Filed Under:Life Insurance, Life Planning Strategies

Perceived expense a barrier to working with an advisor

Individuals under 50 years of age--27 percent of this group--are the least likely to work with a financial professional.
Individuals under 50 years of age--27 percent of this group--are the least likely to work with a financial professional.

Nearly two-thirds of Americans do not use a financial professional, according to the latest findings of a retirement plan participant survey.

Conducted by American United Life Insurance Company, a OneAmerica company, the online survey polled 7,545 people to better understand behaviors and the resources that might be most effective in helping plan participants prepare for retirement. Survey participants answered questions about their savings behaviors and motivations, education and resource preferences and working with financial professionals.

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Nichole Morford

Nichole Morford
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