55% of advisors whose clients typically have less than $500,000 in investable assets say annuities should be included in their portfolios.
9 out of 10 retirees with at least $250,000 in household assets are confident they can pay for future health-care costs.
Source: Nationwide Financial, Harris Interactive
95% of investors prefer a shorter paper summary prospectus for variable annuities.
48% of workers plan to receive an annuity, either purchased from an insurer or an employer-sponsored pension plan.
96% of financial experts, medical professionals and social workers say the problem of elderly investment fraud in the U.S. is either “very serious” or “somewhat serious.”
Source: Investor Protection Trust