�鶹��ý Volunteers Empowering the Next Generation

Retirement Solutions
Retirement Solutions

The Institutional Retirement Solutions Group offers a holistic approach that provides a seamless and integrated experience for our clients. We leverage �鶹��ý’s nearly 160 years of financial strength to deliver retirement security and solve the critical need for institutional income solutions.
- Pension Solutions
  A leader in the Pension Risk Transfer market since 1941, we help provide retirement security for participants and deliver best-in-class performance and high-touch client service.
  
  Meet the Team
  
  Insured LDI
  
  Secured Buy-In
  
  Transferred Buy-Out
  
  View more
- Lifetime Income Solutions
  Partnering with our clients to deliver customizable lifetime income solutions that cater to the full spectrum of retirement plan needs.
  
  Meet the Team
  
  Lifetime Income for Today
  
  Lifetime Income for Tomorrow
  
  Income Horizon
  
  View more
Institutional Investments

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, �鶹��ý offers resources and products designed to meet your personal and family goals.

Support your workforce with innovative employee benefits and retirement solutions. �鶹��ý 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. �鶹��ý 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 �鶹��ý’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.

Retirement Solutions
Retirement Solutions

The Institutional Retirement Solutions Group offers a holistic approach that provides a seamless and integrated experience for our clients. We leverage �鶹��ý’s nearly 160 years of financial strength to deliver retirement security and solve the critical need for institutional income solutions.
- Pension Solutions
  A leader in the Pension Risk Transfer market since 1941, we help provide retirement security for participants and deliver best-in-class performance and high-touch client service.
  
  Meet the Team
  
  Insured LDI
  
  Secured Buy-In
  
  Transferred Buy-Out
  
  View more expand_more
- Lifetime Income Solutions
  Partnering with our clients to deliver customizable lifetime income solutions that cater to the full spectrum of retirement plan needs.
  
  Meet the Team
  
  Lifetime Income for Today
  
  Lifetime Income for Tomorrow
  
  Income Horizon
  
  View more expand_more
Institutional Investments

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, �鶹��ý offers resources and products designed to meet your personal and family goals.
Employers

Support your workforce with innovative employee benefits and retirement solutions. �鶹��ý 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. �鶹��ý 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 �鶹��ý’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.

�鶹��ý Volunteers Empowering the Next Generation

8 Minutes

Learn how volunteers across the globe are getting involved with Junior Achievement to support local students.

8 Minutes

Aligning with �鶹��ý’s purpose of building confidence for generations, �鶹��ý employee volunteers and the �鶹��ý Foundation are partnering with nonprofits like Junior Achievement across the globe to educate the next generation on how to invest in their future and achieve financial success. In the first half of 2024, 116 �鶹��ý and �鶹��ý Re employees volunteered with the organization, from hosting students at the �鶹��ý office to spending the day in the classroom. These meaningful moments are helping to transform the lives of students who would otherwise have little to no access to the tools they need to succeed later in life.

Junior Achievement USA Student Summit in Washington D.C.

As a part of the �鶹��ý Foundation’s��$500,000 commitment over 5-years to Junior Achievement (JA) USA, JA USA reimagined their��held this year in Washington D.C. On June 11-13, they welcomed more than 150 teen entrepreneurs and innovators from JA chapters across the United States to compete for national recognition. Tere Segarra, Vice President of the �鶹��ý Foundation, represented the �鶹��ý Foundation, volunteering her time and talent as a competition judge and joining Christina Gonzalez, Staples Chief Legal Officer, and Jessica Purser, Chick-Fil-A Principal of Corporate Social Responsibility, to present the Company of the Year and Social Innovation Challenge winners during the final Awards Gala dinner.

