April is Financial Literacy Month — and as financial professionals, we have a shared responsibility to help clients build the knowledge they need to make confident retirement decisions.
A recent study found that financial literacy is lowest when it comes to understanding risk1 — which may help explain why so few consumers are aware of the value of annuities.
In fact, only 5% of adults understand how annuities work and that they can be beneficial at any age.2
This is a huge retirement blind spot.
We’ve rounded up 5 educational resources to help broaden annuity knowledge — and help clients see how an annuity could help protect their financial future.
Power Up Retirement Savings with a Fixed Indexed Annuity (FIA)
Show clients the multiple benefits of adding a fixed indexed annuity to their retirement savings strategy.
Power to Grow with a Fixed Indexed Annuity
Share simple explanations for how a fixed indexed annuity can help clients achieve their financial goals — even during periods of economic uncertainty.
Overcoming a Retirement Savings Shortfall
Use this case study, focused on the unique challenges women face in planning for retirement, to spotlight how guaranteed income products, like an annuity, can help clients feel more confident in their financial future. Find more information on working with underserved clients.
Why Cash Isn’t King
Holding too much in cash can be a risk for anyone, but this piece is tailored to help you facilitate a conversation with female clients regarding why cash might not be a “safe” choice — especially during inflationary periods. Find more information on working with underserved clients.
Ride the Wave: Building Trust in Any Market
Access a wealth of resources designed to help you guide clients through market shifts as they plan for retirement.
Put these resources to work this month — and beyond — and help clients feel more informed, empowered, and confident about their retirement savings strategies.
For assistance, reach out to our sales desk at 800-535-8110.