Understand the basics
Get an introductory overview of how fixed index annuity interest crediting is generally structured.
Annuity insights, smarter decisions
A clearer way to explore fixed index annuities.
Learn how fixed index annuities work, what questions to ask, and how they may fit into a broader retirement income conversation. Start with the information, then decide at your own pace.
General education only. An annuity may not be appropriate for every person or every retirement strategy.
Start with the basics. Keep your choices yours.
Fixed index annuities are insurance contracts with terms that vary by product and insurer. Our educational materials are designed to help you understand common features and prepare thoughtful questions.
Know what to ask
Consider contract terms, access to your money, fees or charges, and the insurer’s claims-paying ability.
Decide if it fits
Compare any product with your own needs, time horizon, liquidity needs, and other retirement resources.
Watch and learn
Two educational videos, in one place.
Explore fixed index annuities and retirement income options at your own pace. These presentations are general education, not personalized recommendations.
4 Reasons to Own a Fixed Index Annuity
An introduction to four reasons some people consider fixed index annuities.
5 Reasons to Create Your Own Retirement Pension
A presentation about creating retirement income with money already saved for retirement.
These videos are hosted by Descript at public share URLs. The form-first flow on the separate /form page is not robust access control for the video files.
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