Retirement Income Industry Association

The View Across The Silos

July 2, Locating the Growth Edge of the Wedge in Annuity Sales: An Annuity Distribution Analysis

Wednesday, July 2

Available in member area.

Leverage DTCC’s 2013 retail annuity market data to identify the best production opportunities, by zip code, in key markets.

Each territory has a unique set of concentration dynamics that present the annuity marketer with the “growth edge of the wedge” to identify the best markets and relationships to cultivate.

Also check out the article by Linda Koco in AnnuityNews, Annuity Opportunity ‘Ripe’ In Three States.

Presenters:
Andrew Blumberg, Group Director, Analytic Reporting, DTCC Insurance & Retirement Services
Bill Poll, Partner, Information Asset Partners

Andrew BlumbergAndrew Blumberg is group director in DTCC’s Insurance & Retirement Services business delivering intelligence on annuity market activity leveraging transaction data processed for the industry by DTCC, earning a “Model of Excellence” award from InfoCommerce Group.  His career includes over 15 years of leadership in software and information companies in the financial services industry with previous roles as Vice President of Research Solutions at LexisNexis and President of Thomson Financial’s Nelson Information division.

Andrew spent over ten years in the financial services industry where he held positions including Vice President of Marketing for SunAmerica Mutual Funds and Associate Vice President of Strategic Planning for Prudential Mutual Funds. He earned his MBA in Financial Management with a concentration in investments and portfolio management from the Lubin School of Business at Pace University.

Bill Poll, Information Asset PartnersBill Poll manages IAP’s marketing and partnerships.  His expertise is in market intelligence and its applications within sales and marketing organizations, and B2B and B2C information product marketing and development.  He has built a 20-year marketing, sales.