(FAQ) How the Sandwich Generation Affects Your Clients’ Retirement
Almost half (48%) of middle-aged Americans have a parent over 65 and a child they are financially supporting.* Help clients ease the squeeze on finances “sandwiched” between generations with a guaranteed lifetime income strategy.
IncomeShield and Sandwich Generation
The IncomeShield fixed index annuity provides principal protection to help ensure client money is
there when they need, and it offers options for generating lifetime income how they want. Check out our “Sandwich Generation” FAQs and IncomeShield resources for dealing with common sandwich generation challenges.
1 Source: Secure Retirement Institute: Index Annuity Guaranteed Lifetime Withdrawal Benefit Survey, tracking the amount of sales and assets in which GLWB were elected through 9/30/21. To request a copy of the data, contact American Equity Investment Life Insurance Company.
* Source: Pew Research Center, “The Sandwich Generation: Rising Financial Burdens for Middle-Aged Americans.” 2013.
Annuity contract and riders issued under form series ICC17 BASE-IDX-B, ICC17 IDX-11-10, ICC20 R-LIBR-FCP, ICC20 R-LIBR-FSP, ICC20 R-LIBR-W-FCP, ICC20 R-LIBR-W-FSP and state variations thereof. Availability may vary by state.
Guarantees are based on the financial strength and claims paying ability of American Equity and are not guaranteed by any bank or insured by the FDIC.