We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!

wscdsdc

media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us

855.ask.wink

Close [x]
pattern

Industry News

Categories

  • Industry Articles (21,155)
  • Industry Conferences (2)
  • Industry Job Openings (35)
  • Moore on the Market (414)
  • Negative Media (144)
  • Positive Media (73)
  • Sheryl's Articles (800)
  • Wink's Articles (353)
  • Wink's Inside Story (274)
  • Wink's Press Releases (123)
  • Blog Archives

  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • August 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • November 2008
  • September 2008
  • May 2008
  • February 2008
  • August 2006
  • New Annuities Language Glossary Brings Clarity and Simplicity to Critical Asset Class

    February 17, 2021 by Alliance For Lifetime Income

    WASHINGTONFeb. 16, 2021 /PRNewswire/ — The Alliance for Lifetime Income, a non-profit consumer education organization devoted to helping Americans address the risk of outliving their retirement income, today released the Second Edition of its Annuities Language Glossary. This new resource for consumers and financial professionals builds on the original glossary by adding new terms and definitions to reduce complexity and demystify annuities, providing them with simpler language they can understand.

    Consumers have long been confused by the technical terms and jargon used by the financial services industry, which has created considerable misunderstanding about the benefits and importance of annuities in a diversified retirement portfolio. These new, simpler terms and definitions were derived from extensive consumer research and interaction with consumers.

    “For many Americans, annuities are the only way they can effectively protect their retirement income today and ensure they are financially secure for as long as they live. But the language used to describe annuities, like so many other financial products, is often too complicated or ambiguous for most people to understand,” said Jean Statler, CEO of the Alliance for Lifetime Income. “To solve this problem, we went straight to consumers to hear about the words and phrases that make sense to them. By creating the industry’s first-ever glossary specifically for consumers, we’re not only making an important financial product easier to understand, but also honoring one of the Alliance’s guiding principles and commitments: to reduce complexity and give consumers simple, clear and transparent information about annuities.”

    This glossary also draws on past language research conducted by various companies in the financial services industry. The Alliance adds to that cumulative knowledge with its own nationwide quantitative and qualitative research, conducted amongst 1,000 consumers, as well as firsthand interaction and reactions from consumers about retirement savings priorities and concerns, their knowledge of annuities, and the complex terms used when discussing annuities.

    David Blanchett, head of retirement research for Morningstar Investment Management LLC, and senior education fellow with the Alliance for Lifetime Income, added “Simple and clear language has been a long time coming in this industry. If the retirement industry can come together to adopt this new language, it will remove a notable barrier for consumers, which is lack of understanding.”

    The Alliance is also providing its revised Annuities Language Discussion Guide alongside the glossary to help enable financial professionals to speak with clients about annuities in a consumer-friendly way. While simplifying the language used to describe annuities is a critical factor in helping Americans protect their income, a thoughtful conversation with a trusted financial professional can ultimately enable a financially secure retirement.

    The Second Edition Annuities Language Glossary is available now at ProtectedIncome.org. Financial professionals are also encouraged to visit the Alliance’s Financial Professional Resource Center at Resources.ProtectedIncome.org for additional tools, including a client discussion guide and version of the glossary designed for financial professionals.

    About the Alliance for Lifetime Income

    The Alliance for Lifetime Income is a non-profit 501(c)(6) educational organization based in Washington, D.C., that creates awareness and educates Americans about the value and importance of having protected lifetime income in retirement. Our vision is for a country where no American has to face the prospect of running out of money in retirement. The Alliance provides consumers and financial advisors with educational resources, interactive tools, and actionable research and insights to use in building retirement income strategies and plans. We believe focusing attention and conversations on retirement income that lasts throughout life leads to greater retirement security for millions of Americans. Learn more at www.allianceforlifetimeincome.org and www.ProtectedIncome.org.

    SOURCE Alliance for Lifetime Income

    Originally Posted at Cision PR Newswire on February 16, 2021 by Alliance For Lifetime Income.

    Categories: Industry Articles
    currency