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U.S. Annuity Markets 2022

Developing Solutions for Changing Demand

Evaluate the retail annuity industry from every point of view

  • Assess how larger trends across the wealth management industry, including consolidation, financial planning, and advisory business, are impacting product and distribution strategies
  • Evaluate how fee-based and fee-only practices are outsourcing annuity recommendations and sales to third-party insurance platforms

  • Review updated sales projections by annuity type, including registered-indexed linked annuities

  • Size the population of advisors that are licensed and actively selling annuities, by intermediary channel


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Report US Investment Consultants 2020 Detail

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Ryan Hanratty

Ryan Hanratty

Account Manager


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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Executive Summary

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