Consumers
Today’s consumers face a difficult challenge in preparing for retirement. We’re living longer, working later in life and having to take on the lion’s share of our own planning efforts. With so much information about financial products and strategies readily available online and in the media, it can be difficult to cut through the clutter and identify fact from fiction. It can also be difficult to create a plan that matches your risk tolerance, keeps up with significant life changes you experience over time, and makes certain your financial goals and objectives will be met.
Annuities can play a critical role in helping individuals successfully prepare for their golden years. In fact, according to a recent report from the LIMRA regardless of their household income sources, workers overwhelmingly agree (86%) that lifetime-guaranteed income can provide peace of mind.1 It is critical that factual, unbiased information about how these products work is made available to consumers for free. The Coalition has put together a sampling of materials below you can use to better understand how these products may fit into your portfolio. Then, we encourage you to seek help from a licensed, trusted professional in your area to solidify your plans for retirement.
1 Analysis of Retirement Investors Survey, LIMRA, published February 7, 2023.
Educational Events
NAFA Webinar: Use Reliable Income from an Annuity to Super-Power Your Retirement Lifestyle
Retirement planning is all about money — or is it? The need for an income plan to use those funds wisely is equally as important and challenging if you’re not sure where to start. Listen in as Tamiko Toland, Annuity Yoda and co-founder and CEO of IncomePath, shares a look at how to hack retirement by creating your own pension using annuities to achieve your desired lifestyle goals.
Financial Security Caucus Briefing: A paycheck for life? It’s a thing.
June 17, 2025
2168 Rayburn House Office Building
45 Independence Ave SW, Washington, DC 20515
The purpose of the Caucus is to educate lawmakers about the ongoing need for public policy that encourages Americans to save more, plan ahead, and protect their financial and retirement security. Join us in person for an open event that brings various industry stakeholders together to discuss the annuity marketplace and the value of these products in generating predictable retirement paychecks.
Resources Provided by Sponsors and Coalition Members
Stickers
Order your own We Love Annuities stickers!
We’re making it easy for you to use our custom sticker art to show your love for annuities! Follow these simple instructions to have yours printed, and plaster them on everything from notebooks to phone cases to water bottles to spread the word. Don’t forget to also share photos of your stickers in use and tag #WeLoveAnnuities!
- Download the art using the links at the left. Click the image of the sticker you like and save the art (PDF file) to your computer.
- Sign up for a FREE sticker mule account.
- Click on the “Stickers” menu item; then select “Die cut stickers.”
- For the badge sticker: Select a custom size and enter 3.25″ x 4.9163″.
- For the circle sticker: Select a custom size and enter 3″ x 3″.
- For the heart sticker: Select a custom size and enter 3″ x 2.74″.
- Choose your quantity and hit continue.
- Upload the artwork from the place where you saved it on your computer.
- Follow the prompts to checkout. You will receive a proof from Sticker Mule. Once approved, Sticker Mule will ship your stickers to the address you provided for FREE!
Click on the Sticker Mule
button to get started! »
Buttons
Order your own We Love Annuities buttons!
We’re making it easy for you to use our custom button art to show your love for annuities! Follow these simple instructions to have yours printed, and pin them on everything from shirts to bags to coats to spread the word. Don’t forget to also share photos of your button in use and tag #WeLoveAnnuities!
- Download the art using the links at the left. Click the image of the button and save the art (PDF file) to your computer.
- Sign up for a FREE sticker mule account.
- Click on the “Buttons” menu item; then “1.5″ Round buttons.”
- Choose your quantity and hit it continue.
- Upload the artwork from the place where you saved it on your computer.
- Follow the prompts to checkout. You will receive a proof from Sticker Mule. Once approved, Sticker Mule will ship your shirt(s) to the address you provided for FREE!
Click on the Sticker Mule
button to get started! »
Shirts
Order your own We Love Annuities t-shirts!
We’re making it easy for you to use our custom art to show your love for annuities! Follow these simple instructions to have yours printed, and wear your shirt proudly to spread the word. Don’t forget to also share photos of your shirt and tag #WeLoveAnnuities!
- Download the art using the links at the left. Click the image of the shirt you like and save the art (PDF file) to your computer.
- Sign up for a FREE sticker mule account.
- Click on the “T-shirts” menu item; then select the color, size and quantity of shirt(s).
- Hit continue.
- Upload the artwork from the place where you saved it on your computer.
- For the brick heart shirt: Select “Left chest” for artwork position.
- For the red circle shirt: Select “Full front” for artwork position.
- Follow the prompts to checkout. You will receive a proof from Sticker Mule. Once approved, Sticker Mule will ship your shirt(s) to the address you provided for FREE!
Click on the Sticker Mule
button to get started! »
Whitepapers and Fliers
When Banks Collapse & What it Means for Consumers and Retirees AmeriLife in partnership with AgentAndAdvisor.com
Help clients understand what happens when a bank fails and educate them on various financial products available that may protect them when there are “cracks” in the financial system.
