Annuities Get Short Shrift In Advisor Survey
October 29, 2015 by N/A
HARTFORD, Conn., Oct. 20, 2015 – A majority of financial professionals identified retirement income distribution planning as a key goal for pre-retirees and recent retirees but may be overlooking an opportunity to help them meet that goal, according to a recent survey by Saybrus Partners, Inc.
The survey found that nearly two thirds (65 percent) of financial professionals identified “retirement income distribution planning” as the biggest goal for clients in their 50s and 60s. The survey polled financial professionals at the 2015 FPA Annual conference held in Boston, Sept. 26-27.
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