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The 2009 Retirement Income Products and Solutions Study
Changing Strategies for the Post Economic Meltdown World

DSG's 10th Annual Study on Retirement Income Products and Solutions will uncover how companies are retooling their product offerings and adapting to an economic landscape never before seen by this generation of management. This study provides a comprehensive overview of how a new cycle of conservatism will impact the design and marketing of what was once thought to be tried and true solutions for deriving income during retirement.

Leaders from the most prominent companies in the insurance, mutual fund and asset management segments of the financial services industry will provide information on their current situation, their most recent sales results, their impending product changes and their visions of where retirement income is heading over the next five years. This information will then be consolidated and presented in the comprehensive report.

Project Deliverables:

The study helps companies determine the state and direction of retirement income products and measure themselves against their competition. Topics include:

  • Retirement income product priorities.
  • Sales data and innovation trends.
  • Methods being used to increase capital capacity.
  • The future of guaranteed living benefits.
  • Jump starting sales of managed payout funds.
  • New and reconfigured products and product features.
  • New retirement income marketing practices and strategies.
  • Restoring confidence among sales distribution and consumers.
  • Future product and market expectations and trends.
  • Which products and industry segments will grow, which will shrink.

The study will include a survey to identify and examine key metrics and tactics for variable and fixed annuities, guaranteed living benefits, mutual fund industry solutions as well as the up and coming niche solutions. To enhance the survey results, the study also includes opinions and strategic perspectives from a series of in-depth interviews with select industry executives. DSG, having spent a decade reporting on this topic, will provide unique historical insights to when the retirement income market and its portfolio of solutions looked very different.

Obtaining the Retirement Income Products & Solutions Report:

For further information, please contact Borden Ayers by calling 610-989-1710, ext: 21 or by sending an e-mail to bordena@DSG-Network.com

 

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