ID Trends Winter 2021 ID Trends Winter 2021 | Page 26

26 ID Trends NAILBA
Annuity Trends from page 24
How often sold FIAs over past two years , by channel
2 %
14 %
17 %
15 %
29 %
32 %
34 %
30 %
33 %
33 %
39 %
SOLD EXTENSIVELY
29 %
24 %
27 %
SOLD OCCASIONALLY
SOLD RARELY
NEVER SOLD
36 %
23 % 29 %
17 %
12 %
25 %
Full-service National B-D
Independent B-D
Independent Financial Advisor
Independent Agent
All channels
Based on 532 advisors who sell annuities . “ All channels ” includes 23 bank representatives .
One-year sales expectation for fixed indexed annuities , by channel
1 %
16 %
4 %
4 %
13 %
6 %
26 %
22 %
28 %
48 %
SIGNIFICANTLY HIGHER
68 %
57 %
56 %
54 %
SOMEWHAT HIGHER
ABOUT THE SAME
SOMEWHAT LOWER
34 %
SIGNIFICANTLY LOWER
4 %
11 %
Full-service National B-D
6 %
7 %
Independent B-D
11 %
7 %
Independent Financial Advisor
3 %
2 %
Independent Agent
6 %
6 %
All channels
Based on 402 advisors who have sold FIAs in the past two years . Results for independent financial advisor channel based on low sample size ( n = 45 ). “ All channels ” includes 21 bank representatives .