Annuity Insights

Rising costs, like health care, can be some of the biggest unknowns facing retirees. Discover how fixed indexed annuities can help them manage retirement expenses.

Find out how registered index-linked annuities and variable annuities compare and what’s required to sell them.

Are fixed indexed annuities the tax-advantaged vehicle you’re overlooking? As you consider ideas to help clients manage their taxes, our latest tax tables and reference guide can help you start.

Uncover why RILAs provide a timely and innovative solution to the evolving needs of today’s investor.

Historical numbers of Americans are retiring. Learn ways to help clients plan through market change and longer lifespans for more confidence in retirement.

Interest in solutions offering protection from market downturns, tax advantages and retirement income is growing. Discover how aware people are of annuities and 3 tips to help you meet rising demand.

Clients who feel confident in their plans may overlook important risks. Learn ways to help spot overconfidence and turn it into a strategic opportunity.

Learn 4 strategies to use annuities for income. Support clients’ retirement planning with options for guaranteed income and greater peace of mind.

RILAs are gaining traction among Gen Xers, providing a balance of risk management and growth potential to help them build a resilient retirement income plan.

Access tools to help your clients learn about fixed indexed annuities (FIAs) and ways they can help protect retirement savings.

Discover 6 strategic prompts to help clients age 40–59 understand how annuities can support their savings and income goals at every life stage.

For clients sandwiched between financially supporting adult children and relatives, your guidance can help them navigate this life stage more successfully.

When clients want more stability than what investing in the markets can provide, find out how a FIA could help set them up for a more financially secure retirement.

Useful tips to help clients understand market fluctuations. Explain how a sound financial plan can help minimize the long-term effects of a down market and provide financial security in retirement.

Bust 5 common myths about annuities to help your clients feel more confident making important financial decisions.

Understanding the important differences between these two products.

Look under the hood of indexed annuities to uncover what makes them unique … and increasingly appealing.

Fixed indexed annuities can offer clients a flexible solution for their unique financial planning needs and can help bring more security to their retirement.

By 2030, all baby boomers in the U.S. will be 65 or older. Some financial plans may need to be adjusted. Remember these 3 factors as you help clients fine-tune their retirement income strategies.

Tactics for attracting more ideal prospects who trust your guidance and can help grow your business.

Five elements of index design to consider when choosing a fixed indexed annuity.

Choosing an automated strategy within a fixed indexed annuity can give you more time to focus on creating holistic financial strategies and expanding your business in new directions.

By paying close attention to what your clients are saying, you may get clues on whether annuities may be a good fit for achieving their financial goals.

Adding a FIA to a retirement income strategy can help clients cover both planned and unexpected expenses.

Answering these 5 questions can help lead to more informed decision making about adding annuities to a retirement plan.

Even in an extreme down market, risk control custom indices can add stability to a fixed indexed annuity, helping boost growth potential compared with benchmark indices like the S&P 500®.

Strategies financial professionals can use to help clients get past decision paralysis and make smart financial decisions for their financial security in retirement.

As a client gets closer to #Retirement, there’s less time to recoup lost ground from market swings. Find out how a RILA helps cushion the impact with growth opportunities and a level of protection.

Clients face uncertainty when planning for retirement. A registered index-linked annuity is an all-weather option to help manage risks like inflation, longevity and volatility.

Innovations in annuities and custom indices provide option to address retirement risks such as inflation, market volatility and longevity.

Living longer, healthier lives comes with financial challenges. The silver lining is financial professionals can help their clients build a sound strategy for a more secure retirement.

Adding a custom index to your client’s fixed indexed annuity can help smooth returns and ease anxiety. It can also diversify interest crediting strategies, helping performance during downturns.

Custom risk control indices can add diversity and value to a fixed indexed annuity (FIA), limiting volatility and smoothing returns, new research shows.

As fewer retirees can rely solely on pensions and Social Security, clients may need new financial strategies. See how FIAs and RILAs can open the door to new retirement possibilities.

Take a look at the many benefits an FIA can provide your clients as they prepare for a potentially lengthy retirement.

Talk with your clients to see if volatile markets have changes their appetite for risk.

Market volatility is in the headlines. See how an FIA's volatility control mechanisms strive for more stable performance during market ups and downs.

What's blocking people from purchasing an annuity? Use these valuable insights to bust through annuity buying roadblocks and get clients back into the annuity conversation.

Learn about the who, what and how of the fixed indexed annuity.

Answers to commonly asked questions about fixed indexed annuities.

The language of the fixed indexed annuity, from A to Z.

Key FIA topics you need to understand to better explain these products to your clients