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  • FIRST QUARTER 2021 ANNUITY SALES

    June 28, 2021 by Sheryl J. Moore

    Deferred Annuity Sales

    Total 1Q2021 deferred annuity sales were $58,167,100,339. First quarter deferred annuity sales were up more than 3% when compared to the previous quarter and were up more than 10% when compared to the same period last year. Deferred annuities include sales of fixed, indexed, and multi-year guaranteed deferred annuities.

    Non-Variable Deferred Annuity Sales

    Sales of non-variable deferred annuities for the first quarter of 2021 were $28,093,427,358. First quarter non-variable deferred annuity sales were down nearly 3% when compared to the previous quarter, and up nearly 6% when compared to the same period last year. Non-variable deferred annuities include sales of fixed, indexed, and multi-year guaranteed deferred annuities

    Variable Deferred Annuity Sales

    Total 1Q2021 variable deferred annuity sales were $30,073,672,981. First quarter variable deferred annuity sales were up more than 9% when compared to the previous quarter, and up nearly 18% when compared to the same period last year. Variable deferred annuities include sales of structured and variable deferred annuities.

     

    Indexed Annuity
    Sales for the first quarter of 2021 were $14,414 million, compared with sales of $16,425 million for the first quarter of 2020. First quarter indexed annuity sales were down more than 4% when compared to the previous quarter, and down more than 12% when compared to the same period last year.

    Total 1Q2021 indexed annuity sales were $14,414,032,838.

     

    THE TOP TEN INDEXED ANNUITY CARRIERS FOR THE FIRST QUARTER OF 2021:

    1. Athene USA
    2. AIG
    3. Allianz Life
    4. Fidelity & Guaranty Life
    5. Sammons Financial Companies
    6. Global Atlantic Financial Group
    7. SILAC Insurance Company
    8. American Equity Companies
    9. Security Benefit Life
    10. Great American Life

     

    AVERAGE COMMISSION:
    The indexed annuity commission received by the agent averaged 5.64% of premium for the first quarter of 2021; a trend that is up 0.06% from prior quarter.

     

    LEADERS BY CHANNEL:
    Bank- AIG

    Career- CNO Companies

    Direct Response- N/A

    Independent Agent- Athene USA

    Independent Broker Dealer- Sammons Financial Companies

    National Broker Dealer- Protective Life Companies

    Registered Investment Advisor- Great American Life

     

     

    TOP SELLING PRODUCTS BY CHANNEL: 
    Overall- Allianz Life Allianz Benefit Control Annuity

    Bank- American General Power Index 5 Plus Annuity

    Career- Bankers Life & Casualty Guaranteed Lifetime Income Annuity

    Direct Response- N/A

    Fee-Based Overall- American General Power Index Advisory IA

    Independent Agent- Allianz Life Allianz Benefit Control Annuity

    Independent Broker Dealer- Allianz Life Allianz Benefit Control Annuity

    National Broker Dealer- American General Power Index 5 Plus Annuity

    Registered Investment Advisor- Great American Index Protector 5 MVA

     

     

    Fixed Annuity
    Sales for the first quarter of 2021 were $477 million, compared to sales of $691 million for the first quarter of 2020. First quarter fixed annuity sales were up nearly 1% when compared to the previous quarter, and down 31% when compared with the same period last year.

     

    Total 1Q2021 fixed annuity sales were $477,050,388.

     

    THE TOP TEN FIXED ANNUITY CARRIERS FOR THE FIRST QUARTER OF 2021:

    1. Modern Woodmen of America
    2. Global Atlantic Financial Group
    3. Jackson National Life
    4. EquiTrust
    5. Brighthouse Financial
    6. American National
    7. AIG
    8. OneAmerica
    9. Great American Life
    10. National Life Group

     

    AVERAGE COMMISSION:
    The fixed annuity commission received by the agent averaged 5.71% of premium for the first quarter of 2021; a trend that is up 1.22% when compared to last quarter.

     

     

    LEADERS BY CHANNEL:
    Bank- OneAmerica

    Career- Modern Woodmen of America

    Direct Response- AIG

    Independent Agent- EquiTrust

    Independent Broker Dealer- Brighthouse Financial

    National Broker Dealer- Global Atlantic Financial Group

    Registered Investment Advisor- N/A

     

    TOP SELLING PRODUCTS BY CHANNEL:
    Overall- Forethought Life ForeCare Fixed Annuity

    Bank- Forethought Life ForeCare Fixed Annuity

    Career- Bankers Life & Casualty Bonus Annuity

    Direct Response- N/A

    Fee-Based Overall- N/A

    Independent Agent- EquiTrust ChoiceFour with Liquidity Rider

    Independent Broker Dealer- Forethought Life ForeCare Fixed Annuity

    National Broker Dealer- Forethought Life ForeCare Fixed Annuity

    Registered Investment Advisor- N/A

     

     

     

     

     

     

    Multi-Year Guaranteed Annuity
    Sales for the first quarter of 2021 were $13,202 million, compared with sales of $9,968 million for the first quarter of 2020. First quarter MYGA sales were down less than 1% when compared to the previous quarter, and up more than 32% when compared to the same period last year.

     

    Total 1Q2021 MYGA sales were $13,202,344,132.

