• Skip to primary navigation
  • Skip to main content
  • 1-800-960-1371
  • Agent Login
  • Quoting Tools
    • Life
    • Senior
  • Free Marketing Guide
  • Blog

AgentLink

With AgentLink, you have easy access to the carriers you want and the tools and resources you need to offer the best to your clients.

  • Products
        • Life
          • Info
          • Products
          • AML Training
          • Quoting Tool
        • Senior
          • Info
          • Products
          • Certifications
          • Compliance
          • Quoting Tool
        • Group Benefits
          • Info
          • Products
          • Our Process
          • Group Enrollment Form
        • Individual Benefits
          • Info
          • Products
          • Our Process
          • Enrollment Tool
        • See our Concierge Services
  • Tools
  • Resources
    • Marketing Guide
    • Carrier Links
    • Group Compliance Resources
    • Sales Webinars
    • Training Webinars
    • Insurance Marketing Webinars
  • About
  • Contact Us
  •  1-800-960-1371
  • Life Quoting Tool
  • Senior Quoting Tool
  • Marketing Guide
  • Blog
Previous
Next

Annuity owners: “Ownership boosts retirement confidence”

A recent study by LIMRA Secure Retirement Institute has revealed another reason to consider annuities in retirement planning — they provide a boost of confidence. When asked about their confidence in living a desired retirement lifestyle, 47 percent of retirees and pre-retirees who own annuities said annuity ownership contributed to their feeling of confidence.   

LIMRA Secure Retirement Institute surveyed retirees and pre-retirees with at least $100,000 in financial assets. The top three factors contributing to their confidence include:

  1. Confident in my ability to manage finances — 62%
  2. Expect to live modestly in retirement — 59 %
  3. Have saved enough for retirement — 53%

When asked about their most important goals for retirement, 71 percent of the participants in the study said they want to have enough money to last their lifetime and 64 percent said they want to remain financially independent. Stocks and bonds are the traditional investments for growth and security but as various surveys have reported, consumers fear a big drop in the stock market at the time of retirement could decimate their savings. With prolonged low interest returns on bonds, that option becomes less attractive even as a conservative investment. Many of today’s annuities are designed to provide growth and security for retirement income.

We know from previous LIMRA Secure Retirement Institute research that more than half of people who work with an advisor say they are confident about their retirement. Financial professionals are in a position to educate their clients and clear up the misconceptions about annuities. Suggesting the right annuity product can help clients meet their retirement income goals and it might even give them a boost of confidence.

Filed Under: Annuities, News and Updates

Previous Post: « Carriers push for PPACA changes
Next Post: Studies show that in terms of the new healthcare exchanges, consumers will give up benefits to save premium dollars »

You might also enjoy...

insurance sales tips for uncertain marketsTips for Insurance Agents Overcoming Sales Objections During Seasons of Uncertainty

Considering the state of the world, you never know what someone might be dealing with and why they aren’t ready to make a decision about insurance. While hearing “no” might not be the best feeling, don’t count your losses too quickly. Before you give up on […]

Read More
We Had Fun at Our Company Picnic!

Every year at AgentLink we host an event to gather all our team members together for some casual fun. This year, for the first time, we expanded the event and had a huge picnic that included all our family members. We had 85 people join us […]

Read More

Don’t forget to browse the free tools and resources we offer our agents and prospects, including our popular online quoting tools

Download the Digital Marketing Guide

Go to Resources

Get Contracted Now

Contract with us, to get appointed with your desired carriers

Please enter your email address below  to stay up-to-date with changes in the industry.

  • This field is for validation purposes and should be left unchanged.

Copyright © 2021 · Showcase Pro on Genesis Framework · WordPress · Log in

  • About
  • Contact
  • Careers
  • Life
  • Senior
  • Group Benefits
  • Concierge Services

Agent Login

Resources

Tools

Free Marketing Guide

1-800-960-1371

AgentLink Kentucky Office
2001 Lake Point Way, PO Box 23570
Louisville, KY 40223
Toll Free: 800.960.1371
Direct: 502.245.1371
Fax: 502.245.0978

AgentLink Indiana Office
3077 East 98th Street, Suite 135
Indianapolis, IN 46280
Toll Free: 866.462.9067
Direct: 317.569.8490
Fax: 317.569.8705

Copyright © 2020 AgentLink. All Rights Reserved.
Website Design and Digital Marketing by The Marketing Squad

  • Senior Products
  • Quoting Tool
  • Get Contracted
  • Brittney: 502-245-1371
  • Life Products
  • Quoting Tool
  • Get Contracted
  • Scott: (502) 245-1371
  • Products
    ▼
    • Life
      ▼
      • Info
      • Products
      • AML Training
      • Quoting Tool
    • Senior
      ▼
      • Info
      • Products
      • Certifications
      • Compliance
      • Quoting Tool
    • Group Benefits
      ▼
      • Info
      • Products
      • Our Process
      • Group Enrollment Form
    • Individual Benefits
      ▼
      • Info
      • Products
      • Our Process
      • Enrollment Tool
    • See our Concierge Services
  • Tools
  • Resources
    ▼
    • Marketing Guide
    • Carrier Links
    • Group Compliance Resources
    • Sales Webinars
    • Training Webinars
    • Insurance Marketing Webinars
  • About
  • Contact Us
  •  1-800-960-1371
  • Life Quoting Tool
  • Senior Quoting Tool
  • Marketing Guide
  • Blog