[WEBINAR] The Next Annuity Buyer: Reaching Gen X and Millennials from Athene
Wednesday 09/09/2026 at 11:00 am - 12:00 pm CDT
In 2025, retail annuity sales hit a record $464 billion — yet the “annuity puzzle” that economist Franco Modigliani identified nearly 40 years ago remains unsolved. Adding to the opportunity: Gen X and millennials report more openness to annuities than boomers do, a shift most financial professionals aren’t yet positioned to meet.
Join Craig Fox, UCLA Anderson School of Management and Gregory Samanez-Larkin, Duke University — co-authors of Athene’s Solving the Annuity Puzzle for New Generations of Consumers whitepaper — to discover how financial professionals can reach and earn the trust of the next generation of annuity clients. You can expect to learn:
How interest in different types of annuities can vary across generations of clients.
What factors hold clients from each generation back from purchasing annuities that may benefit them.
Strategies for communicating and maintaining relationships with clients from different generations.
In 2025, retail annuity sales hit a record $464 billion — yet the “annuity puzzle” that economist Franco Modigliani identified nearly 40 years ago remains unsolved. Adding to the opportunity: Gen X and millennials report more openness to annuities than boomers do, a shift most financial professionals aren’t yet positioned to meet.
Join Craig Fox, UCLA Anderson School of Management and Gregory Samanez-Larkin, Duke University — co-authors of Athene’s Solving the Annuity Puzzle for New Generations of Consumers whitepaper — to discover how financial professionals can reach and earn the trust of the next generation of annuity clients. You can expect to learn:
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