“ “It was an honor to represent the �鶹��ý Foundation as a judge and an award presenter at JA’s National Student Leadership Summit. By investing in JA programs and their student competitions we see a clear path to creating lasting, generational impact. I was so impressed with each group of student-created companies and their potential to become the next generation of business leaders.” „

Tere Segarra, VP �鶹��ý Foundation

Among 10,000 students who created more than 500 companies, 15 student teams made it to the finals of the��JA Company of the Year��Program.��Each��planned, launched, and operated a profitable business enterprise for up to 1 year that addressed an unmet consumer need in their community. Teams competing in the��JA Social Innovation Challenge��presented their creative solutions to address challenges our world is facing – from environmental sustainability to social inclusion. Congratulations to��representing JA of Southeast Texas for taking home first prize in the JA Social Innovation Challenge, and to��from JA of North Central Ohio for winning first place in the JA Company of the Year competition! FlameGuard will go on to compete internationally at Junior Achievement Worldwide's global competition. Check out the full list of winners��.

Institutional Division hosted Junior Achievement Orange County Students at Office

During �鶹��ý’s Institutional Division’s annual all employee meeting in March, they welcomed 48 students from Western High School in Anaheim who participate in Pathways to Success program to learn about career paths and how companies like �鶹��ý operate.

�鶹��ý Volunteers met directly with the students and discussed their educational and career paths, leadership tips, and ideas for building a secure financial future. Employees also completed a questionnaire about their role at �鶹��ý, what a day in their life at work looks like, and advice they would give their younger self. In the weeks following the office visit, the students’ teacher facilitated lessons centered around these questionnaires to supplement their in-person learnings about career paths and how companies like �鶹��ý operate. The 77 �鶹��ý Volunteers played a key role helping the students envision their future, be inspired by what success can look like, and be empowered by the many paths to get there.

Junior Achievement Days in local communities

San Juan Capistrano

Kinoshita Elementary

Throughout the month of April, �鶹��ý Volunteers visited Kinoshita Elementary, facilitating JA curriculum for students. The ALAs (Alliance for Latino/Hispanic Americans) connection group, which champions Kinoshita Elementary as their community partner, was instrumental in recruiting volunteers for this event. In total, 15 employees from �鶹��ý and �鶹��ý Re participated. In 2023, the �鶹��ý Foundation��launched a SparkPoint OC financial literacy center��in partnership with OC United Way on Kinoshita’s campus located in San Juan Capistrano, CA. Since the launch, over 40 parents have either participated or are currently enrolled in the year-long program, which provides them with 1:1 financial education training tailored to their unique situation. By partnering with JA to bring JA Day to the students, �鶹��ý’s commitment to helping Kinoshita families become more financially stable is spanning multiple generations.

“ Participating in the Junior Achievement Program while interacting directly with the students at Kinoshita Elementary School with my amazing fellow ALAs volunteers was such a rewarding experience and loads of fun, I was impressed by the students’ thirst for learning and how much they enjoyed engaging in the educational activities with us. Seeing their excitement and being a part of their financial literacy learning journey is something I will cherish that will bring me back to future volunteer opportunities like these. „

Diane Rodriguez, ALAs Leadership Team

Central Ontario

On May 28 and June 4, �鶹��ý Re Volunteers spent the day with in the classrooms of local schools teaching students about economics and managing money. Volunteers taught grade 4-6 students at Jesse Ketchum Junior & Senior in Toronto to think like entrepreneurs and helped them develop business and money management skills. A few days later, volunteers made their way to Tiger Jeet Singh Public School in Milton to teach grade 8 students about the world of work and explored the financial tools that they’ll need to shape their own path.

“ “I had the great pleasure of volunteering with Junior Achievement in a class of grade 6 students in downtown Toronto, along with my amazing colleague Maria Gregorio. The students were excited to engage with the fun and interactive JA curriculum, and I ended up learning a lot from the students I was meant to teach. It was a great privilege to advance financial literacy in my community along with the other caring and fearless volunteers from �鶹��ý Re.” „

Richard Chevalier, VP �鶹��ý Re

Santa Ana

Santiago Elementary

On March 28, 12 �鶹��ý Volunteers participated in JA Orange County’s annual JA Day at Santiago Elementary in Santa Ana. During their time in the classroom, volunteers helped students understand the basic concepts of financial education, entrepreneurship, and work and career readiness, while also fueling student’s passions and empowering them to believe in their education and themselves.

