Investor Presentaiton
THE LIFE & ANNUITY AND ASSET MANAGEMENT INDUSTRIES SIT
AT A POINT OF CONVERGENCE
Asset managers make up 38% of top 20 annuity writers, up from 0% in 2008
Company Name
AIG
New York Life
Aviva
Company Name
APOLLO
2020 Fixed Annuity
Sales (SBN)
9.9
8.5
8.0
7.7
6.6
KKR
6.5
5.0
Blackstone
4.2
4.2
mmm mmm N
3.7
3.4
3.3
ELDRIDGE
3.3
3.2
3.2
Brookfield
2008 Fixed Annuity
Sales (SBN)
11.0
New York Life
9.1
AIG
7.9
Sammons
MetLife
6.0
Athene
Aegon
5.8
Global Atlantic
Allianz
5.2
MasMutual
Jackson National
4.1
Allianz
Allstate
3.7
Fidelity & Guaranty
Principal Financial Group
3.6
Security Benefit
Hartford
2.8
American Equity Investment Life
Western Southern Group
2.7
Great American
Lincoln Financial Group
2.4
Nationwide
ING
2.3
Pacific Life
Genworth
2.3
Western Southern
American Equity Investment Life
2.3
Symetra
Protective
2.2
Midland National
2.1
Old Mutual
1.8
RiverSource
John Hancock
Top 20
1.8
Delaware Life
Brighthouse
Protective
EquiTrust
1.8
USAA
80.9
Top 20
Total Sales
Top 20 Share of Total Sales
Asset Manager Backed Top 20 Writers
109.4
Total Sales
74.0%
Top 20 Share of Total Sales
0.0%
Asset Manager Backed Top 20 Writers
Asset Manager Sponsored Top 20 Writers
Total % of Top 20 Writers
Asset Manager Controlled Carriers
Source: LIMRA, Secure Retirement Institute U.S. Individual
Annuities Sales Survey
Asset Manager Sponsored Carriers
O Midwest Holding Inc. | 17
2.7
2.3
2.3
2.0
1.7
91.7
120.4
76.2%
28.9%
8.6%
37.5%
GUGGENHEIMView entire presentation