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Research & Insights
Pooled Employer Plans, or PEPs, are increasingly recognized for their benefits to both employers and advisors. A recent survey of employers found significant improvements in satisfaction with PEPs, showcasing their value in enhancing workplace environments and advisor-client relationships.
Research & Insights
Empowering women in the workplace means supporting them through every stage of their careers — including when they need to take a leave of absence.
Webinar
Date: July 11, 2024
Watch Regional Vice President John Williams discuss how to unlock the full potential of your clients' IRAs. Discover the advantages of rolling over IRAs into the Legacy Max enhanced death benefit rider available on the Enhanced Choice Index Plus annuity. Don’t miss this opportunity to enhance your clients’ retirement strategies.
Webinar
Date: May 27, 2025
The Enhanced Choice Index Plus annuity is evolving, bringing powerful new features designed to add confidence and stability, even in volatile market conditions. In this webinar, you'll explore these exciting product enhancements: More rate guarantees for added stability, innovative crediting strategies to optimize returns and a new index choice from S&P Dow Jones Indices.
Article | Research & Insights
Explore our latest research and insights for retirement plan advisors. Whether you're looking for detailed research or practical advice, our comprehensive resources will equip you with the knowledge to confidently present retirement plans to your clients.
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