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U.S. Annuity Markets 2021

Acclimating to Industry Trends and Changing Demand

Evaluate. Plan. Act.

  • Understand the need for new fee-based annuity concepts as advisors and clients continue to move away from traditional variable annuities
  • Analyze registered index-linked annuities (RILAs) and fixed-indexed annuities (FIAs), as well as the potential impact to competing annuity concepts and benefits
  • Strategize for new distribution opportunities and platforms as VA sales continue to decline across traditional annuity users and channels
  • Uncover balancing demand for designing attractive annuity guarantees and unpredictable regulatory changes, specifically on the individual state level


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Report US Investment Consultants 2020 Detail

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Ryan Hanratty

Ryan Hanratty

Account Specialist


This report examines the retail annuity industry, emphasizing annuity distribution, product development, product positioning, and asset management. Perspective is offered from multiple points of view, including investors, advisors, insurance companies, variable annuity (VA) sales professionals, and asset managers.

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Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.

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