Investors Want to Discuss Risk and Retirement Income
While 80% of investors say their adviser discusses risk tolerance, only 50% say they bring up the subject of guaranteed lifetime income.
Tag: annuity
Single Female Retirees Worry the Most About Longevity Risk
Forty percent of single retirees overall do not think their savings will be enough if they reach age 90.
Client Communications
Retirement Income Options
Helping sponsors sort out what’s best for retiring workers
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Par Excellence
Celebrating the 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists and winners
Retirees Who Own an Annuity Are More Confident
The study also found that 56% of retirees who work with an adviser own an annuity, compared to 28% of retirees who do not work with an adviser.