VIRTUAL EVENTS

Variable annuities, income riders, and retirement income innovations

Are you using every tool at your disposal to boost client retirement income?

With 11,000 Americans turning 65 every day, retirement income is increasingly important. Variable annuities with guaranteed lifetime withdrawal benefits represent one tool available to help address retirement income needs. Many advisors focus primarily on benefit base roll-up rates or equity allocations, but actual income depends on a host of tactics working in tandem.

Join the experts at MassMutual Strategic Distributors for an educational webcast exploring income riders and how to evaluation variable annuities beyond surface level features so you can match the right rider to each client’s investor profile and retirement goals.

June 12, 2026
11 AM PT | 2 PM ET
1 CE Credit
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SUMMARY

What you'll learn:

  • A framework for comprehensive income rider evaluation.
  • The historical context of income rider performance.
  • How to match clients to opportunities and more clearly communicate during retirement income planning sessions with clients.

This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Alex Samoila

National Sales Manager
MMSD Annuity

Wade D. Pfau, Ph.D., CFA, RICP

Professor of Practice
The American College of Financial Services

Christopher Funk

Head of Wholesaled Key Accounts
MMSD Annuity Distribution

Kirsten Chang

Senior Industry Analyst
VettaFi

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Important Disclosures

Variable annuities offered through registered representatives of MML Investors Services, LLC, Springfield, MA 01111-0001 or a broker-dealer that has a selling agreement with MML Strategic Distributors, LLC, Springfield, MA 01111-0001.

Principal Underwriters: MML Investors Services, LLC (MMLIS), Member SIPC®, and MML Strategic Distributors, LLC (MSD), are both Members FINRA and subsidiaries of Massachusetts Mutual Life Insurance Company, Springfield, MA

01111-0001.