Associated with AZ Valley of the Sun Chapter
6:00 to 6:20 - Networking
6:20 to 7:10 - "Annuities and What’s New In Fin in Tech"
Speaker: Hayden Ess, FRM, EA, Project Manager, Annexus Group
Program Synopsis (NASBA-Compliant)
This one-hour group internet-based CPE program provides an overview of annuity fundamentals and examines how evolving market demands and product innovation are reshaping retirement income strategies. Participants will review core annuity structures, common use cases, and key considerations for evaluating suitability in client advisory contexts.
The session also explores recent advancements in financial technology—including artificial intelligence, digital platforms, and embedded finance—and their growing influence on annuity development and the broader financial services ecosystem. Through a practical, forward-looking discussion, participants will gain insight into how traditional financial instruments and modern technology are converging, and how these developments may affect professional practice and decision-making.
Learning Objectives
By the end of this session, participants will be able to:
- Explain the structure and purpose of annuities, including key product types (fixed, indexed, and variable), and how they function within retirement income planning and risk management strategies.
- Evaluate current trends reshaping annuity products and distribution, including innovations such as buffered/index-linked annuities, income-focused solutions, and evolving client demand for downside protection and predictable income.
- Identify emerging fintech developments impacting financial services and annuities, including artificial intelligence, embedded finance, and digital platforms, and assess how these innovations influence product design, compliance, and client engagement.
Online Instructions: (Register below to get the Link to the meeting-mailed out 1 day and 2 hours before)
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