04.10.25

Study Asks If Annuities Help Financial Advisors Build Client Relationships

by: Ayo Mseka

A recent survey from Nationwide found that 73% of financial professionals who sell annuities believe that they help them hold on to their clients. Financial professionals often take on the role of educator when it comes to selling annuities according to Rona Guymon, senior vice president of Nationwide Annuity Distribution. In explaining how annuities help in building client relationships, she said “Not only do they help their clients understand how an annuity can help them protect against market volatility, serve as a reliable source of retirement income and diversify their portfolio, but they also told us they spend time breaking down misconceptions too.”

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