Why You Should Consider Replacing Your Bonds with a Fixed Indexed Annuity AmeriLife in partnership with AgentAndAdvisor.com
Arm clients with comparative background, research and insights on why it may make sense for them to consider a fixed indexed annuity (FIA) as a replacement for bonds.
Annuity: 101 SILAC Insurance Company
Get back to basics with facts that can help you better understand fixed annuities.
Fixed Indexed Annuity Benefits: Principal Protection + Accumulation SILAC Insurance Company
Learn why these two key benefits of FIAs can offer a potent combination when planning for retirement.
FIA vs. MYGA SILAC Insurance Company
Discover the differences between the two types of fixed annuities and which might be the best fit for your needs.
7 Reasons to Consider Annuities Now NAFA
Help consumers learn how to take control of their finances and their futures by putting fixed annuities in their retirement toolbox with this informational flier.
The Fixed Annuity Umbrella NAFA
Dispel confusion about how fixed indexed annuities and declared rate annuities differ.
Facts About Annuities: How Will I Get Income from My Annuity? NAFA
Withdrawal benefits, income riders and annuitization provide income from an annuity.
Facts About Annuities: How Can I Protect Against Fraud When Buying a Fixed Annuity? NAFA
Safeguard your nest egg from scams and ensure the annuity you purchase is suitable.
Facts About Annuities: Is My Annuity Protected If My Insurance Company Fails? NAFA
Consumers can be confident fixed annuities are protected by state guaranty associations.
We LOVE Fixed Annuities NAFA
Check out a simple summary of the most loved annuity features, statistics and benefits.
Annuities Language Glossary Lincoln Financial Group
Demystify the language used to describe annuities and their features with this glossary.
Balancing Risk and Reward Lincoln Financial Group
Learn how fixed indexed annuities compare with your other investments.
Risk tolerance and risk capacity: Understanding both sides of your risk profile Nationwide
Learn how the two varieties of risks work together.
Straight talk about annuities Nationwide
An annuity is a long-term, tax-deferred investment issued by an insurance company and purchased through a financial professional.
Discover the value of an annuity Nationwide
Learn the different types of annuities.
Volatility Survival Guide North American
Build confidence when faced with a potential bear market by using fixed indexed annuities.
Your Guide to Rollovers North American
Learn how an annuity rollover might meet your needs for an independent retirement plan.
Understanding Market Risk and How to Manage It Athene
Learn how to understand market cycles and the impact volatility can have on your savings.
Fixed Indexed Annuities — A Powerful Combination of Protection and Potential Athene
A fixed indexed annuity in your portfolio may help you transition from saving to safety.
Defusing the Top Four Retirement Risks with a Fixed Indexed Annuity Athene
Discover how to address four common risks for a financially secure retirement.
Annuities and Legacy Protection Athene
Learn how annuity death benefit provisions can provide a legacy for loved ones.
FIA Education Series: Annuities in Retirement Planning NAFA in partnership with CANNEX
Learn how fixed annuities can boost the chances of retirement success through safe accumulation of interest and reliable income.
FIA Education Series: Annuity Crediting Strategies: Cap Strategy NAFA in partnership with CANNEX
Learn how the point-to-point cap strategy works and why it’s a popular option available on many FIAs.
FIA Education Series: Helping Consumers Understand FIAs NAFA in partnership with CANNEX
Learn how FIAs work and how they compare to other financial strategies for retirement planning, such as bond laddering or CDs.
FIA Education Series: Product Comparison: Index-Linked Annuities NAFA in partnership with CANNEX
Learn the key differences between FIAs and RILAs and what to consider when deciding which one would best fit in a consumer’s retirement plan.
FIA Education Series: Annuity Crediting Strategies: Participation “Par” Rate Strategy NAFA in partnership with CANNEX
Learn how the point-to-point participation rate strategy works and why it’s a popular option available on many FIAs.
How annuity income can simplify your retirement Securian Financial
Learn about annuities and designing your annuity income.
Creating retirement income for the path you travel Securian Financial
Learn about variable annuities and the benefits they provide.
Understanding fixed deferred annuities Securian Financial
Learn about fixed deferred annuities and how they work.
Annuities Can Serve Multiple Roles in Your Retirement Plan Alliance for Lifetime Income
Learn about the different roles annuities can have in your retirement plan.
The Many Benefits of Annuities Might Surprise You Alliance for Lifetime Income
Learn about the many benefits of annuities.
Videos
Understanding Annuity Basics — How Do Annuities Work? American Equity
Watch this three-minute summary of how an annuity might work in your retirement plan.
ACLI Explains Annuities ACLI
Learn about annuities and why more people are turning to them for retirement income.
Variable Annuities Nationwide
Find out how a variable annuity can be used to create lasting income for your retirement.
Annuity Education Nationwide
Learn about annuities and how they can allow you to go out and live rather than outlive your income.
Fixed Indexed Annuities Nationwide
Learn how fixed indexed annuities can protect a retiree’s nest egg while providing opportunity for growth.
Immediate Annuities Nationwide
Disover how an immediate annuity converts a lump sum into a stream of guaranteed, consistent income.
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