Any way you slice it, $650 billion is a pretty impressive number. And for advisors who sell annuities, it’s also a big-picture sales target; the precise number of assets available — from pre-retirees and post- — for conversion to an annuity. Explore our infographic below for the breakdown of who owns these assets and how interested they may be in working with you. Spoiler alert: Pre-retirees in the 55-59 age bracket clock in at nearly fifty percent.

 

the annuity sales opportunity