*Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA. It also
may not be available if the annuity if owned by a legal entity such as a corporation or certain types of trusts.
Results based on internet interviews of 200 financial professionals conducted between April 8 and April 17, 2020.
Each respondent sold at least one annuity in the past year. Research sponsored by IRI and Jackson, 2020.
Risk Amplied During the COVID-19 Pandemic
MORE THAN
2/3 OF FINANCIAL
PROFESSIONALS
HALF
of financial professionals
believe 25% or more of
their client base is at risk
of running out of money
during retirement.
Claim clients without annuities
are more likely to allocate
investments away from risk
during turbulent markets,
providing less opportunity for
recovery in or near retirement.
2
/
3
Protection is Priority as Annuities Help Investors
Brace for Impact Amid Market Volatility
Financial
professionals give
these annuity
features high
rating for having
a positive impact
with clients.
PRINCIPAL PROTECTION:
71% Positive Rating
LIFETIME FEATURES:
78% Positive Rating
TAX DEFERRAL*:
72% Positive Rating
3
