Prescribing Guaranteed Income in a Financial Plan
The conversation is changing and now financial professionals have the opportunity to blend the discussion of risk tolerance with the concept of income protection, now more than ever before.
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The world has changed significantly due to COVID-19. For instance, we have seen increased levels of volatility which can make an annuity even more appealing in financial plans.
Jackson surveyed financial professionals in conjunction with the Insured Retirement Institute in April 2020, and found that nearly two thirds (64%) of financial professionals indicate they are discussing annuities more frequently with clients during the pandemic, and 35% say they are talking about annuities much more frequently. Conversely, only 8% indicate they are discussing annuities less frequently during this time, which could be a result of reduced interaction with clients.
Plus, clients are ready to talk about protection in retirement plans, with 77% of financial professionals saying their clients are open to annuities now because of market volatility.
The conversation is changing and now financial professionals have the opportunity to blend the discussion of risk tolerance with the concept of income protection, now more than ever before. Read our eBook to learn more.