March 2019 – Advisor Site Annuity Calculators: Examining Annuity-Focused Tools on the Advisor Site

Annuity-specific calculators allow advisors to understand the products they sell to clients, allowing them to better serve the specific needs of each annuitant. While 76% of advisors understand annuities as a whole, firms should provide resources for understanding how their annuities are different, better positioning them to be top-of-mind as advisors relate to their clients’ needs. Offering annuity calculators specific to advisors allows them to outline the potential portfolios and returns for their clients, better positioning the firm’s offerings and allowing the firm to illustrate the benefits of annuities. This Annuity Monitor Report examines the annuity-focused calculators available on seven firms’ authenticated advisor sites.

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