U.S. Life & Annuity Distribution Partner Experience Study
Understand What Agents and Advisors Need to Drive Your Growth
The U.S. Life & Annuity Distribution Partner Experience Study uncovers the challenges, expectations, and opportunities that shape how agents and advisors choose, recommend, and stay loyal to carriers. It helps organizations align internal strategies with distributor needs—strengthening relationships and improving long-term growth.
What the Study Measures
A Comprehensive View of Distributor Experience
Evaluates distribution-partner satisfaction across eight focus areas:
• Competitiveness of products
• Business support
• Operational support
• Ease of doing business
• Total compensation
• Support to your clients
• Interaction & communication
• Application & quoting
Includes:
• Competitor benchmarks
• Channel-specific insights
• Partner-experience diagnostics across touchpoints from brand perception to digital engagement
How It Works
How the Distribution Partner Study Works
Uses verified feedback from agents and advisors across distribution channels.
Evaluates product competitiveness, support, quoting workflows, compensation, and relationship quality.
Benchmarks performance across leading carriers and links distribution-partner satisfaction to placement share and long-term growth.
Core Strengths
The Insights Behind Stronger Distributor Partnerships
• Reveals what matters most when agents and advisors choose partners
• Identifies gaps in support, communication, and ease of doing business
• Helps carriers improve ROI on wholesaling and sales-team investments
• Strengthens brand competitiveness in a crowded marketplace
• Clarifies the ideal balance between digital and in-person engagement
Business Impact
Improve Placement, Strengthen Loyalty, and Accelerate Growth
• Aligns product, support, and compensation strategies with distributor priorities
• Enhances partner engagement and increases placement share
• Supports targeted improvements in operations, onboarding, and quoting workflows
• Enables more effective distribution strategies that drive long-term growth
Key Dates
Fielding Begins: October, 2025
Publish: February 26, 2026
Press Release: March 5, 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
Individual Life Insurance
Allianz Life
Brighthouse Financial
Corebridge Financial
Equitable
Gerber Life Insurance (Western & Southern Group)
Globe Life
Guardian Life
John Hancock
Lincoln Financial
MassMutual
Midland National Life (Sammons)
Mutual of Omaha
National Life Group
Nationwide
Pacific Life
PennMutual
Protective Life
Prudential
Securian
Transamerica (AEGON)
Individual Annuity
Allianz
American Equity (brookfield)
Athene
Brighthouse Financial
Corebridge Financial
Delaware Life
Equitable
F&G
Global Atlantic
Jackson National
Lincoln Financial Group
MassMutual
Midland National Life (Sammons)
Nationwide
Pacific Life
Prudential
Security Benefit
Symetra (Sumitomo)
TIAA
Western & Southern
Who Should Use It
Built for Distribution & Field Leadership
• Distribution leaders
• Field operations executives
• Underwriting leadership
• Agent experience and relationship managers
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.
