Annuities:
Products Promoting Saving for Retirement
Recently Released!!!
Date Published: May 13, 2024
Summary PowerPoint Deck: 365 Slides
Reference PowerPoint Deck: 1,890 Slides
The purpose of this research is to provide readers with a comprehensive understanding of annuities, including variable annuities, fixed annuities, & registered indexed linked annuities (RILAs). This research is part of Tiburon's broader coverage of life insurance & annuities, its even broader coverage of life & health insurance products, its even broader coverage of insurance products, and its even broader wealth & investment management products and services.
This research defines distinct product segments of annuities, including:
Date Published: May 13, 2024
Summary PowerPoint Deck: 365 Slides
Reference PowerPoint Deck: 1,890 Slides
The purpose of this research is to provide readers with a comprehensive understanding of annuities, including variable annuities, fixed annuities, & registered indexed linked annuities (RILAs). This research is part of Tiburon's broader coverage of life insurance & annuities, its even broader coverage of life & health insurance products, its even broader coverage of insurance products, and its even broader wealth & investment management products and services.
This research defines distinct product segments of annuities, including:
- Variable Annuities
- Traditional Variable Annuities
- Registered Indexed Linked Annuities (RILAs)
- Fixed Annuities
- Fixed-Rate Deferred Annuities
- Traditional Fixed Annuities
- Multi-Year Guaranteed Annuities (MYGAs)
- Single Premium Immediate Annuities (SPIAs)
- Deferred Income Annuities (DIAs)
- Fixed Index Annuities
- Fixed-Rate Deferred Annuities
- Group Sales
- Individual Sales
- Insurance Agents
- Non-Insurance Agent Financial Advisor Channels
- Online Distribution (InsurTech)
- Moderate Market Growth
- Fastest Growth in Fixed Annuities & Registered Index Linked Annuities (RILAs)
- Short-Term Interest Rate Normalization to Impact Annuity Sales
- Annuities Niche Opportunities (Fee-Based Annuities, Longevity Insurance, & Structured Settlements)
- Increasing Dominance of Individual Annuities
- Increasing Role of Other Non-Insurance Agent Financial Advisor Channels
- Long-Term Potential of In-Plan Annuities and Nearer-Term 401K Rollover Opportunities
- Decline in Wholesaling Models & Increasing Outsourced Distribution Models, Including Independent Marketing Organizations (IMOs)
- Challenging International (Non-United States) Market Due to Underwriting Requirements
- Greatest Opportunities for Private Equity Backed Carriers & Technology Adopters
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
