Like Ships Passing in the Night: Results of the 2021 RIA PARI Survey
Studies show that 45% of Americans would pay for insurance that guarantees a stream of income for life, and 95% of participants in an employer sponsored retirement plan are looking for investment options that turn savings into a stream of income in retirement1. Our survey of advisors shows that 89% of advisors believe that guaranteed income makes their clients happy.
Yet, more than a fifth of advisors say that they would not refer an annuity to their client2….
Join Lauren Drapeau of Protective and David Stone of RetireOne for the Advisor Perspectives Thought Leader Summit on August 24th, at 3:00 PM ET. They’ll explore the results of RetireOne/Protective 2021 RIA Protected Accumulation + Retirement Income Survey. Gain valuable insights into how RIAs are leveraging annuity protections in client portfolios.