Hoping that framing the approach to managing finances in terms of football metaphors might make a “balanced” approach clearer, MetLife has teamed up with football’s Jerry Rice to get the message across.
The approach dovetails with the results of the MetLife Financial Planning Perspectives Poll, which indicated that that 55 percent of those surveyed do not believe that protecting their assets is as important as growing those assets.
The poll, conducted by Penn Schoen Berland, surveyed 250 mass affluent (those with investable assets of $100,000 to $1 million) to learn respondents’ approaches to financial management, their perceptions of growing and safeguarding their assets, and their views on the role that financial professionals play in their planning. The survey also sought to better understand their thoughts on their individual financial situations.