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.
Benefits
A subscription to this study gives you insights about critical elements of your business. The study results allow you to dive deeper into specific client segments and explore the advisor-client relationship with respect to the annuity product and perform cross industry comparison to wealth management products.
A subscription to this study gives you insights about critical elements of your business. The study results allow you to dive deeper into specific client segments and explore the advisor-client relationship with respect to the annuity product and perform cross industry comparison to wealth management products.
Experiences Explored
The study measures overall customer satisfaction based on performance across eight dimensions:
-
Product offerings
-
Problem resolution
-
Service availability
-
Digital channels
-
People
-
Value for the price
-
Trust
-
Ease of doing business
The study measures overall customer satisfaction based on performance across eight dimensions:
-
Product offerings
-
Problem resolution
-
Service availability
-
Digital channels
-
People
-
Value for the price
-
Trust
-
Ease of doing business
Key Dates
2026 U.S. Individual Annuity Study Milestones
Field Start: July 2025
Wave 1 Publish: April 16, 2026
Wave 2 Publish: October 22, 2026
Press Release: October 28, 2026
2026 U.S. Individual Annuity Study Milestones
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. Learn More
Read the latest press release:
U.S. Individual Annuity Study Press Release
Brands that rank above the industry average for their segment and subscribe to the study earn the opportunity to commission a JD Power Performance Report, a customized, client-commissioned report that highlights this above-average performance. Learn More
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. Learn More
Read the latest press release:
U.S. Individual Annuity Study Press Release
Brands that rank above the industry average for their segment and subscribe to the study earn the opportunity to commission a JD Power Performance Report, a customized, client-commissioned report that highlights this above-average performance. Learn More
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
- RiverSource
- Security Benefit
- Symetra
- TIAA^
- USAA
- Western & Southern
^Brand is not rank eligible
(Updated 1/8/2026)
Executive Insight: Driving Digital Engagement Pays Dividends
The Annuity Study results reveal that agents and advisors are neglecting a critical aspect of annuity client engagement: promoting digital options and capabilities. Download our infographic to learn more.
The Annuity Study results reveal that agents and advisors are neglecting a critical aspect of annuity client engagement: promoting digital options and capabilities. Download our infographic to learn more.
Make decisions with confidence
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
Insurance Insights
Let's Connect!
JD Power studies, products, and services are available for purchase. If you’re interested in subscribing to a JD Power study or becoming a client, please fill out the form, and we'll be in touch. Questions? Click here to find the answers to frequently asked questions.
If you’ve received a JD Power survey and have questions or comments, please contact us here.
For all other inquiries, you can contact us here.
JD Power studies, products, and services are available for purchase. If you’re interested in subscribing to a JD Power study or becoming a client, please fill out the form, and we'll be in touch. Questions? Click here to find the answers to frequently asked questions.
If you’ve received a JD Power survey and have questions or comments, please contact us here.
For all other inquiries, you can contact us here.