Annuity sales hit records in 2022 as market uncertainty and high interest rates led planners to leverage them even more as a tool to secure client retirements. Will this year be another for the books? This whitepaper, sponsored by Transamerica as part of IN Research’s Investment Outlook series, explores advisors’ current use of annuities including:
- Which products advisors expect to use most over the next year
- What factors advisors are considering most when selecting annuities
- Data and analysis on the current external factors driving annuity sales
