Impactful Conversations | Stories and Lessons for Financial Advisors

S1E30: The Future of Fixed Index Annuities: What Advisors Must Know


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Tom Haines, EVP of Capital Markets and Index Solutions at Annexus, breaks down the evolution of fixed index annuities, why they’re dominating retirement planning, and what advisors need to know about risk, longevity, and legacy. From Peak 65 to medical inflation and AI’s role in financial strategies, this episode is packed with actionable insights for today’s advisor.

Listen to last episode here: AI, Inflation, and Retirement Planning

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Impactful Conversations | Stories and Lessons for Financial AdvisorsBy Impact Partnership