The Negative Perception of Annuities

from Ready, Set, Retire! · host Steve Anzuoni

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.

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This episode is 14 minutes long.

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This episode was published on June 18, 2024.

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