MarketVision for Annuities
Market Share Analysis of Annuity Sales
MarketVision for Annuities provides peer group analysis for organizations offering annuity sales. It is available exclusively to firms that are part of the IXI Network.
It is best used for market sizing and share vs. peer group and to assess firm performance in capturing new annuity sales. It can also be used for territory planning and sales force management.
Key Differentiators of MarketVision for Annuities
1. Based on Foundation of Direct-Measured Sales
- Based on over $500 billion of directly measured variable annuity assets including nearly $100 billion in direct-measured annual variable annuity sales collected from the nation’s leading variable annuity issuers, including the top 15 in the industry
- Represents over 90% of all variable annuity sales
- Relies on the only database that directly measures Annuity Sales, Assets Under Management, and Flow throughout the U.S. by distribution channel and by any geographic area desired down to the ZIP Code level
2. Uncovers Hot Markets
- Finds geographies with significant new sales
- Allows firms to effectively allocate their sales resources in order to better penetrate high potential territories
- Determines which channels are performing well for which wholesalers
3. Tracks Performance Over Time
- Reports market share, market size, market growth, and growth in share for new sales, existing annuity assets under management, and initial premium flow
- Quarterly updates enable superior performance tracking share of new sales
- Shows which wholesalers are performing above average or below average
4. Custom Sales Tracking
- Assess market size and share with considerable detail by:
- Standard geographies or custom territory (down to ZIP Code level)
- Custom distribution channel
- Product type
- Contract size
5. Easy to Apply
- MarketVision for Annuities sales figures are available for any standard or custom geography