Breaking Barriers | Grow with the Flow (Annuities)

Join WIN for our first Breaking Barriers call of 2023 during which we’ll take a look at flow annuities and all the ways they can help your clients achieve their goals! Flow annuities aren’t just for 403b plans anymore – join us to hear from our panel of experts on how you can position these products differently!

Did you know:

• 13 states are now mandating small business to offer retirement plans to their employees
• Female entrepreneurs grew by over 40% between 2021 and 2022 *source

The pandemic has prompted 35% of Americans to change the age when they anticipate retiring, a recent survey from Northwestern Mutual found. Of those respondents, 24% said they plan to retire later than they did before the pandemic. Meanwhile, 11% said they plan to retire earlier *source