CorpAnnuity

Marketers & Carriers

The Corporate Annuity market is open to new producers/entrants.


Many organizations are positioned to take advantage of the Corporate Annuity market including investment houses, insurance carriers, producer organizations, etc.

The Opportunity

There are significant opportunities in all major segments of the Corporate Annuity marketplace. We work with marketers to develop their prospective contacts with “soup to nuts” support:


· Full Marketing/Sales support

· Market research - Corporate Annuity Registry / Regional research

· Materials/Website/Newsletter

· Conference calls/Web meetings

· Attendance at important meetings

· News updates/company updates/Clips service

· Financial analysis/illustrations

· Accounting/actuarial/legal support

· Process/case/team management

· Planning/Strategy

Carriers

CorpAnnuity provides services for carriers interested and active in the Corporate Annuity market.

Opportunity Assessment/Marketing Research

We review product portfolios and their position in the marketplace, distribution strengths and weaknesses, and a myriad of other factors to determine potential opportunities in the Corporate Annuity world including how a carrier stands to take advantage of the major market segments.

Product Development/Actuarial Services

In conjunction with our actuarial partners at our actuarial services complement the development of products and processes for the Corporate Annuity marketplace.

Marketing Support and Consulting

ISTA helps develop and implement marketing and promotional campaigns, including distribution, e-commerce, materials, planning, support services, etc.

Other Services

CorpAnnuity also provides services for developing systems for the Corporate Annuity arena, in particular illustration and other related systems.

                                                                                                                        

Invitation for Carriers

…from CorpAnnuity & Actuarial Strategies


A significant opportunity exists today in the world of Corporate Annuities.


The opportunity, has likely never been greater than it is today, given the economic turmoil and the concomitant impact on plan sponsors and participants alike.  Actuarial Strategies is partnering with CorpAnnuity.com to bring knowledge of this market to insurers and the resources and tools to be successful within it.


The opportunity is vast

  • With hundreds of billions in potential deposits over the coming years from public companies, significant private companies, small businesses, professionals, and non-profits.

  • The Corporate Annuity market is relatively untapped and accessible to innovative carriers. There are thousands of companies and millions of potential participants nationwide.


There are ample opportunities for new carriers

  • While the market is currently dominated by group annuity carriers, prospects are great for new, non-group entrants. Use of non-group annuities, both fixed and variable, is doable.

  • We help companies with what's working in the marketplace and provide options to enhance offerings and distribution, as well as actualize a company's opportunities with its existing distribution and products.


We are offering free consultations to interested carriers

  • The goal is for carriers to get a better understanding of the corporate annuity opportunity

  • Assess whether entry into this market segment makes sense

  • If interested, work to develop a plan for entry and business success


We offer a WebEx-based presentation in which we discuss these considerations. The presentation is about an hour in length and allows for give and take.