))
The Negative Perception of Annuities
Manage episode 424217821 series 3561765
Conteúdo fornecido por Impact Partnership and Steve Anzuoni. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Impact Partnership and Steve Anzuoni ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Takeaways:
- Many retirement savers are concerned about outliving their assets and are considering annuities as a source of guaranteed income.
- There is a lack of interest in annuities among clients, despite their desire for safer portfolios and income protection.
- The word 'annuity' has a negative connotation in the industry, but it offers stability and income in retirement.
- Investment houses are realizing the benefits of annuities and are trying to capture and keep clients in-house.
- It is important to have a balanced approach to retirement savings and not rely solely on one investment vehicle.
Get your FREE Annuity Stress Test TODAY!
See omnystudio.com/listener for privacy information.
192 episódios
Compartilhar
