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Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
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Plan Administrator, Defined Benefit & Cash Balance The Pension Source
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MAP Retirement
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Strategic Retirement Plan Consultant Retirement Plan Consultants
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DWC - The 401(k) Experts
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Regional Vice President, Sales MAP Retirement
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Pattison Pension
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Sentinel Group
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Retirement Relationship Manager MAP Retirement
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MAP Retirement
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Financial Professionals Are Key to Positive Annuity Purchase Experience
Nationwide 
June 13, 2024 "According to the survey of 300 annuity owners, 82% said the opinion of their financial professional made them feel more positive about their decision to buy an annuity, followed by the performance of the annuity itself (76%), market performance (70%) and interest rate changes (67%).... 67% of investors said their top motivation for purchasing their annuity was funding their retirement, and 41% said they did so to generate a 'personal pension' that could provide a reliable income stream, in many cases, for life." |
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