Annuity Market Assessment 

Market Intelligence that Helps Sell Annuities

Predictive analytics are designed around the ultimate source of annuity production: Today's annuity buyer. This enables marketers and distributors to identify and manage relationships that have the capacity and market position to deliver production gains quarter-to-quarter:  

    1. What is the underlying annuity 
        production potential for:

         - An advisor's practice
         - A distributor's advisor network
         - A territory or geographic market

    2. Which territories, distributors, and 
        advisors have markets that:

         - Have immediate growth potential for                                annuity products?
         - Have high potential markets that are highly 
           competitive?

    3. Provide a framework for marketing, distribution
        leadership, and wholesalers to allocate, 
        target, and monitor:

         - Products, production, and share by:

               - Relationships               - Geographic markets

         - Marketing program performance and ROI

    4. Facilitate online and offline investor targeting to         drive leads to advisors and increase 
        engagement

Advisor Annuity Market Dashboard

Click to use interactive dashboard

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Free report: Click image to view

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Solutions are available for enterprises and independent advisors.  Contact IAP to discuss 
your objectives and how the market intelligence can help sell more annuities.