Annuity Market Assessment 

Sales & 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

Advisor Annuity Market Dashboard

Click to use interactive dashboard

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Free report: Click image to view

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Infographic:
2014's Annuity Market Segments & Growth

Click image to view

Annuity Market Assessment integrates IAP's Empirics metrics and DTCC's annuity inflow data to provide new marketing and wholesaling solutions. 

Analytics that Support Leadership, Marketing, Wholesaling, and Producers

Annuity Market Assessment provides a new way to analyze and segment markets: The focus is on the size of the production potential and the industry's market penetration, not historical market share. 

ADVISORS
Click here for information about
practice-level solutions

The data readily integrates with existing wholesaling and marketing solutions, and CRM such as SalesForce.  Wholesalers gain localized intelligence to partner with each producer/advisor:

Market
   
Manage         

Recruit        
Target         

Compete

- Broker dealers gain new branch-level business development intelligence
   
- Marketing obtains new information on immediate opportunities and challenges
- Relationship management gains intelligence on distribution potential/performance

- Producers that have the position and retail markets that can deliver

- Producers with market-relevant content that build brands and relationships
- Retail investors online/offline to drive prospects to your firm's advisors/producers

- Ongoing market intelligence provides the new playbook for annuity production

Contact IAP to discuss your annuity marketing programs and objectives, and how our new solution can provide impact in a matter of weeks.