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  • FOURTH QUARTER 2021 ANNUITY SALES

    March 22, 2022 by Sheryl J. Moore

     

    Deferred Annuity Sales

    Total 4Q2021 deferred annuity sales are $60,924 million, compared with sales of $56,314 million for the fourth quarter of 2020. Fourth quarter deferred annuity sales were up nearly 2% when compared to the previous quarter and up more than 8% when compared to the same period last year. Deferred annuities include sales of fixed, indexed, multi-year guaranteed, structured and variable deferred annuities.

     

    Non-Variable Deferred Annuity Sales

     Total 4Q2021 non-variable deferred annuity sales were $28,646 million, compared with sales of $28,779 million for the fourth quarter of 2020. Fourth quarter non-variable deferred annuity sales were down nearly 2% when compared to the previous quarter, and less than 1% 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 4Q2021 variable deferred annuity sales were $32,278 million, compared with sales of $27,534 million for the fourth quarter of 2020. Fourth quarter variable deferred annuity sales were up more than 5% when compared to the previous quarter, and up more than 17% when compared to the same period last year. Variable deferred annuities include sales of structured and variable deferred annuities.

     

     

    Indexed Annuity

    Sales for the fourth quarter of 2021 were $16,940 million, compared with sales of $15,085 million for the fourth quarter of 2020. Fourth quarter indexed annuity sales were down more than 2% when compared to the previous quarter, and up more than 12% when compared to the same period last year.

    Total 4Q2021 indexed annuity sales were $16,940,751,258.

    Total 2021 indexed annuity sales were $65,513,177,494.

     

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

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

     

    AVERAGE COMMISSION:
    The indexed annuity commission received by the agent averaged 6.32% of premium for the fourth quarter of 2021; a trend that is down 0.02% 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- AIG

    Registered Investment Advisor- Massachusetts Mutual Life Companies

     

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

    Bank- American General Power Index 5 Plus Annuity

    Career- C.M. Life Index Horizons

    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 7

     

     

    Fixed Annuity

    Sales for the fourth quarter of 2021 were $486 million, compared to sales of $474 million for the fourth quarter of 2020. Fourth quarter fixed annuity sales were up nearly 35% when compared to the previous quarter, and up nearly 3% when compared with the same period last year.

     

    Total 4Q2021 fixed annuity sales were $486,905,906.

    Total 2021 fixed annuity sales were $1,786,728,226.

     

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

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

     

    AVERAGE COMMISSION:
    The fixed annuity commission received by the agent 5.91% of premium for the fourth quarter of 2021; a trend that is up 0.15% when compared to last quarter.

     

    LEADERS BY CHANNEL:
    Bank- Global Atlantic Financial Group

    Career- Modern Woodmen of America

    Direct Response- AIG

    Independent Agent- Global Atlantic Financial Group

    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- Forethought Life ForeCare Fixed Annuity

    Independent Broker Dealer- Forethought Life ForeCare Fixed Annuity

    National Broker Dealer- Forethought Life ForeCare Fixed Annuity

     

     

    Multi-Year Guaranteed Annuity

    Sales for the fourth quarter of 2021 were $11,218 million, compared with sales of $13,220 million for the fourth quarter of 2020. Fourth quarter MYGA sales were down nearly 3% when compared to the previous quarter, and down more than 15% when compared to the same period last year.

     

    Total 4Q2021 MYGA sales were $11,218,529,844.

    Total 2021 MYGA sales were $50,455,671,962.

     

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

    1. Massachusetts Mutual Life Companies
    2. New York Life
    3. AIG
    4. Pacific Life Companies
    5. Western-Southern Life Assurance Company
    6. Oceanview Life and Annuity Company
    7. Global Atlantic Financial Group
    8. Symetra Financial
    9. Athene USA
    10. Prosperity Life Insurance Group

     

    AVERAGE COMMISSION:
    The multi-year guaranteed annuity commission received by the agent averaged 1.64% of premium for the fourth quarter of 2021; a decline of 0.16% from last quarter.

     

    LEADERS BY CHANNEL:
    Bank- AIG

    Career- New York Life

    Direct Response- Puritan Life

    Independent Agent- Oceanview Life and Annuity Company

    Independent Broker Dealer- Sammons Financial Companies

    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- Reliance Standard Life Eleos-MVA

    Career- Massachusetts Mutual Life Stable Voyage 5-Year

    Direct Response- Puritan Life Canvas 3-Year

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

    Independent Agent- Oceanview Life Harbourview 3-Year

    Independent Broker Dealer- Great American SecureGain 5

    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 fourth quarter of 2021 were $10,115 million compared with sales of $8,415 million for the fourth quarter of 2020. Fourth quarter structured sales were up nearly 11% when compared to the previous quarter, and up more than 20% when compared to the same period last year. This was a record-setting year for structured annuity sales, topping the prior 2020 record by nearly 59%.

    Total 4Q2021 structured annuity sales were $10,115,367,613.

    Total 2021 structured annuity sales were $38,149,408,856.

     

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

    1. Allianz Life
    2. Equitable Financial
    3. Brighthouse Financial
    4. Prudential
    5. Lincoln National Life
    6. RiverSource Life
    7. CUNA Mutual Life
    8. Massachusetts Mutual Life Companies
    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- Pruco Life Prudential FlexGuard Indexed VA

    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- Allianz Life Allianz Index Advantage Income

    National Broker Dealer- Allianz Life Allianz Index Advantage

    Registered Investment Advisor- Lincoln National Life Lincoln Level Advantage Advisory

     

     

    Variable Annuity

    Sales for the fourth quarter of 2021 were $22,163 million, compared with sales of $19,119 million for the fourth quarter of 2020. Fourth quarter variable annuity sales were up nearly 3% when compared to the previous quarter, and up nearly 16% when compared to the same period last year.

     

    Total 4Q2021 variable annuity sales were $22,163,404,639.

    Total 2021 variable annuity sales were $87,797,311,100.

     

    THE TOP TEN Variable CARRIERS FOR FOURTH QUARTER OF 2021:

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

     

    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- Nationwide

     

    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 Equip 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- Jefferson National Life Monument Advisor

     

     

     

     

    Wink anticipates compiling first quarter, 2022’s sales with a release date of May 2022

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