INVESTMENT TREND MONITOR REPORT: VARIABLE ANNUITY TRENDS

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 500 advisors and financial professionals.

Highlights

2017 Investment Trend Monitor Report: Variable Annuities Trends

Use of Variable Annuities Up Slightly

Aug 28, 2017

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

Part 1: A slight increase in use

Aug 28, 2017

On average, advisors report that 25% of client assets are in variable annuities.

Part 2: Increased use among those advisors who use them

Aug 28, 2017

Advisors are largely divided on how they expect their use of variable annuities to change over the next five years.

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