Educational Webinar
Virtual Educational Seminar: 401(k) / IRA Rollover Options
Learn 401(k) / IRA Rollover Options and Protect Your Retirement Savings
What You Will Learn
- 401(k) and IRA rollover basics
- What options may be available after changing jobs
- How to think about retirement savings protection
- How market downturns can impact retirement planning
- Tax-deferred growth concepts
- Income planning options for retirement
Who Should Attend
- People with old 401(k) accounts
- People who recently changed jobs
- People planning for retirement
- Families wanting safer retirement planning education
- Professionals who want to understand rollover options
About Your Instructors
Meet the experienced educators leading this session with practical retirement and business insights.
Reshma Hajiyani
Financial Educator & Expert
Salim Hajiyani
Business & Leadership Expert
She is a highly respected woman entrepreneur, mentor, and financial educator with over a decade of industry experience. As a mother and leader, she turned personal challenges into purpose and has mentored thousands of individuals and families in understanding protection, retirement planning, and financial education. Her mission is to help people make informed decisions with clarity, confidence, and long-term vision.
Educational Market Context
U.S. individual annuity sales reached approximately $464.1 billion in 2025, showing continued consumer interest in retirement income and protection strategies. In Q1 2026, total U.S. annuity sales were approximately $104.6 billion. This information is provided for general educational context only and is not a product recommendation or performance claim.
2025 Year-End Top 20 Annuity Sales Rankings
| Rank | Total Sales | Variable Sales | Fixed Sales |
|---|---|---|---|
| 1 | Athene Annuity & Life - $34.5B | Equitable - $22.8B | Athene - $33.0B |
| 2 | New York Life - $30.6B | Jackson Nat'l - $20.8B | New York Life - $24.1B |
| 3 | Corebridge Financial - $26.8B | Lincoln Financial - $12.5B | Corebridge - $20.8B |
| 4 | Equitable Financial - $23.2B | Allianz Life - $10.8B | Massachusetts Mutual - $18.5B |
| 5 | Jackson National Life - $22.7B | Brighthouse - $8.7B | Nationwide - $14.1B |
Top 20 Total: $340.9B (73% of $464.1B industry total) | Source: LIMRA U.S. Individual Annuities Sales Survey
Q1 2026 Annuity Sales Estimates ($B)
| Product Type | Q1 2026 | vs Q1 2025 |
|---|---|---|
| Traditional Variable | $16.1B | +9% |
| Registered Index-Linked | $21.2B | +21% |
| Total Variable | $37.3B | +15% |
| Fixed-rate deferred | $34.0B | -16% |
| Indexed | $26.6B | -4% |
| Fixed immediate | $3.7B | +22% |
| Total Fixed | $67.3B | -9% |
| Total U.S. Annuities | $104.6B | -2% |
Source: LIMRA U.S. Individual Annuity Sales Survey, First Quarter 2026