U.S. Individual Annuity Study
How Your Annuity Products Measure Up
The U.S. Individual Annuity Study analyzes how annuity customers—especially high net worth individuals—perceive product value, service quality, trust, and advisor support. It reveals what drives satisfaction, advocacy, and long-term fit, helping carriers strengthen relationships and refine product strategy.
What the Study Measures
How Do Annuities Meet Customer Needs?
The JD Power U.S. Individual Annuity Study analyzes differences in Key Performance Indicator (KPI) impact and factor weights for high net worth individuals; explores the advisor-client relationship; and benchmarks the degree to which customers feel the annuity product meets their current and long-term needs.
How it works
How the Annuity Study Works
Collects verified customer feedback across eight key satisfaction dimensions.
Incorporates segmentation for high net worth customers and evaluates advisor relationship dynamics.
Benchmarks performance across top annuity providers and compares annuity experience to broader wealth management expectations.
Core Strengths
Insights That Strengthen Long-Term Financial Relationships
• Reveals what matters most to both mass-market and high net worth annuity customers
• Highlights gaps in service, product alignment, and advisor experience
• Helps carriers refine positioning and enhance long-term product fit
• Enables cross-industry comparison to wealth management and advisory experience benchmarks
Business Impact
Improve Satisfaction, Loyalty, and Product Relevance
• Increases long-term engagement and reduces policy lapses
• Supports product enhancements aligned to changing customer needs
• Strengthens advisor relationships with actionable client insights
• Helps carriers differentiate in a highly competitive retirement market
Key Dates
Field Start: July 2025
Wave 1 Publish: April 16, 2026
Wave 2 Publish: October 22, 2026
Press Release: October 28, 2026
Press Release & Award Information
JD Power issues national press releases highlighting key findings and top-to-bottom rankings from award-eligible studies. The brand(s) that rank highest in each award-eligible segment and meet predetermined award criteria will have the opportunity to enter into a licensing agreement through the JD Power Awards Program, which requires subscribing to the study as a prerequisite.
Profiled Brands
2026 Brands Targeted to be Profiled
(final profiled list available upon study publication)
Allianz
American Equity Investment Life Insurance
Athene
Brighthouse Financial
Corebridge Financial
Delaware Life
Equitable
F&G
Global Atlantic
Jackson
Lincoln Financial Group
MassMutual
Midland National Life
Nationwide
New York Life
Pacific Life
Prudential
River
Source
Security Benefit
Symetra
TIAA^
USAA
Western & Southern
^Brand is not rank eligible
Who should use it
Built for Leaders Driving Annuity Growth and Customer Strategy
• C-suite executives
• Customer experience leaders
• Product and strategy teams
• Marketing and operations leaders
• Advisor and distribution leadership
PowerSource
Insights Available at a Touch of a Button
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
