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Key Lessons Learned About Retirement Income Product Implementation
Manage episode 482115900 series 3461748
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Matt Stubblefield from Allianz Life Insurance Company of North America and Tina Wilson from Empower joins John Sullivan for this episode of the Executive Interview.
Matt shares Allianz's latest research insights into participant attitudes and preferences surrounding this vital aspect of retirement planning. Tina provides firsthand experiences from implementing guaranteed lifetime income offerings on the Empower platform.
Together, they discuss the future adoption and evolution of guaranteed lifetime income within retirement plans.
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The Allianz Center for the Future of Retirement produces insights and research as part of Allianz Life Insurance Company of North America (Allianz).
Research Cited: The State of Lifetime Income: Participant Survey, conducted by the Allianz Center for the Future of Retirement in November 2024 with a nationally representative sample of 2,488 respondents aged 18+ who are currently contributing to an employer-sponsored retirement plan.
U.S. Bureau of Labor Statistics January 2022
Fixed index annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, tax-deferred accumulation potential, and the reassurance of a death benefit for beneficiaries.
This content is for general educational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Allianz Life Insurance Company of North America, its affiliated companies, and their representatives and employees do not give fiduciary, tax, or legal advice. Allianz does not provide financial planning services.
Guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.
Allianz Life Insurance Company of North America is not affiliated with Empower
Allianz Life Insurance Company of North America is not affiliated with NAPA
Allianz Life Insurance Company of North America (Allianz), 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5724 www.allianzlife.com
For institutional use only - not intended for use with the public.
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