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Life Health > Annuities > Variable Annuities

By the Numbers

By thinkadvisor

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55% of advisors whose clients typically have less than $500,000 in investable assets say annuities should be included in their portfolios.

Source: LIMRA

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.

Source: IRI

48% of workers plan to receive an annuity, either purchased from an insurer or an employer-sponsored pension plan.

Source: AARP

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

 

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