Annuity Planning Kit

Learn how annuities can solve your clients’ retirement challenges

How can you help clients achieve the retirement they want and deserve?

In the past, retirees could rely on Social Security, a company pension and personal savings to fund their retirement. But people retiring today, and in the coming years, have fewer sources of guaranteed income, as employer-funded pensions have given way to 401(k) plans and Social Security by itself simply is not enough for many people. Plus, people are living longer, and the wave of baby boomers has high aspirations for what they want to do in retirement.

Fill out this form to download the “Annuity Planning Kit: How Annuities Can Solve Your Client’s Retirement Challenges.”