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The Negative Perception of Annuities
Manage episode 424217821 series 3561765
Innhold levert av Impact Partnership and Steve Anzuoni. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Steve Anzuoni eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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.
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