(New Independent Survey) Findings Aim to Help Address Client Retirement Concerns

American Equity partnered with the Insured Retirement Institute (IRI) to help learn what concerns near-retirees and retirees face today and tomorrow, so we can continue to help address those needs with our products and services. 

Key findings from the report show that as the retirement landscape changes so does the demand for benefits unique to fixed index annuities, like guaranteed lifetime income and supplemental income options for health care-related costs. 

Read Complete IRI and American Equity Report 

Check out the full report on the American Equity website. It focuses on four key aspects of retirement readiness and is divided into four sections: 

  1. Retirement Status and Expectations 
  2. Factors Impacting Retirement Confidence 
  3. Investing Preferences and Biases 
  4. Working with Financial Advisors