In 2025, we reaffirmed our commitment to delivering timely, accurate, and actionable data covering the annuity market. This year’s key enhancements underscore our dedication to innovation — providing sharper insights, driving better outcomes, and creating greater opportunities for growth.
Why MarketPro Annuity Stands Out
MarketPro Annuity continues to lead in analytical depth and historical tracking, enabling annuity professionals to accurately size opportunities and track the effectiveness of their distribution efforts:
- Identify which distribution channels, broker-dealers, and product types are gaining or losing sales—and how your own share is trending at each level.
- Analyze high potential branches and offices to gain in-depth understanding of sales activity.
- Track each wholesaler’s total opportunity and market share within his or her territory and gauge performance over time.
- Evaluate national account opportunities.
- Design and optimize sales territories.
- Target annuity centric advisors at each branch office via integrations with MarketPro powered by Discovery Data database.
These insights empower our clients to make smarter decisions, identify growth opportunities, and stay ahead of market trends.
Key Enhancements in 2025:
Unmatched Market Coverage and Data Quality
- Consortium membership increased to 27 of the largest annuity carriers and is at an all-time high.
- $197B+ in retail broker-dealer gross sales.
- 63K+ broker-dealer branch locations across 500+ unique broker-dealers.
Enhanced Product Granularity
- RILA and FIA product volume is now split by income-focused and accumulation-focused data cuts allowing for more focused and targeted wholesaling efforts.
Market Annuity BI Tool
- Consolidated Data View + Streamlined Navigation: Users with access to multiple dashboards/ personas can now see all their available data in a single, unified view.
- Enhanced Growth Potential Score: Now featuring both carrier-specific and consortium-based models, this update expands predictive analytics coverage by scoring offices with or without existing carrier sales.
- New Sidebar Panel for Firm, Office, and Advisor Details: Quickly access key information—such as address, registration status, and contact details—all in one convenient location.
Performance & Usability
- Improved system responsiveness and speed.
- Increased export limits and faster downloads for more efficient workflows.
Looking Ahead to 2026
As we move into 2026, we remain focused on innovation, accuracy, and client success. Please contact our sales team to learn more.
