ID Trends Winter 2021 ID Trends Winter 2021 | Page 28

28 ID Trends NAILBA
Annuity Trends from page 27
Agreement with “ Insurance companies have not ‘ made the case ’ for fee-based annuity products ,” by channel
38 %
8 %
30 %
48 %
13 %
35 %
61 %
15 %
46 %
56 %
13 %
43 %
49 %
12 %
37 %
STRONGLY AGREE
SOMEWHAT AGREE
Full-service National B-D
Independent B-D
Independent Financial Advisor
Independent Agent
All channels
Based on 501 advisors . “ All advisors ” includes 22 bank representatives .
Agreement with “ I am very interested in selling fee-based annuity products ,” by channel
50 %
55 %
14 % 22 %
56 %
18 %
36 %
5 %
51 %
16 %
36 %
33 % 38 % 31 % 35 %
STRONGLY AGREE
SOMEWHAT AGREE
Full-service National B-D
Independent B-D
Independent Financial Advisor
Independent Agent
All channels
Based on 501 advisors . “ All advisors ” includes 22 bank representatives .
Ever sold fee-based annuity products , by channel
51 %
35 %
34 %
20 %
Independent Financial Advisor or Planner
Full-service National BD Rep
Independent BD Rep
Independent Insurance Agent / Broker