Engage mutual is asking advisers and brokers to give feedback on their offering as they merge with Family Investments.
The merger was approved by members in December 2014, and will create one of the UK's biggest mutuals with over two million customers.
The mutual is asking for feedback on its product offer, marketing, sales, service, quality and commercial considerations.
There is also a budget earmarked for putting the recommendations into action, and Trinity McQueen has been commissioned to conduct the research.
Later this month the next phase of its Stop.Think adviser marketing campaign will be launched, highlighting features of Engage Mutual's offering.
Stuart Tragheim , sales director at Engage Mutual, said: "We have had our best premium year ever for over 50s life cover, thanks largely to our intermediary colleagues and we want to take that success through to the new company."
"We have earmarked a sizeable budget to incorporate any good suggestions based on intermediary feedback into an extensive programme of activity and we've also recruited new marketing talent who will implement it as part of their role
"As our adviser colleagues will know, we have a history of consultation among them and then implementing changes, so this is no empty gesture."
He added: "We see this as the ideal time for us to canvas our adviser community once again on how we have served them as a provider and will use that to help shape our over 50s offer going forward, looking at everything from price and product benefits to our service and quality."
