Rising interest rates and extreme market volatility are creating a boon for annuity providers. Following a record sales year in 2022, annuities are poised to capture an even greater slice of investors’ dollars as they seek stability in their portfolios. Yet the rising tide is not necessarily lifting all boats, as annuity providers find themselves in an intense competitive battle for advisors’ attention.
Annuity Brandscape tracks the attitudes and behaviors of advisors who manage annuities for retail clients. This report provides a holistic view of the annuity landscape including practice models, product usage, brand perceptions and user experience—information that is paramount when making strategic decisions regarding future product development, branding, communication strategies, client engagement efforts and more.
The report will enable subscribers to:
Inform Strategic Decisions
Get a holistic view of the annuity landscape to inform your strategic decisions and product development
Track Competitors
Benchmark performance against your competitors to improve differentiated positioning
Identify Unmet Needs
Pinpoint the most lucrative areas for new product development
Financial Advisors
Brandscape Metrics—40+ Annuity Providers
Publication Date: November 2023
Deliverables: