Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, ¾«¶«Ó°Òµ offers resources and products designed to meet your personal and family goals.
Support your workforce with innovative employee benefits and retirement solutions. ¾«¶«Ó°Òµ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.
Simplify complex retirement and pension risk management with our tailored solutions for large organizations. ¾«¶«Ó°Òµ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.
Empower your clients with confidence by leveraging ¾«¶«Ó°Òµâ€™s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.
Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, ¾«¶«Ó°Òµ offers resources and products designed to meet your personal and family goals.
Support your workforce with innovative employee benefits and retirement solutions. ¾«¶«Ó°Òµ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.
Simplify complex retirement and pension risk management with our tailored solutions for large organizations. ¾«¶«Ó°Òµ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.
Empower your clients with confidence by leveraging ¾«¶«Ó°Òµâ€™s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.
The Power of... is a research series comprised of three white papers that provide compelling insights and actionable information by demonstrating the impact of trackingÌý²ú±ð³ó²¹±¹¾±´Ç°ù²õ,Ìýoptimism, and imagination—three critical psychological drivers influencing retirement savings, health, and overall financial wellness.
The first paper in the series, The Power of Tracking, presents research conducted in collaboration with Michael Finke, PhD, CFP®, and AGEIST.COM to help you understand how offering a lifetime income option may attract, motivate, and retain an engaged, optimistic workforce—ultimately driving positive outcomes for both plan sponsors and participants.
Watch the LinkedIn Live replay where industry experts Jean Chatzky, Michael Finke, and ¾«¶«Ó°Òµ's Karen Neeley explore the psychology behind progress tracking and how it engages our brain's emotional centers to deliver instant gratification while keeping us on course for ambitious long-term outcomes.
Progress tracking provides short-term rewards that help people reach long-term health and financial goals. Using data from a new survey of 2,000 consumers, we explore how people who track fitness ("trackers") are also far more likely to track their finances, and how trackers save more for retirement, spend more time imagining their life in retirement, expect to live longer, and place a greater value on lifetime income.Â
1,2 Dr. Michael Finke and David Stewart of Ageist, sponsored by ¾«¶«Ó°Òµ
¾«¶«Ó°Òµ, its affiliates, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or attorney.
¾«¶«Ó°Òµ is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products. ¾«¶«Ó°Òµ, its affiliates, its distributors, and respective representatives do not provide any employer-sponsored qualified plan administrative services or impartial advice about investments and do not act in a fiduciary capacity for any plan.
This material is provided for informational purposes only and should not be construed as investment, tax, or legal advice.Â
Information is based on current laws, which are subject to change at any time. Clients should consult with their accounting or tax professionals for guidance regarding their specific financial situations.
¾«¶«Ó°Òµ refers to ¾«¶«Ó°Òµ and its affiliates, including ¾«¶«Ó°Òµ & Annuity Company. Insurance products can be issued in all states, except New York, by ¾«¶«Ó°Òµ or ¾«¶«Ó°Òµ & Annuity Company. In New York, insurance products are only issued by ¾«¶«Ó°Òµ & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.
The home office for ¾«¶«Ó°Òµ & Annuity Company is located in Phoenix, Arizona. The home office for ¾«¶«Ó°Òµ is located in Omaha, Nebraska.
