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A Deeper Dive: Annuity Sales Series

Roger Aucoin 5/12/2025

Take a deeper dive into which features were selected with annuity products including product sales, crediting methods, income protection, and more.

Summary

Gain deeper insights into the annuity market, including product sales trends, available offerings, crediting strategies, diverse index allocation options, and income protection features.
 
To provide a clearer picture of the current landscape, LIMRA conducted a comprehensive survey of its member companies.​

No part of any report may be reproduced or translated without written permission from LIMRA. Please contact Customer Service for further information.

Reports in the Series

A Deeper Dive: 2023 Traditional Variable Annuity Market

May 12, 2025

Take a deeper dive into which features (such as durations, and more) were selected in a variable deferred annuity products in 2023.

A Deeper Dive: 2023 Income Annuity Market

Apr 30, 2025

Take a deeper dive into which features were selected for income annuity products in 2023.

A Deeper Dive: 2023 Fixed-Rate Deferred Annuities

Apr 7, 2025

Take a deeper dive into which features were selected in fixed-rate deferred annuity products in 2023.

A Deeper Dive: 2023 Fixed Indexed Annuity Sales

Feb 25, 2025

Take a deeper dive into which features were selected in fixed indexed annuity products in 2023.

A Deeper Dive: 2023 Registered Index-Linked Annuity Sales

Mar 6, 2025

Take a deeper dive into the features selected in registered index-linked annuity products in 2023.

Related 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.

Canadian Individual Annuities

Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province. New Q3 2024 data.

U.S. Individual Annuity Market

Access your one-stop shop for U.S. annuity sales data — benchmark sales and analysis for a range of annuity products, reported by distribution channels and market types. New Q4 2024 Glimpse.

U.S. Individual Annuity Yearbook

How did sales of individual annuities fare in 2023? Read the most comprehensive overview and gain insights to the key factors impacting the individual annuity market.

Meet the Project Director

Roger Aucoin

Roger Aucoin has over 20 years of experience working in the annuity industry and joined LIMRA in 2023. He now collaborates with industry members and colleagues to help provide insights. Roger received a bachelor’s degree in legal studies from the University of Massachusetts.


Senior Research Analyst, Annuity Research
LIMRA and LOMA
raucoin@limra.com


For more information, please contact raucoin@limra.com.

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