[REPLAY] The Next Annuity Buyer: Reaching Gen X and Millennials from Athene

Recorded 09/09/2026 

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.