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