In this episode of Policy & Purpose, we unpack the record-breaking rise in annuity sales in 2024 and what it means for the future of retirement planning. With Baby Boomers seeking portfolio protection amid market volatility and interest rate shifts, indexed and structured annuities have taken center stage.
We explore how retirees are customizing annuities to balance growth and protection, and why the fear of outliving savings is reshaping retirement conversations. From the “annuity puzzle” to the rise of Collective Investment Trusts (CITs) in workplace plans, this episode gives a 360° view of the evolving retirement landscape.
We also dive into the growing need for holistic retirement planning that goes beyond money—to include lifestyle goals, emotional well-being, and long-term security.
🎧 Tune in and discover how today’s annuity trends can shape your tomorrow.
#AnnuityTrends2024 #RetirementPlanning #PolicyAndPurpose #SecureYourFuture #FinancialProtection
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