ÐÔÊÀ½ç´«Ã½

Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, ÐÔÊÀ½ç´«Ã½ offers resources and products designed to meet your personal and family goals.

Support your workforce with innovative employee benefits and retirement solutions. ÐÔÊÀ½ç´«Ã½ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.

Simplify complex retirement and pension risk management with our tailored solutions for large organizations. ÐÔÊÀ½ç´«Ã½ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.

Empower your clients with confidence by leveraging ÐÔÊÀ½ç´«Ã½â€™s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.

  • Individuals

    Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, ÐÔÊÀ½ç´«Ã½ offers resources and products designed to meet your personal and family goals.

  • Employers

    Support your workforce with innovative employee benefits and retirement solutions. ÐÔÊÀ½ç´«Ã½ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.

  • Institutions

    Simplify complex retirement and pension risk management with our tailored solutions for large organizations. ÐÔÊÀ½ç´«Ã½ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.

  • Financial Professionals & Brokers

    Empower your clients with confidence by leveraging ÐÔÊÀ½ç´«Ã½â€™s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.

The Power of... Tracking

The Power of... is a research series comprised of three white papers that provide compelling insights and actionable information by demonstrating the impact of trackingÌý²ú±ð³ó²¹±¹¾±´Ç°ù²õ,Ìýoptimism, and imagination—three critical psychological drivers influencing retirement savings, health, and overall financial wellness.

WHITE PAPER: The Power of Tracking

The first paper in the series, The Power of Tracking, presents research conducted in collaboration with Michael Finke, PhD, CFP®, and AGEIST.COM to help you understand how offering a lifetime income option may attract, motivate, and retain an engaged, optimistic workforce—ultimately driving positive outcomes for both plan sponsors and participants.

DOWNLOAD

REPLAY: Watch The Power of Tracking

Watch the LinkedIn Live replay where industry experts Jean Chatzky, Michael Finke, and ÐÔÊÀ½ç´«Ã½'s Karen Neeley explore the psychology behind progress tracking and how it engages our brain's emotional centers to deliver instant gratification while keeping us on course for ambitious long-term outcomes.

WHAT IS TRACKING?

Progress tracking provides short-term rewards that help people reach long-term health and financial goals. Using data from a new survey of 2,000 consumers, we explore how people who track fitness ("trackers") are also far more likely to track their finances, and how trackers save more for retirement, spend more time imagining their life in retirement, expect to live longer, and place a greater value on lifetime income. 

ARE YOU ON TRACK?

How Positive Are You in Your Retirement Journey?1

Understanding the confidence levels of participants in their retirement journey is key to providing the right support. By offering tailored retirement solutions, you can help guide them toward financial security and long-term success.

49.3

Highly Positive

28.1

Not Highly Positive

Do You Track Your Health With a Wearable?2

With the growing popularity of wearable health technology, tracking personal wellness has never been easier. Monitoring progress can lead to better outcomes both in and out of the workplace.

37.9

Yes

22.2

No

1,2 Dr. Michael Finke and David Stewart of Ageist, sponsored by ÐÔÊÀ½ç´«Ã½

ÐÔÊÀ½ç´«Ã½, its affiliates, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or attorney.

ÐÔÊÀ½ç´«Ã½ is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products. ÐÔÊÀ½ç´«Ã½, its affiliates, its distributors, and respective representatives do not provide any employer-sponsored qualified plan administrative services or impartial advice about investments and do not act in a fiduciary capacity for any plan.

This material is provided for informational purposes only and should not be construed as investment, tax, or legal advice. 

Information is based on current laws, which are subject to change at any time. Clients should consult with their accounting or tax professionals for guidance regarding their specific financial situations.

ÐÔÊÀ½ç´«Ã½ refers to ÐÔÊÀ½ç´«Ã½ and its affiliates, including ÐÔÊÀ½ç´«Ã½ & Annuity Company. Insurance products can be issued in all states, except New York, by ÐÔÊÀ½ç´«Ã½ or ÐÔÊÀ½ç´«Ã½ & Annuity Company. In New York, insurance products are only issued by ÐÔÊÀ½ç´«Ã½ & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.

The home office for ÐÔÊÀ½ç´«Ã½ & Annuity Company is located in Phoenix, Arizona. The home office for ÐÔÊÀ½ç´«Ã½ is located in Omaha, Nebraska.

 

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