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  • SECOND QUARTER 2021 ANNUITY SALES

    September 29, 2021 by Sheryl J. Moore

    Deferred Annuity Sales

    Total 2Q2021 deferred annuity sales were $64,492,263,828. Second quarter deferred annuity sales were up nearly 11% when compared to the previous quarter and up more than 40% 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

     Total 2Q2021 non-variable deferred annuity sales were $31,570,019,471. Second quarter non-variable deferred annuity sales were up more than 11% when compared to the previous quarter, and up more than 22% 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 2Q2021 variable deferred annuity sales were $32,922,244,357. Second quarter variable deferred annuity sales were up more than 9% when compared to the previous quarter, and up nearly 64% when compared to the same period last year.  Variable deferred annuities include sales of structured and variable deferred annuities.

     

     

     

    Indexed Annuity
    Sales for the second quarter of 2021 were $16,673 million, compared with sales of $12,832 million for the second quarter of 2020. Second quarter indexed annuity sales were up nearly 15% when compared to the previous quarter, and up nearly 30% when compared to the same period last year.

    Total 2Q2021 indexed annuity sales were $16,673,58,629.

     

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

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

     

    AVERAGE COMMISSION:
    The indexed annuity commission received by the agent averaged 5.65% of premium for the second quarter of 2021; a trend that is up 0.01% from prior quarter.

     

    LEADERS BY CHANNEL:
    Bank- AIG

    Career- CNO Companies

    Direct Response- N/A

    Independent Agent- Allianz Life

    Independent Broker Dealer- Sammons Financial Companies

    National Broker Dealer- AIG

    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- Security Benefit Life ClearLine Annuity

    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 second quarter of 2021 were $462 million, compared to sales of $425 million for the second quarter of 2020. Second quarter fixed annuity sales were down more than 3% when compared to the previous quarter, and up nearly 9% when compared with the same period last year.

     

    Total 2Q2021 fixed annuity sales were $462,009,654.

     

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

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

     

    AVERAGE COMMISSION:
    The fixed annuity commission received by the agent averaged 5.77% of premium for the second quarter of 2021; a trend that is up 0.06% when compared to last quarter.

     

    LEADERS BY CHANNEL:
    Bank- OneAmerica

    Career- Modern Woodmen of America

    Direct Response- AIG

    Independent Agent- Jackson National Life

    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 second quarter of 2021 were $14,434 million, compared with sales of $12,524 million for the second quarter of 2020. Second quarter MYGA sales were up nearly 9% when compared to the previous quarter, and up more than 15% when compared to the same period last year.

     

    Total 2Q2021 MYGA sales were $14,434,420,188.

     

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

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

     

    AVERAGE COMMISSION:
    The multi-year guaranteed annuity commission received by the agent averaged 1.87% of premium for the second quarter of 2021; a decline of 0.10% from last quarter.

     

    LEADERS BY CHANNEL:
    Bank- Global Atlantic Financial Group

    Career- New York Life

    Direct Response- N/A

    Independent Agent- Oceanview Life and Annuity Company

    Independent Broker Dealer- Global Atlantic Financial Group

    National Broker Dealer- Massachusetts Mutual Life Companies

    Registered Investment Advisor- Security Benefit Life

     

    TOP SELLING PRODUCTS BY CHANNEL:
    Overall- Massachusetts Mutual Life Stable Voyage 3-Year

    Bank- Forethought Life SecureFore 5 Fixed Annuity

    Career- Farm Bureau Select IV Fixed Annuity New Money 4

    Direct Response- N/A

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

    Independent Agent- Oceanview Life Harbourview 3-Year

    Independent Broker Dealer- Forethought Life SecureFore 5 Fixed Annuity

    National Broker Dealer- Massachusetts Mutual Life Stable Voyage 3-Year

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

     

    Structured Annuity

    Sales for the second quarter of 2021 were $9,863 million compared with sales of $4,526 million for the second quarter of 2020. Second quarter structured sales were up nearly 9% when compared to the previous quarter, and up nearly 118% when compared to the same period last year. This was a record-setting quarter for structured annuity sales, topping the prior 1Q2021 record by nearly 9%.

    Total 2Q2021 structured annuity sales were $9,863,738,186.

     

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

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

     

     

    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- Equitable Financial Structured Capital Strategies Plus

    Bank-  Equitable Financial Structured Capital Strategies Plus

    Career- RiverSource Life Structured Solutions 6-Year

    Direct Response- N/A

    Fee-Based Overall- Lincoln National Life Lincoln Level Advantage Advisory

    Independent Broker Dealer- Lincoln National Life Lincoln Level Advantage B Share

    National Broker Dealer- Allianz Life Allianz Index Advantage

    Registered Investment Advisor- Lincoln National Life Lincoln Level Advantage Advisory

     

     

    Variable Annuity

    Sales for the second quarter of 2021 were $23,058 million, compared with sales of $15,601 million for the second quarter of 2020. Second quarter variable annuity sales were up nearly 10% when compared to the previous quarter, and up nearly 48% when compared to the same period last year.

    Total 2Q2021 variable annuity sales were $23,058,506,171.

     

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

    1. Jackson National Life
    2. Nationwide
    3. Equitable Financial
    4. Pacific Life Companies
    5. AIG
    6. Lincoln National Life
    7. New York Life
    8. RiverSource Lift
    9. Thriven 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 third quarter, 2021’s sales with a release date of November 2021.

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