Annuity Industry Survey 2024: Driving Retirement Outcomes

Annuity Industry Survey 2024: Driving Retirement Outcomes

Preparing for retirement can be a bumpy road even in the best of times. Yet in a year like 2024 – with heightened inflation, US political election noise, geopolitical uncertainties and structural shifts driven by technological advancements – the obstacles may be greater than ever.

In our fourth annual Annuity Industry Survey, Driving Retirement Outcomes, we seek to uncover how insurance carriers are embracing these conditions to help the retirement journey for their clients. Through a combination of adaptability, resilience and innovation, respondents continue to tactically drive the long-term goals of the investors they serve.   

This Survey gathers insights from 150 US industry participants and aims identify market trends and uncover emerging product and distribution themes.

The findings are grouped into four key areas  

  1. Macro (Rear) Views and Outlook Ahead
  2. Product Vehicles and Implementation
  3. Shifting Industry Trends
  4. Retirement Income Inroads
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Annuity Industry Survey 2024: Driving Retirement Outcomes
In our fourth annual Annuity Industry Survey, we seek to uncover how insurance carriers are embracing these conditions to help the retirement journey for their clients.
annuity industry survey 2024: driving retirement outcomes
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Risk considerations and disclosures

Views expressed discussed are those of 150 survey respondents, compiled by Goldman Sachs Asset Management as of April 24, 2024. Responses were collected from March 27, 2024 – April 24, 2024.

Views expressed discussed are those of survey respondents, compiled by Goldman Sachs Asset Management between March 27, 2024 – April 24, 2024.

This material is provided for educational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities.

Views and opinions expressed are for informational purposes only and do not constitute a recommendation by Goldman Sachs Asset Management to buy, sell, or hold any security. Views and opinions are current as of the date of this presentation and may be subject to change, they should not be construed as investment advice.

THIS MATERIAL DOES NOT CONSTITUTE AN OFFER OR SOLICITATION IN ANY JURISDICTION WHERE OR TO ANY PERSON TO WHOM IT WOULD BE UNAUTHORIZED OR UNLAWFUL TO DO SO.

This material is provided for informational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities. This material is not intended to be used as a general guide to investing, or as a source of any specific investment recommendations, and makes no implied or express recommendations concerning the manner in which any client’s account should or would be handled, as appropriate investment strategies depend upon the client’s investment objectives.

In the United States, this material is offered by and has been approved by Goldman Sachs Asset Management, L.P., which is a registered investment adviser with the Securities and Exchange Commission.

Compliance code: 371955-OTU-2036472
Date of first use: June 05, 2024