LinkedIn LIVE: Industry Insights With Bryan Hodgens — Are In-Plan Annuities at a Tipping Point?

5/21/2024, 2 - 2:30 p.m. ET

On-Demand Webinar

Overview

Who Should Join

Senior leaders in the annuities, retirement, and workplace benefits space; financial professionals.

Highlights

Interest in in-plan annuities is rising, and adoption of new products in the market is gaining momentum. According to LIMRA’s 2023 Retirement Investor Survey, nearly 7 in 10 non-retired workers* would be somewhat or very likely to select an in-plan annuity option within their employer-sponsored retirement savings account to create a guaranteed income stream in retirement.

In this episode of Industry Insights With Bryan Hodgens, Bryan discusses the in-plan annuity market, how the Secure Act was the catalyst for new product innovation, the latest research on the plan sponsors view of these products and where we are going from here.

*Survey of investors between the ages of 40 to 85 with at least $100,000 in household investable assets.

Presenters

Bryan Hodgens, AIF

Senior Vice President, Head of Research, LIMRA and LOMA

Bryan Hodgens, AIF

Senior Vice President, Head of Research, LIMRA and LOMA

Bryan Hodgens is Senior Vice President and Head of Research for LIMRA and LOMA. In this capacity, he develops and executes the research strategy for both the distribution and retirement research programs, focused on providing insights and best practices to address the current and emerging business challenges facing LIMRA members.

Hodgens joined LIMRA in 2022 with more than 25 years of executive experience at companies such as AIG, Wells Fargo Advisors and Asset Growth Partners. Most recently, he was senior vice president and head of LPL Financials’ Retirement Plans and Financial Planning Group.

He earned his Bachelor of Arts degree in economics from Emory University in Atlanta Georgia.