Lifetime Income Initiative Member Marketing Toolkit

Summary

The July Member Toolkit: Women & Annuities

The Women & Annuities toolkit provides research, educational content, marketing materials, videos, podcasts, social posts, and advisor resources focused on helping women, particularly widows, navigate retirement planning and annuity decisions. The content centers on the growing wealth transfer to widows and equips financial professionals with tools to build trust, support clients through life transitions, and improve retirement confidence and income security.

• Distribution Channels
• Retirement
• Retirement Income
• Marketing
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

Download Your Member Toolkits

All resources can be accessed in the downloadable zip file.

• NEW: Women & Annuities Toolkit
• Annuity Awareness Toolkit
• Cognitive Decline Toolkit
• Health and Long-term Care Expenses Toolkit
• Lifetime Income Initiative Launch Toolkit