04.02.25

Annuities Can Make Client Relationships ‘Sticky,’ but Misunderstandings Persist

by: Judy Hartnett

A Nationwide survey finds that 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. It also 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.”

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