Special Report: Variable Annunities
   View Web Version  |  Add to Safe Sender List
Special Report:
Variable Annunities
Wealth Management Letter
 

September 14, 2017

Increased Use Among Advisors Who Use Variable Annuities

Increased use among those advisors who use them Advisors are largely divided on how they expect their use of variable annuities to change over the next five years.

FULL ARTICLE


Typical Clients Remain Unchanged

Typical clients remain unchanged Advisors report their typical clients with variable annuities have, on average, $1.7 million in assets, are 55 years of age and have an average of 13% of their assets in variable annuities.

FULL ARTICLE


The Tax-Deductible Juice May Not Be Worth the Squeeze

The Tax-Deductible Juice May Not Be Worth the Squeeze The myth doesn't always live up to the reality.

FULL ARTICLE