Filed Under:Annuities, Variable

LIMRA: Pre-retirees who work with advisors do more planning

Photo credit: Stuart Miles
Photo credit: Stuart Miles

Pre-retirees who work with an advisor are more than twice as likely as those without one to have accomplished some financial planning activities, new research shows.

LIMRA, Windsor, Conn., released this finding in a summary of results from a new survey, “The Pre-Retiree Market: Surveying the Landscape.”

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Nichole Morford

Nichole Morford
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