Annuities

Annuity Research

Access the information and key benchmarks you need to grow your business. You will find actionable information on these products and more:

Developing and pricing products
Today’s changing consumers
Employer and employee perspectives and actions
Effective sales, sales processing, and service practices
Unbiased benchmarks

Featured Annuity Research

A Future View of U.S. Annuity Sales - Moving Forward With Momentum - U.S. Individual Annuity Market Forecast 2023–2027

This annual update of the U.S. Individual Annuity Forecast explores the future of individual annuity market — what is expected to happen with sales — and provides our members with a strategic starting point to plan and optimize their business strategies for the future.

Deferred Annuity Buyers and Non-Buyers

Learn investor attitudes, relationships with advisors, and feelings about the deferred annuity purchase process.

Latest Annuity Research

Annuity Product Selection Redux

May 26, 2023

Find out which deferred annuity products are favored by investors, and whether these preferences have shifted since 2021.

A Future View of U.S. Annuity Sales - Moving Forward With Momentum - U.S. Individual Annuity Market Forecast 2023–2027

Apr 25, 2023

A Deeper Dive: 2021 Income Annuity Market

Feb 1, 2023

Take a deeper dive into income annuities which offer the most efficient income streams with the use of mortality credits for guaranteed lifetime income.

Deferred Annuity Buyers and Non-Buyers

Nov 16, 2022

Learn investor attitudes, relationships with advisors, and feelings about the deferred annuity purchase process.

A Deeper Dive: Annuity Sales Series

Nov 16, 2022

Take a deeper dive into which features were selected with annuity products in 2021.

The Facts of Life and Annuities: 2022 Update

Oct 21, 2022

This compilation of key facts from LIMRA and other sources can be used to educate people about the value of life insurance and annuities.

Annuity Benchmark Studies

U.S. Individual Annuity Market

May 11, 2023

Benchmark sales, persistency, analysis, and outlook for a range of annuity products, reported by distribution channels and market types.

Canadian Individual Annuities

Mar 14, 2023

Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province.

Group Annuity Risk Transfer

May 22, 2023

Understand the trends from the quarterly sales, asset, and contract data in the group annuity risk transfer market.

Retirement

Help consumers advance retirement readiness with unbiased and actionable information and insights.

Consumer/Advisor Retirement Studies

Gain an edge in today's annuity and individual retirement marketplace.

Institutional Retirement

Get the facts on today's institutional retirement market.

AnnuityCompass

Tap into the power of the industry’s first database of annuity buyers and owners.

Annuity Interest Rates Service

Learn the latest money interest rate sheets for U.S. annuity writers.

Related On-Demand Webinars

Watch anytime, anywhere

The Annuity INSIDER Report April 2023

4/13/2023 12 - 1 p.m. EDT

2022 was a record year in many aspects of individual annuity sales. Please join Todd Giesing & Teddy Panaitisor for a year in review of the individual annuity market and highlights on what drove the individual annuity market to all-time sales levels.

The Annuity INSIDER Report

12/13/2022 12 - 1 p.m. EDT

The conditions have been ripe for the individual annuity market, and the momentum continued into the third quarter. Please join Todd Giesing and Teddy Panaitisor to review what fueled the continued sales momentum and our expectations for the future.

The Annuity INSIDER Report, September 2022

9/15/2022 12 - 1 p.m. EST

Please join Todd Giesing & Teddy Panaitisor to see how the individual annuity market faired, and our updated expectations for 2022.

The Annuity INSIDER Report

6/16/2022 12 - 1 p.m. EDT

Please join Todd Giesing & Teddy Panaitisor to see how the individual annuity market faired, and our updated expectations for 2022.

The Annuity INSIDER Report

4/14/2022 12 - 1 p.m. EDT

Please join Todd Giesing & Teddy Panaitisor for a fourth quarter & full year 2021 review of the individual annuity market.

The Annuity INSIDER Report - December 2021

12/16/2021 12 - 1 p.m. EST

As we entered the second quarter, the industry continued to face have challenges and opportunities. Please join Todd Giesing and Teddy Panaitisor to see how the annuity market fared and the key drivers of growth.

The Annuity INSIDER Report - October 2021

10/14/2021 12 - 1 p.m. EDT

The Evolution of the Annuity Market: Entering the New Normal

6/30/2021 1 - 2 p.m. EDT

As vaccines rollout at a rapid pace in the U.S., we are entering a new normal. Please join Teddy Panaitisor and Todd Giesing for a look at the new normal for the individual annuity market, and where Secure Retirement Institute is forecasting sales to go.

The Annuity INSIDER Report - June 2021

6/24/2021 12 - 1 p.m. EDT

Please join Teddy Panaitisor & Todd Giesing to see the impact these factors had on first quarter annuity sales, and a vison of the future for the annuity market.

The Annuity INSIDER Report - April 2021

4/14/2021 12 - 1 p.m. EDT

Todd Giesing and Teddy Panaitisor presented a 2020 annuity market year in review and included expectations for the individual annuity market moving forward.

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