Annuities Can Make Client Relationships ‘Sticky,’ but Misunderstandings Persist
April 16, 2025 by Judy Faust Hartnett
Annuities can play an important role in a portfolio, with 91% of annuity-producing financial professionals agreeing that annuities help clients protect against market volatility, and 86% saying they aid in portfolio diversification.
The Nationwide survey of 504 professionals found that 73% of financial professionals who sell annuities believe they aid in client retention, with 81% of top producers (those selling at least 10 annuities in 24 months) finding they make client relationships “stickier.”
Originally Posted at PLANADVISER on April 2, 2025 by Judy Faust Hartnett.
Categories: Industry Articles
