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Annuity Provider Finds an Advisor-Client Gap
News May 20, 2025 at 02:52 PM
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What You Need To Know
- Clients are roughly twice as likely as advisors to say guaranteed income products are important, a Global Atlantic survey found.
- Eighty percent of investors emphasized protection of investments to limit downside risk.
- Only 46% of investors said they had spoken with their advisor about annuities.
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