Retirement income
Latest insights
Shareable thoughts from our Retirement Income Strategy team
Insights
Active RILAs: Pairing growth with a level of protection
INSIGHTS
Guiding confident retirement conversations
Retirement Income
3 big risks retirees underestimate in retirement
Tools
Hypothetical calculators for impactful conversations
American Funds Insurance Series®
Historical illustrator
Model a strong portfolio of variable annuity investments
Client Tools
Portfolio Reliance Calculator
Quickly illustrate the potential impact of protected income sources on clients' portfolio withdrawal rates and their investment portfolios
INSURANCE SERIES FUNDS
As one of America's largest variable annuity asset managers,* we offer a core 19 insurance-dedicated funds — 11 of which are aligned with their retail American Funds mutual fund counterparts.
*Source: ISS Market Intelligence Simfund, as of 12/31/24. Variable annuities not including fixed accounts.
†Our aligned funds share identical investment objectives, portfolio manager teams and management expenses to their retail counterparts.
INSURANCE PARTNERS
Capital Group was one of the first in the industry to offer funds exclusively to insurance companies. Learn more from some of the over 20 companies we work for:
Variable annuities may impose a variety of fees that may affect the growth of your client's portfolio. Variable annuities have investment and/or withdrawal limitation requirements. Early withdrawals may incur a fee. Guarantees are subject to the claims-paying ability of the issuing insurance company.