U.S. Annuity Markets 2019: Adapting to Financial Advisory Trends

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This report is the 13th iteration of an annual series. The study is an outcome of ongoing research and analysis of the retail annuity marketplaces by Cerulli. The report focuses on three key areas—distribution, product development, and asset management opportunities. This report leverages Cerulli’s continuous analysis of variable and fixed annuities, including fixed-indexed, fee-based, and structured annuities (i.e., index-linked annuities), as well as the insurance subadvisory marketplace. Exhibits highlight key data and commentary, including the important tactical ramifications for insurers, asset managers, and wealth managers servicing the insurance market.

Reasons To Purchase:
  • Understand how insurers are adapting to consumers’ retirement needs and how these products are perceived among advisors and broker/dealer (B/D) decision-makers
  • Learn which intermediary channels remain insurers’ greatest opportunities
  • Review the opportunities for third-party managers as variable annuity (VA) sales remain far below historical highs
  • Analyze the advisory practice-level trends that are creating the greatest opportunities and challenges for the annuity industry
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