annuity research Jack Marrion behavioral finance

The intended readers of Advantage Compendium are the strategic thinkers that plan the future course of their company in the annuity industry. Its purpose is to provide an in-depth look at a single issue each quarter and offer solutions that are unavailable anywhere else. The previous issue (sample) offered suggestions on what could be done to help seniors make better decisions when buying annuities. The next issue examines current annuity distribution channels and the new ones that will replace them.

The cost for four quarterly issues is $440; subscribers may receive printed and/or pdf versions. To order visit the store.

Research Practice Areas

Consumer Behavioral Economics
The real reason why consumers make financial decisions and how products and presentations need to reflect this.

Issues In Senior Decision Making
How aging and behavioral bias affect the decision-making process and what can be done to improve it.

Annuity Market Analysis
Ranging from gathering actual historic returns of fixed & index annuities to consumer complaint trends to long-term segmented sales results.

Competitor & Market Channel Research
Analyzing product drift, whether product revolution or evolution, and marketing company demographics.

Retirement Income Product & Rider Analysis and Creation
Current reports on players and products with lifetime income withdrawal benefits as well as creating and developing new retirement income product designs from a bahavioral finance approach.

Insurance Management & Organizational Consulting
Coaching and counsel specifically for annuity carriers and distributors

What We Offer

Current Speech Topics
Never dry, always topical presentations designed for marketing staff and retail representatives to increase both understanding and sales given by one of industry's premier speakers. Read more

Writing
Our writings range from academic papers to books, periodicals and studies that are connected with the annuity world. Read more

Consulting
Offering a unique economic behavioral approach to improving organizational decision-making, customer stickiness and long-term profitability.

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