Annuity providers are facing unprecedented challenges as the demand for retirement income solutions accelerates and traditional product pricing structures come under increasing scrutiny. Even traditional distribution models are facing disruption as multiple online platforms now enable consumers to compare annuity product features and even buy direct without the involvement of a financial advisor.
Annuity Brandscape tracks the attitudes and behaviors of advisors who manage annuities for retail clients as well as the viewpoint of affluent investors themselves. 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. Combining the perspectives of financial advisors and affluent investors, this report is the leading industry benchmark for the nation’s top annuity providers.
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
Benchmark performance against your competitors to improve differentiated positioning
Identify Unmet Needs
Pinpoint the most lucrative areas for new product development
Brandscape Metrics—40+ Annuity Providers
Publication Date: November 2022