Advisors find themselves challenged to support clients who are about to start relying on their portfolio for income. Protective explains why they should look to guaranteed income.
Research has uncovered a fundamental disconnect between the value advisors think they offer—and what their clients perceive. Here’s how to turn that into an advantage.
Clients often don’t realize they need as much help from an advisor in retirement as they did when preparing for it — and a new study reveals the different kinds of help advisors should provide.
A new study finds that clients want fiduciary advice, risk management ability and retirement income solutions from advisors — who may find that guaranteed retirement income solutions now resonate.