Skip to main content

A PE Guide to Entering the Annuity Market—Faster, With Less Risk

Your Path to Enter the Annuity Market

Considering an annuity carrier investment—or starting one? Get the PE guide to the decisions that drive speed, cost, and execution risk across launch, distribution, and servicing.

What's Inside:

  • Key decisions that determine timeline and time-to-market
  • Capital and execution trade-offs: buy, build, or partner
  • What drives complexity across launch, distribution, and servicing
  • Common pitfalls that slow annuity programs—and how to avoid them
  • A practical path to move faster with fewer operational surprises