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208 - Improving the #AnnuityUX in 2024 With David Hanzlik
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“208 - Improving the #AnnuityUX in 2024 With David Hanzlik" Summary In this episode, Paul Tyler, Ramsey Smith, and Dave Hanzlik discuss the annuity industry and the changes that occurred in 2023. They talk about the rebranding of TruStage, the growth in annuity sales driven by the rate environment, and the success of fixed annuities and fixed indexed annuities. They also explore the potential for growth in niche markets, such as deferred income annuities, and the role of registered index-linked annuities (RILAs) in the industry. The conversation highlights the importance of making annuity sales easier for advisors and the potential impact of AI in the industry. The episode concludes with final thoughts and tips for annuity sales professionals. Takeaways
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- The annuity industry experienced significant changes in 2023, including rebranding and growth in sales driven by the rate environment.
- Fixed annuities and fixed indexed annuities performed well in 2023, with advisors recognizing the value of the guarantees they provide.
- There is potential for growth in niche markets, such as deferred income annuities and registered index-linked annuities (RILAs).
- Making annuity sales easier for advisors and improving the ease of use of annuity products should be a focus for the industry.
- AI has the potential to play a role in improving operational processes and making the industry more efficient.
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