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Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, Âé¶¹´«Ã½ offers resources and products designed to meet your personal and family goals.

Support your workforce with innovative employee benefits and retirement solutions. Âé¶¹´«Ã½ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.

Simplify complex retirement and pension risk management with our tailored solutions for large organizations. Âé¶¹´«Ã½ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.

Empower your clients with confidence by leveraging Âé¶¹´«Ã½â€™s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.

  • Individuals

    Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, Âé¶¹´«Ã½ offers resources and products designed to meet your personal and family goals.

  • Employers

    Support your workforce with innovative employee benefits and retirement solutions. Âé¶¹´«Ã½ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.

  • Institutions

    Simplify complex retirement and pension risk management with our tailored solutions for large organizations. Âé¶¹´«Ã½ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.

  • Financial Professionals & Brokers

    Empower your clients with confidence by leveraging Âé¶¹´«Ã½â€™s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.

Unleashing Potential for First-Generation Students Through Financial Literacy and Mentorship
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schedule 5 mins

The Âé¶¹´«Ã½ Foundation welcomed students from the program to its Newport Beach campus in June and July 2025, reinforcing our commitment to supporting college and career readiness programs for under-resourced students. Hosted by UC Irvine’s Paul Merage School of Business, LIFEvest is a free, weeklong residential experience that equips high school students with essential financial literacy, life planning and networking skills. Âé¶¹´«Ã½ helped 142 students from 50 different high schools take meaningful steps toward building brighter futures—empowered with knowledge, confidence and a clearer path to college and career success.

Âé¶¹´«Ã½ LIFEvest Program

The Foundation’s 10-year, $2 million commitment to LIFEvest in 2019 reflects a belief that access to education is vitally important to our communities—and is central to Âé¶¹´«Ã½â€™s purpose of providing Confidence for Generations. Through immersive learning, mentorship and exposure to college life, students leave the program empowered to become the first in their families to pursue higher education and long-term financial stability.

Financial Literacy and Beyond

This year, 50 Âé¶¹´«Ã½ employees volunteered as mentors during the speed networking and professional etiquette dinner and served as coaches during students’ final LIFEplan presentations. Students also had the opportunity to hear directly from Âé¶¹´«Ã½ leadership about their life journeys—from navigating high school and college to building successful careers. The stories and experiences shared by executives and volunteers helped students envision a future filled with possibility.

“ Volunteering with LIFEvest was an incredibly rewarding experience. The students were thoughtful, driven and genuinely inspiring. Watching them articulate their college and career goals with such confidence and excitement was a powerful reminder of the potential that exists when young people are given the right tools and support. „

Laura Cushing, Âé¶¹´«Ã½ Volunteer and Chief Human Resources Officer

From inspiring speakers to mentorship and skill-building sessions, LIFEvest continues to be a transformative experience for students and a meaningful way for Âé¶¹´«Ã½ employees to give back. Through these efforts, Âé¶¹´«Ã½ is creating confidence for generations—one student at a time.

About LIFEvest:

The Âé¶¹´«Ã½ LIFEvest Financial Literacy Program, hosted by the Center for Investment and Wealth Management at the UC Irvine Paul Merage School of Business, is a weeklong summer on-campus training program dedicated to teaching underserved students currently enrolled in 8th and 9th grade about financial literacy. Students who apply live in Southern California, and come from low-income, diverse, and underrepresented communities in Orange County, Los Angeles, and Riverside. More than 90% of them would be the first in their families to go to college.

In 2019, the Âé¶¹´«Ã½ Foundation made a 10-year, $2 million commitment to the LIFEvest program. With a shared vision to support underserved communities with financial education, the program strives to strengthen an understanding in financial matters, expose students to a college campus, encourage admission to a college or university, explore various career fields, and inspire confidence and success in all areas of life.