Understanding Consumer Behaviors Toolkit


Resources to clear the way for retirement solutions

Receiving guaranteed income for life can be one of the top retirement goals for many people. Annuities can provide guaranteed lifetime income, yet a majority of adult Americans don’t have one. Use this suite of materials to understand why and help remove the barriers in creating retirement strategies — clearing the way to get your clients back into the annuity conversation.

Resources for financial professionals

Insights articles for you


Tools to use with your clients

Social Media Content 
Start the annuity conversation with more people using these ready-made social posts with article links.

  • Social post #1
    From being overly optimistic about the future to overreacting to recent events, some biases can create #retirement roadblocks. Learn how separating fact from fiction can lead to financial success.
    Link to Article: http://ow.ly/HUhs50xlvg7
  • Social post #2
    Your #retirement roadmap does not need to be complex and filled with roadblocks. See how keeping it simple can help build confidence about navigating the financial road ahead.
    Link to article: http://ow.ly/HUhs50xlvg7
  • Social post #3
    The shortest distance between two points is a straight line. See how applying this to #retirement planning can help you make informed financial decisions.
    Link to article: http://ow.ly/HUhs50xlvg7

Smart Strategies article for your clients

Sales Toolkits

Increase your product knowledge and get the sales tools you need to succeed. Check out the following resources for timely insight, in-depth product information and multiple client-approved materials designed to help you build better retirements and better your business.