Resources for financial professionals

• Solving the annuity puzzle: A behavioral analysis whitepaper (21825)
  Fascinating research from two experts in judgment and decision-making at the UCLA Anderson School of Management to help you better understand behavioral tendencies around decision-making, plus insights and solutions to help clients overcome them.

Insights articles for you

• The annuity puzzle: Reframing concerns into opportunities
  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.
• Help your clients overcome behavioral biases about annuities
  The disparity between what consumers say they want for retirement and how they prepare is called the “annuity puzzle.” Discover solutions to help clients overcome their biases and better plan for a more financially secure retirement.
• Overconfidence: A help or hindrance?
  Do you have clients who need to see their retirement through a realistic lens? Here’s how to help them.
• Look to history to help clients gain a holistic view of retirement planning
  It’s fine for clients to hope for the best but show them why they should also plan for the worst.
• Help clients picture the future now for a better retirement later
  Show those clients who live for today why saving now can payoff in their retirement years.
• Encouraging financial literacy to build client confidence
  Discover ways to effectively address financial topics with your clients.
• Are your clients’ finances ready for a longer life?
  How to explain to clients that annuities can help make their money last.

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

• Behaviors that can create roadblocks to smart financial choices
  Many of us have biases that create roadblocks to investing wisely. Here are four common biases — and how you can overcome them to make smarter financial decisions.

Sales Toolkits

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