can We Help?