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5 annuity strategies for high net worth individuals

Rachel Christian
August 12, 2025
Most people who own annuities are middle class. Seventy percent of annuity owners had total annual household incomes under $100,000 with a median annual household income of $79,000, according to The Survey of Owners of Individual Annuity Contracts, conducted by Gallup in 2022, the most recent year available. While many annuity owners are solidly middle class, high-net worth people buy annuities, too. Mostly, they do so for the same reasons anyone else would: Guaranteed income for life, protection from market volatility and peace of mind in retirement. With an annuity, you hand over a lump sum or series of payments to an insurance company, and in exchange, the insurer promises a series of payments to you either now or in the future. They’re often described as self-funded pensions.