Cerulli’s annuity and insurance practice evaluates the development and distribution of retail annuity, life, and long term care products, with an emphasis on the variable annuity market. It examines the synergies between insurance product development, asset management, and distribution, and provides practical strategies for firms to generate real and sustainable growth. Topics covered include product development, subadvisory, advisor segmentation, expense management, and trends such as retirement income.

Data is derived from our annual surveys of insurance firms, asset managers, distributors, and financial advisors.