Why is portability so important for retirement plan participants? And how does it apply to in-plan guaranteed lifetime income solutions like annuities?

We speak with Gordy Stead, Director of Institutional Sales at Allianz Life Insurance Company of North America. He joins us to discuss the importance of portability in retirement savings as we explore the unique challenges and considerations when it comes to in-plan guaranteed lifetime income solutions.

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Disclosure

Research cited in this podcast:

• Allianz Life conducted an online survey, the 2024 3Q Quarterly Market Perceptions Study, in August 2024 with a nationally representative sample of 1,005 individuals age 18+.
• U.S. Bureau of Labor Statistics, January 2022
• Trends in Public-Sector Employee Tenure, 2000-2022, Public Retirement Research Lab, 2022

Allianz Life Insurance Company of North America has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products.

Allianz Life Insurance Company of North America does not provide financial planning services.

Allianz Life Insurance Company of North America is not affiliated with NAPA

Guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.

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Sponsored By: John Hancock Retirement

Sponsored by: Inspira Financial Trust, LLC

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*Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice.