Special Report: Variable Annunities
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Special Report:
Variable Annunities
Wealth Management Letter
 

September 7, 2017

Use of Variable Annuities Up Slightly

Use of Variable Annuities Up Slightly The increase relative to last year’s results is strongest among advisors at insurance firms.

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Part 1: A slight increase in use

Part 1: A slight increase in use On average, advisors report that 25% of client assets are in variable annuities.

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Part 3: No impact of fiduciary rule

Part 3: No impact of fiduciary rule Advisors still do not believe the DOL fiduciary rule will impact their use of variable annuities.

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Life Insurance at Age 100

Life Insurance at Age 100 As life spans increase, what was once an afterthought begins to come to the fore.

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