The SECURE Act: An Opportunity To Discuss Annuities With Clients

The SECURE Act: An Opportunity To Discuss Annuities With Clients

Let’s talk about the SECURE Act. I don’t mean the provisions of the act themselves, but how it is possible that the act may increase annuity sales outside of retirement plans.

In fact, one-third (35%) of financial professionals surveyed thought that clients will be more receptive to annuities because of the SECURE Act. And one-quarter (27%) thought it would lead to an increase in annuity sales. Their clients are even more enthusiastic; nearly half (46%) of consumers said they would be more interested in buying a guaranteed income product if one were available within their retirement plans.

These questions, which were […]

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