That Annuity Show

In this episode of That Annuity Show, Paul Tyler, Bruno Caron, and Ramsey Smith discuss the importance of reaching more people in the annuity industry with their products. They are joined by Sri Reddy, Sri Reddy, senior vice president of Retirement and Income Solutions at Principal® and a Principal Securities Registered Representative, who shares insights on retirement income solutions, pension risk transfer, and the evolving landscape of defined benefit plans. The conversation delves into consumer behavior regarding annuities, the rise of registered indexed linked annuities (RILAs), and strategies to address longevity risk. Sri also highlights the role of research from the Employee Benefit Research Institute (EBRI) in understanding retirement behaviors and outcomes. Learn more: thatannuityshow.com    Important Information: Principal Custody Solutions assets under administration (AUA) were nearly $1 trillion as of December 31, 2023. Before investing in registered index-linked annuities, investors should caref