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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
Free report: Click image to view
Infographic:
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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
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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.
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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:
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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.