Advisors May Have Little Power to Bridge the Annuity Divide

December 27, 2023 by John Manganaro

The findings of a new research report point to both the promise and the peril of reliance on fiduciary financial professionals to guide clients to greater use of annuities.

According to the analysis, advisors themselves tend not to recommend annuity purchases to their retirement clients, even as they broadly harbor concerns that some could run short of funds late in life.

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Originally Posted at ThinkAdvisor on December 21, 2023 by John Manganaro.