Retirement Risks Toolkit
Resources for building a more resilient retirement
Planning for retirement comes with a variety of risks and diverse client needs. That’s why Athene has developed timely, producer- and consumer-focused content to inform and educate on key financial risks, plus show how annuities can be a potential solution to help build a more resilient retirement.
Longevity Risk
Are clients concerned about outliving their money?
Do your clients have a long-term view? Are they comfortable with their current retirement savings or concerned about whether their money will last? The following materials can help address concerns your clients may have about outliving their money in retirement.
Resources for financial professionals
- Building a resilient retirement income plan presentation (22451)
How annuities can add value in 3 retirement income planning approaches. - FIA pricing and diversification (52277)
A presentation on FIA pricing and the benefits of diversification and efficient frontier theory.
Insights articles for you
Tools to use with your clients
- Retirement income planning leave behind (22574)
A fresh perspective on 3 common retirement income strategies. - Defusing top 4 retirement risks with a fixed indexed annuity leave behind (19801)
How FIAs can help defuse the top 4 financial risks in retirement. - Build a retirement timeline leave behind (19647)
Build a retirement timeline by learning what to focus on for your clients' situation. - A retirement built to last leave behind (19708)
Case study on how FIAs are part of an overall retirement income strategy. - Unleash the power of diversification sales concept (68083)
How diversification can provide growth opportunities in any market.
Smart Strategies articles for your clients
Market Risk
Are clients concerned about market volatility?
Client concerns can rise in volatile markets, especially if they're in or nearing retirement. Learn more about how low interest rates and inflation can take a toll on your clients' retirement savings and how you can help them manage risks to minimize the impact on their nest eggs.
Resources for financial professionals
- FIA pricing and diversification (52277)
A presentation on FIA pricing and the benefits of diversification and efficient frontier theory. - Lock in annual growth with 2-year strategy options presentation-laddering (65251)
A brief presentation on the growth potential of a 2-year interest crediting strategy. - Lock in annual growth with 2-year strategy options sales concept-laddering (21270)
Learn how to increase the impact of a 2-year interest crediting strategy.
Insights articles for you
Tools to use with your clients
- Stay in the "zone" with solutions for your financial goals-risk continuum leave behind (96063)
What are your clients' risk tolerances and how can you help them reach their goals? - Unleash the power of diversification sales concept (68083)
Learn how diversification can provide growth opportunities in any market. - Performance when you want it. Protection when you need it leave behind (20742)
See how a FIA can provide growth in up-markets and lock in gains during declines. - Hope for the best … plan for the worst (hopers vs planners) presentation (22576)
Case Study: See how sequence of returns risk can affect your clients' retirement nest eggs. - Hope for the best … plan for the worst (hopers vs planners) leave behind (22571)
How sequence of returns risk can affect your clients' retirement nest eggs.
Smart Strategies articles for your clients
Risk of Unexpected Outcomes
Have your clients prepared for the "what-ifs" of retirement?
Planning for the unexpected is a common concern. These resources help identify expenses that could strike in retirement and provide guidance on how to plan for unexpected expenses.
Resources for financial professionals
- Lock in annual growth with 2-year strategy options sales concept (21270)
How to increase the impact of a 2-year interest crediting strategy. - FIA pricing and diversification (52277)
A presentation on FIA pricing and the benefits of diversification and efficient frontier theory.
Insights articles for you
Tools to use with your clients
- Is your retirement nest egg protected from downside market risk? leave behind (93034)
How a FIA can protect a retirement nest egg from downside market risk. - Your road map for a resilient retirement presentation (22577)
Check in on your plans for retirement income, expenses and potential gaps. - Your road map for a resilient retirement leave behind (22572)
Fact finder worksheet. - The 'what-ifs' of retirement leave behind (19862)
How to solve for the "what-ifs" of retirement. - Build a retirement timeline leave behind (19647)
Build a retirement timeline by learning what to focus on in your clients' situations. - Planning for future retirement needs presentation (22082)
A comprehensive look at financial risks in retirement and how FIAs can help.
Smart Strategies articles for your clients
Additional Resources
Learn more about Athene, plus find resources to better understand fixed indexed annuities.
Resources for financial professionals
- Walk the talk. Planning for the future of your practice sales concept (19773)
Key considerations for building your business succession plan.
Tools to use with your clients
- About Athene leave behind (21390)
Introduce clients to Athene. - Is your retirement plan off balance? leave behind (19798)
How a FIA can help balance the "three-legged stool" of retirement income. - Fixed annuity fundamentals presentation (21508)
Understanding the basics of fixed indexed annuities.
Smart Strategies articles 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.