Exclusive Research: How Advisors are Using Fixed Index Annuities

Advisors see value in fixed index annuities, but complexity may be holding them back.

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Part 1: Advisors are already familiar with annuity products

Most advisors are familiar with fixed index annuities and have used them in their client portfolios Read more
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Part 2: Advisors turn to fixed index annuities for income and principal protection

Fixed index annuities are used most frequently for retirement income planning, principal protection, and tax-deferred growth. Read more
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Part 3: Use of fixed index annuities is expected to increase

Advisors expect their use of annuities, including fixed index annuities, to increase over the next five years. Read more
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Part 4: Use of fixed index annuities lags variable annuities

Advisors sell variable annuities at a rate almost twice that of fixed index annuities. Read more
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Part 5: What’s holding fixed index annuities back?

The most common objection to using fixed index annuities is their complexity Read more
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Get the full report, How Advisors Are Using Fixed Index Annuities. Read more