Annuity Insights

Annuities improve outcomes The Annuities Improve Outcomes research provides quantitative measurement of how specific client profiles can improve their retirement experience by incorporating an annuity into their retirement income strategy.

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Annuity Insights

Annuities: An essential slice of the retirement pie

Annuities have become an essential slice of the retirement pie for Americans approaching and living in retirement. As part of a retirement income solution, annuities also can be an ideal complement to other portfolios.

The enduring advantage of annuities

The annuity advantage is based on the idea that an insurance company, by averaging across individuals, can safely eat into principal more quickly and still be confident of providing a lifetime of income for their investors than any individual investing for themselves.

The enduring advantage of annuities: Part II

Annuities have a second critical advantage that is also more important in today’s environment of high volatility in stocks and interest rates.

Capitalizing on the tax-deferral advantage of a variable annuity

Tax-deferred investing continues to be a valuable retirement saving strategy. The longer money is invested, the greater the benefit from tax deferral and compounding.

MORE INSIGHTS

Guide to Retirement

The Guide to Retirement is here. This quide provides a powerful framework to support advisors' retirement planning conversations with clients by using data, exhibits and analysis to explain complex retirement issues in a clear and concise manner.

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Guide to the Markets

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs

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Our variable annuities sales team can help you grow your business

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