How Advisors Can Win with Annuities in Today's Market

How Advisors Can Win with Annuities in Today's Market

From TBA's Life Linked by TBA

November 25, 2025 · 11 min · Season 7 · Episode 13

About this episode

Kathryn Kinnanne discusses the current state of the annuity market and offers insights for advisors on income planning strategies.

In this episode, we sit down with Kathryn Kinnanne , TBA's in-house annuity specialist, for a practical, straight-forward look at what's happening in the annuity world right now. Kathryn breaks down why fixed annuities are seeing some of the strongest rates in more than a decade, how rising and falling treasury rates shape the market, and why advisors are giving annuities a fresh look as part of their income planning strategies. She also tackles common misconceptions, explains how carriers are adjusting their products for today's environment, and shares how longer life expectancies are changing the way clients think about guaranteed income. Kathryn takes us through the growing role of indexed annuities, the impact of new technology on the application process, and what she believes will separate successful advisors from those who get left behind. Whether you're already working with annuities or you're looking for ways to better support clients preparing for retirement, Kathryn brings clear, actionable insights you can use right away. Her biggest reminder? Stay tuned in to your clients' lives, pay attention to the cues they're giving you, and remember — you don't have to know…

People in this episode

Host: TBA

Guest: Kathryn Kinnanne

Topics covered

  • annuities
  • income planning
  • financial advice
  • market trends
  • retirement strategies

Keywords

  • annuities
  • fixed annuities
  • income planning
  • treasury rates
  • indexed annuities
  • retirement
  • financial advisors

Mentioned in this episode

Organizations: TBA

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