The appeal and practicality of guaranteed income investments is rising. Your clients are willing to pay significant fees for the peace of mind. Academic research shows that guaranteed income offers the potential for higher returns with less volatility over the long run. Product providers are committed to meeting the needs expressed by you and your clients. These ongoing changes-and the opportunities they offer-demand your attention as you seek to help your clients live comfortably in retirement.
These trends are discussed in detail in The Missed Opportunity: Guaranteed Income as an Asset Class, a white paper based on a survey of 248 independent financial advisors in addition to interviews with two academic thought leaders and 11 leading providers of guaranteed income products. The research was conducted by the Aite Group, an independent research firm, and commissioned by NFP Advisor Services Group. It discusses guaranteed income-rather than fixed or variable annuities-to leave room for the introduction of new products.
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