Five Questions to Ask about an Annuity Issuer

November 13, 2019 by Editorial Staff

We asked Louis Harvey, president and CEO of DALBAR, the financial services research firm, what advisers should think about when choosing an annuity issuer. Here’s what he said:

“There are five areas we think of as the important for providers of retail annuity products. The first area concerns the product itself; its construction and restrictions and so forth. That information is readily available online. The second area involves investment management. That can be harder to find, because sometimes the insurance companies use outside asset managers. That adds more complexity than if you’re dealing directly with an investment company.

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Originally Posted at Retirement Income Journal on November 7, 2019 by Editorial Staff.