Asset Managers Are Taking On Investors’ Negative View of Annuities: Report
March 25, 2025 by John Manganaro
More than 9 in 10 asset managers believe that annuity products carry a negative connotation, according to the latest retirement research from Cerulli Associates, including nearly 1 in 5 who strongly hold this view.
This figure has grown significantly from the 79% reported in 2019, despite a growing stable of research demonstrating the positive impact that partial annuitization can have on retirement income strategies. While the “strongly agree” camp declined from 24% to 19%, the negative perspective has nonetheless increased, indicating that more asset managers now recognize the persistence of this stigma.