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INVESTMENT TREND MONITOR REPORT: VARIABLE ANNUITY TRENDS
More client assets are invested in variable annuities than was reported by advisors in this survey last year. A substantial part of the increase appears to come from advisors at insurance firms, based on a recent WealthManagement.com and FUSE Research Network survey of more than 500 advisors and financial professionals.
Use of Variable Annuities Up SlightlyUse of Variable Annuities Up Slightly
The increase relative to last year’s results is strongest among advisors at insurance firms.
August 28, 2017
1 Min Read
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More client assets are invested in variable annuities than was reported by advisors in this survey last year. A substantial part of the increase appears to come from advisors at insurance
firms, based on a recent WealthManagement.com and FUSE Research Network survey of more than 520 advisors and financial professionals.
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