“ One of my favorite parts of serving on the Board of Junior Achievement Orange County is participating in the JA Days we do at the local schools. It gives me a direct connection to the students that JA supports, which is so rewarding. „

Howard Hirakawa, SVP & Junior Achievement Orange County Board Member

Washington D.C.

ACLI Run benefitting Junior Achievement USA

On May 15, the �鶹��ý Government Affairs team participated in the American Council of Life Insurers (ACLI) . This event is an annual three-mile race in D.C. that attracts participation from members of Congress, Administration officials, and federal judges. This year’s race raised $200,000 for Junior Achievement USA.��

�鶹��ý

Annuities

Life Insurance

Employee Benefits

Employee Benefits

Retirement Solutions

Employee Benefits

Annuities

Life Insurance

Employee Benefits

Employee Benefits

Retirement Solutions

Employee Benefits

Junior Achievement Days in local communities

San Juan Capistrano

Kinoshita Elementary

Central Ontario

Santa Ana

Santiago Elementary

Washington D.C.

ACLI Run benefitting Junior Achievement USA

READ MORE

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

Meet the 2025 Life Lessons College Scholarship Winners

A Legacy of Care: �鶹��ý Foundation’s $1 Million Gift to Hoag Hospital

Celebrating Community Impact: The �鶹��ý Foundation’s Annual Grants Reception

�鶹��ý Foundation Announces $9.5M Charitable Giving Program for 2025

Meet the 2024 Life Lessons College Scholarship Winners

�鶹��ý Volunteers Empowering the Next Generation

The �鶹��ý Foundation Celebrates Nonprofit Partners at its Annual Grants Reception

�鶹��ý Re supports the launch of WWF and the Blue Carbon Research Centre partnership

�鶹��ý Foundation Announces $9 Million Charitable Giving Program for 2024

�鶹��ý LIFEvest program got 200+ HS students closer to making dream of college a reality

Meet the 2023 Life Lessons College Scholarship Winners

The �鶹��ý Foundation Announces New Multi-Year Partnerships

The �鶹��ý Foundation Awards $2.5 Million Through its 2023 Annual Grant Cycle

�鶹��ý Foundation Awards Ten Life-Changing College Bound Scholarships

�鶹��ý Foundation Honored by the American Red Cross with Corporate Hero Award

�鶹��ý Receives Prestigious Giving Is Living Award

�鶹��ý Foundation Makes $2M Grant to CHOC

2022 3Ts of Education Grants Celebrate Nearly $10M Given Over Past 25 Years

�鶹��ý Foundation Commits $2 Million to Combat Food Insecurity

�鶹��ý Foundation Donates $1 Million to American College

�鶹��ý Foundation Donates $1.5 Million to Boys & Girls Clubs of Central Orange Coast

�鶹��ý Foundation Honors Human Options at the Annual Grants Reception

�鶹��ý Foundation Receives the 2019 Shalimar Innovator Award

Pride and Principals: 3Ts of Education Grants

�鶹��ý Receives 2019 Vin Jorgensen Corporate Partnership Award from Hoag Hospital Foundation

The �鶹��ý Foundation Grants $2 Million to UCI’s LIFEvest Financial Literacy Program

�鶹��ý Foundation Donates $250,000 to Boys and Girls Clubs of Central Orange Coast

�鶹��ý, KaBOOM! & Business Partners: Rolling Up Our Sleeves for a Great Cause!

�鶹��ý Recognized with The Civic 50 Legacy Company Award

�鶹��ý Proud Recipient of the Arnold O. Beckman Award from Discovery Cube Orange County

Three Cheers for 3Ts of Education! 20 Years. $7.7 Million.

Home Is Where The Heart Is

The Children’s Hospital of Orange County

�鶹��ý Foundation Branch School Age Center Now Open in Huntington Beach