The J.D. Power U.S. Annuity Study analyzes differences in Key Performance Indicator (KPI) impact and factor weights for high net worth individuals; explores the advisor-client relationship; and benchmarks the degree to which customers feel the annuity product meets their current and long-term needs.
Benefits
A subscription to this study gives you insights about critical elements of your business. The study results allow you to dive deeper into specific client segments and explore the advisor-client relationship with respect to the annuity product and perform cross industry comparison to wealth management products.
Experiences Explored
Overall customer satisfaction is based on performance in five factors (in alphabetical order):
- Communication
- Interaction
- Price
- Product Offerings
- Statements
Key Dates
Press Release & Award Information
J.D. Power will issue a national press release that will highlight key findings and trends from the study and include insurer rankings of the carriers included in the study that meet J.D. Power’s predetermined research criteria. The carrier that ranks highest and meets predetermined award criteria will have the opportunity to leverage their award publicly through the J.D. Power award licensing program, which requires subscribing to the study as a prerequisite.
Profiled Brands
2022 Brands Profiled
- AIG
- Allianz
- American Equity Investment Life Insurance
- Athene
- Brighthouse Financial
- Equitable
- Fidelity & Guaranty Life
- Jackson
- Lincoln Financial Group
- MassMutual
- Nationwide
- New York Life
- Pacific Life
- Prudential
- TIAA^
- Transamerica (AEGON)
^Brand is not rank eligible
2023 Brands Targeted to be Profiled
(final profiled list available upon study publication)
- AIG
- Allianz
- American Equity Investment Life Insurance
- Athene
- Brighthouse Financial
- Delaware Life
- Equitable
- Fidelity & Guaranty Life
- Global Atlantic
- Jackson
- Lincoln Financial Group
- MassMutual
- Midland National Life
- Nationwide
- New York Life
- Pacific Life
- Prudential
- RiverSource
- Security Benefit
- SILAC
- Symetra
- TIAA^
- USAA^
^Brand is not rank eligible
(Updated 4/3/2023)
Make decisions with confidence
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
Insurance Insights
Let's Connect!
J.D. Power studies, products, and services are available for purchase. If you’re interested in subscribing to a J.D. Power study or becoming a client, please fill out the form, and we'll be in touch. Questions? Click here to find the answers to frequently asked questions.
If you’ve received a J.D. Power survey and have questions or comments, please contact us here.
For all other inquiries, you can contact us here.