Winning the Next Decade of Annuity Growth

Watch the Webinar On-Demand

Coherent and Illustrata explore how annuity carriers can capture retirement assets during the Baby Boomer retirement wave: by accelerating the path from actuarial design to deployable, advisor-ready delivery.

 

About the Webinar

Friction in product launch
limits what reaches the shelf.

As Baby Boomers enter retirement, annuity carriers are competing for assets that are actively in motion. The opportunity is real. But capturing it depends less on product ambition and more on how quickly ideas become deployable, advisor-ready offerings.

Across the industry, product launches rarely stall because the actuarial work isn’t done. They stall in the handoff between design and delivery—where product logic has to be translated, rebuilt, and tested again just to reach illustrations, calculators, and distribution tools.

In this webinar, Coherent and Illustrata examine where annuity launches actually slow down and why illustration readiness often becomes the visible constraint. Drawing on real-world experience, the discussion explores what changes when carriers stop treating delivery as a series of one-off projects and instead make product logic reusable across downstream systems—shortening launch cycles, reducing rework, and enabling teams to expand shelves with confidence.

What We Cover

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Where annuity product launches actually slow down

A clear look at the hidden points of friction between actuarial readiness and distribution—why products stall late in the process, even when the math is done.

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Why illustration readiness determines speed to shelf

How illustrations often surface deeper launch friction—and what changes when the logic behind them can be reused instead of rebuilt.

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What removing launch friction unlocks for product teams

How faster, more reliable delivery lowers the marginal cost of adding products, enables more iteration, and makes it possible to expand shelves without expanding timelines.

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What leading carriers are doing differently right now

What changes when carriers stop translating actuarial logic downstream—and let the same models power illustrations, calculators, and advisor tools.

Meet the Speakers

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Bobby Samuelson

CEO,
Illustrata

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Doug Purple BG Headshot

Doug Loots

CRO, Insurance
Coherent

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Frequently Asked Questions

What is this webinar about?

This webinar explores why execution speed has become a defining factor in annuity growth—and where product launches actually slow down in practice. The discussion focuses on the gap between actuarial design and deployable, advisor-ready output, with a particular emphasis on illustration systems and the infrastructure behind them.

Does this only apply to annuity illustrations?

No. Illustrations are used as a concrete example, but the conversation applies more broadly to how annuity product logic is delivered across quoting tools, online calculators, agent portals, and other downstream experiences. The webinar examines why rebuilding the same logic across systems creates delays—and what changes when that logic can be reused instead.

Why do annuity product launches often take longer than expected?

In many organizations, delays occur after actuarial work is complete. The slowdown typically comes from translation, reimplementation, and testing cycles required to move product logic into illustration systems and other tools. The webinar explains why these handoffs—not actuarial complexity—are often the true drivers of extended timelines.

What does it mean to treat illustrations as infrastructure?

In the webinar, “infrastructure” refers to making illustration logic something that can be reused and deployed anywhere it’s needed, rather than rebuilt for each product or change. When actuarial models act as a single source of truth, updates become routine, testing overhead is reduced, and teams can launch and iterate with more confidence.

Who should watch this webinar?

This session is designed for annuity carriers and insurance teams involved in:

  • Actuarial product design and testing
  • Product management and innovation
  • Distribution, sales, and advisor experience
  • Technology and operations supporting product delivery

It’s especially relevant for teams looking to improve speed to market without increasing operational risk.