The Quantitative Analysis of Investor Behavior – Variable Annuities ("QAIB-VA") report is the industry's most compelling argument for Variable Annuities. This VA research has turned heads with articles in the New York Times and IRI as well in the Seeking Alpha podcast!

Understanding the behavioral implications of variable annuities is a vital element to effective distribution. By applying over 20 years’ worth of investor behavior research to variable annuities, DALBAR uncovered behavioral trends unique to the subaccount investor. Subaccount investors are more patient and therefore more successful than their mutual fund investor counterparts; and in 2021, even beat the S&P!

Copyright Agreement
Purchaser ("Licensee") shall not resell, redistribute, provide access to, share, or transfer printed or electronic copies of the 2021 QAIB-VA Report ("Document") to any 3rd party. DALBAR, INC. ("Licensor") grants Licensee the rights to incorporate materials contained within Document, into other works ("Derivative Works"), and distribute unlimited copies of such Derivative Works, on the condition that Licensee makes required regulatory disclosures and sources QAIB and DALBAR as appropriate. Licensee shall own the copyright in Derivative Works. All right, title, and interest in the Document, including without limitation, any copyright, shall remain with Licensor.


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