Financial Advisors’ Enthusiasm for Annuities Is Growing: Survey

August 3, 2021 by Michael S. Fischer

RIAs strongly believe that guaranteed lifetime income delivers immense value to their clients and their resistance to annuity solutions appears to be waning, according to a new survey from RetireOne, an independent platform for fee-based insurance solutions, and Protective Life Corp., a wholly owned subsidiary of Dai-ichi Life Holdings.

At the same time, too many investment advisory representatives (IARs) are outsourcing client life insurance needs to an insurance agent or agency, or are ignoring their clients’ insurance needs altogether, the survey found.

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Originally Posted at ThinkAdvisor on July 29, 2021 by Michael S. Fischer.