Escalent
Escalent
Cogent Syndicated

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.

Value

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

Methodology

  • Web-based survey
  • 500 financial advisors

Areas of Inquiry

Financial Advisors

  • Annuity producer profile
  • Channel
  • AUM
  • Compensation structure
  • Current and future annuity usage and allocation
  • Retail client profile
  • Approach to generating retirement income for clients
  • Reasons for selling annuities
  • Recall of marketing and wholesaler interactions

Brandscape Metrics—40+ Annuity Providers

  • Unaided consideration
  • Overall awareness
  • Brand impression
  • Overall consideration
  • Drivers of consideration and association with key brand imagery
  • Brand equity
  • Penetration
  • Loyalty (NPS)

Subscription Details

Publication Date: November 2023
Deliverables:

  • Printed report with product and brand analysis, commentary and strategic implications
  • Strategy session and presentation designed to deliver actionable results and facilitate strategic planning
  • Custom data cuts and survey work by senior analysts available

Investment: $25,000

Annuity Brandscape_2023 Fact Sheet
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