Use of Variable Annuities Up Slightly

Use of Variable Annuities Up Slightly

The increase relative to last year’s results is strongest among advisors at insurance firms.

More client assets are invested in variable annuities than was reported by advisors in this survey last year. A substantial part of the increase appears to come from advisors at insurance
firms, based on a recent WealthManagement.com and FUSE Research Network survey of more than 520 advisors and financial professionals.