DSG-Network.com: RM2 Research Reports

2008 Retirement Income Products and Solutions Study

DSG's 9th Annual study on Retirement Income Products and Solutions has been expanded once again to cover recent product innovations and changing perspectives on the retirement income market from all areas of the financial services industry. Along with our mapping of the variable payout annuity "universe" and "Living Benefit" options, this year’s study covers other sources of retirement income such as fixed annuities and the new mutual fund retirement products. To enhance the survey results, the Study also includes findings from a select series of in-depth interviews with senior executives at a variety of firms to provide a strategic perspective on product innovation, future trends, and keys to success in this market.

Subscribers to this study will receive updated information on the current state of the Payout Annuity industry (fixed and variable); an examination of activities and trends within the retirement income market; a look at competitor products and strategies; and a better understanding of relevant efforts within the financial services arena (including insurance companies, mutual funds, asset management firms, etc.) to provide alternative income solutions.

Project Deliverables:

The study helps companies determine the state and direction of retirement income products and "benchmark" themselves against their competition. Topics include:

Retirement income product emphasis.
The use of variable payout annuities vs. a deferred annuity platform.
Sales data and innovation trends on living benefit riders, IVA and SPIA products.
Marketing practices and strategies.
Distribution channels.
New developments for providing income from other product lines, particularly new mutual fund offerings.
New products and product features.
Future expectations and trends.

The Study provides an enhanced understanding of the retirement income product business, the field of issuers and areas of primary focus, discussion of key product design features, and an examination of the marketing and distribution practices of participating respondents. Also included is a comparison with findings from previous surveys and studies as well as the outlook for retirement income products, based on the interviews with industry leaders.

Information from individual respondent companies is kept strictly confidential. The Retirement Income Product Survey Report consolidates the answers from respondents and the information is published on an aggregate basis.

Obtaining the Retirement Income Products & Solutions Report:

Through July 18th, special advance subscriptions to the Report will be available to participants in the survey, at a reduced rate.

For further information, please contact Borden Ayers by calling 610-989-1710, ext: 21 or by sending an e-mail to bordena@DSG-Network.com

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