     

    THE TOP TEN MYGA CARRIERS FOR THE First QUARTER OF 2021:

    1. New York Life
    2. American Equity Companies
    3. Global Atlantic Financial Group
    4. Symetra Financial
    5. AIG
    6. Western-Southern Life Assurance Company
    7. Fidelity & Guaranty Life
    8. Sammons Financial Companies
    9. Great American Life
    10. Prosperity Life Insurance Group

     

    AVERAGE COMMISSION:
    The multi-year guaranteed annuity commission received by the agent averaged 1.97% of premium for the first quarter of 2021; a decline of 0.23% from last quarter.

     

     

    LEADERS BY CHANNEL:
    Bank- Global Atlantic Finanical Group

    Career- New York Life

    Direct Response- N/A

    Independent Agent- American Equity Companies

    Independent Broker Dealer- American Equity Companies

    National Broker Dealer- New York Life

    Registered Investment Advisor- Security Benefit Life

     

    TOP SELLING PRODUCTS BY CHANNEL:
    Overall- Eagle Life Eagle Guarantee Focus 3

    Bank- Forethought Life SecureFore 5 Fixed Annuity

    Career- Prudential Annuities Prudential Fixed Annuity with Daily Advantage Income Benefit

    Direct Response- N/A

    Fee-Based Overall- Security Benefit Life Advanced Choice Annuity 4-Year

    Independent Agent- American Equity GuaranteeShield 3

    Independent Broker Dealer- Eagle Life Eagle Guarantee Focus 3

    National Broker Dealer- Western-Southern Life SmartSelect 3-Year

    Registered Investment Advisor- Security Benefit Life Advanced Choice Annuity 4-Year

     

    Structured Annuity

    Sales for the first quarter of 2021 were $9,052 million compared with sales of $4,873 million for the first quarter of 2020. First quarter structured sales were up nearly 8% when compared to the previous quarter, and up nearly 86% when compared to the same period last year. This was a record-setting quarter for structured annuity sales, topping the prior 4Q2020 record by nearly 8%.

    Total 1Q2021 structured annuity sales were $9,052,436,355.

    THE TOP TEN STRUCTURED ANNUITY CARRIERS FOR THE FIRST QUARTER OF 2021:

    1. Equitable Financial
    2. Prudential
    3. Allianz Life
    4. Lincoln National Life
    5. Brighthouse Financial
    6. RiverSource Life
    7. CUNA Mutual Life
    8. Athene USA
    9. Nationwide
    10. Great American Life

     

    LEADERS BY CHANNEL:
    Bank- Equitable Financial

    Career- RiverSource Life

    Direct Response- N/A

    Independent Broker Dealer- Allianz Life

    National Broker Dealer- Allianz Life

    Registered Investment Advisor- Lincoln National Life

     

    TOP SELLING PRODUCTS BY CHANNEL: 
    Overall- Pruco Life Prudential FlexGuard Indexed Variable Annuity

    Bank-  Equitable Financial Structured Capital Strategies Plus

    Career- RiverSource Life Structured Solutions 6-Year

    Direct Response- N/A

    Fee-Based Overall- N/A

    Independent Broker Dealer- Pruco Life Prudential FlexGuard Indexed Variable Annuity

    National Broker Dealer- Allianz Life Allianz Index Advantage

    Registered Investment Advisor- Lincoln National Life Lincoln Level Advantage Advisory

     

     

    Variable Annuity

    Sales for the first quarter of 2021 were $21,021 million, compared with sales of $20,744 million for the first quarter of 2020. First quarter variable annuity sales were up nearly 10% when compared to the previous quarter, and up over 1% when compared to the same period last year.

    Total 1Q2021 variable annuity sales were $21,021,236,626.

     

    THE TOP TEN Variable CARRIERS FOR THE First QUARTER OF 2021:

    1. Jackson National Life
    2. Nationwide
    3. Equitable Financial
    4. Lincoln National Life
    5. Pacific Life Companies
    6. New York Life
    7. AIG
    8. RiverSource Life
    9. Thrivent Financial
    10. Fidelity Investments

     

     

    LEADERS BY CHANNEL:
    Bank- Jackson National Life

    Career- Equitable Financial

    Direct Response- Fidelity Investments

    Independent Broker Dealer- Jackson National Life

    National Broker Dealer- Jackson National Life

    Registered Investment Advisor- Lincoln National Life

     

    TOP SELLING PRODUCTS BY CHANNEL: 
    Overall- Jackson National Perspective II Flexible Premium Variable & Fixed Deferred Annuity

    Bank- Jackson National Perspective II Flexible Premium Variable & Fixed Deferred Annuity

    Career- Equitable Financial Equi-Vest

    Direct Response- Fidelity Fidelity Personal Retirement Annuity

    Fee-Based Overall- Fidelity Fidelity Personal Retirement Annuity

    Independent Broker Dealer- Jackson National Perspective II Flexible Premium Variable & Fixed Deferred Annuity

    National Broker Dealer- Jackson National Perspective II Flexible Premium Variable & Fixed Deferred Annuity

    Registered Investment Advisor- Pacific Life Pacific Odyssey Variable Annuity

     

     

     

     

    Wink anticipates compiling second quarter, 2021’s sales with a release date of August 2021.

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