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Variable Annuities: A Tool for Retirement Income Planning

Advisors are most likely to use variable annuities in clients’ portfolios for retirement income planning purposes, but they also turn to these products for principal protection and tax-deferred growth. This was one of the findings of a recent WealthManagement.com and FUSE Research Network survey of more than 630 advisors and financial professionals about their use of variable annuities.

Highlights
Advisors Like Variable Annuities ... Or They Don't
Part 2: Advisors Like Variable Annuities ... Or They Don't
Jun 01, 2016
The tendency for advisors from independent firms to be less likely to recommend variable annuities is particularly noteworthy given that independent advisors tend to have a slightly higher percentage of client assets invested in this product than...
Preferences Carry Over to Other Investment Types
Part 3: Preferences Carry Over to Other Investment Types
Jun 01, 2016
Advisors across all channels who are less inclined to use variable annuities (that is, those who invest less than 10% of client assets they manage in variable annuities) also are less inclined to use other types of annuities, such as fixed and...
Pros and Cons Among Advisors and Clients
Part 4: Pros and Cons Among Advisors and Clients
Jun 01, 2016
Advisors largely agree on the factor that limits their use of variable annuities: Nearly two-thirds of advisors surveyed (62%) report that high fees are an obstacle to investing more heavily in the product.