10.18.23
Annuities Correlate With Improved Retiree Financial Behaviors, Survey Finds
by: Jennifer Lea Reed
The inclusion of an annuity in a retirement income strategy has a positive impact on RIA clients' behavior, according to a DPL Financial Partners survey. At the same time, the survey found the RIA firms themselves reported stronger relationships with their clients, more assets under management and an increase in referrals.
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