How annuity advisors are meeting client needs
November 17, 2015 by JAMIE E. GREEN, WARREN S. HERSCH, EMILY HOLBROOK
When making product recommendations, advisors place great emphasis on the reputation and financial strength of a product’s parent company. In fact, 65 percent of advisors say that aspect is extremely important, while only 21 percent say it is somewhat important.
Other important considerations for advisors when recommending a fixed indexed annuity product to a client are high potential earnings (35 percent say it’s extremely important), high participation rate (33 percent say it’s extremely important) and high guaranteed minimum interest rate (29 percent say it’s extremely important).
Originally Posted at LifeHealthPro on November 16, 2015 by JAMIE E. GREEN, WARREN S. HERSCH, EMILY HOLBROOK.
Categories: Industry Articles
