A recent survey reveals that 87% of insurance brokers anticipate a greater focus on equity-oriented retirement products, particularly among younger clients, over the next five years. Digital tools and further education are key strategies for improving advisory services, with trade journals being the primary source of information for 85.5% of brokers.
In the latest "Asscompact Trends IV/2024" study, Allianz maintains its lead in occupational pension provision with 26.3% of broker mentions, followed by Alte Leipziger at 10% and Canada Life at 9.2%. In traditional life insurance, Allianz also tops the list with 30.7%, while WWK leads the Riester pension segment at 37.5%. Notably, in Rürup pensions, Alte Leipziger has risen to first place with 14%.
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