Annuities Get No Respect
To celebrate over 40 years of thought leadership, Kehrer Group is revisiting some of its landmark studies and insights, and we’re asking some members of the financial advice community to provide their take on the impact of the work.
This from Tom Mitchell, SVP at OneAZ Wealth Management, whose Spectrum Financial Network firm was an early TPM, and who, working in banks and credit unions and for other broker dealers, fought the fight to overcome resistance in the banking community to having vulture advisors in the institution’s branch:
Nothing has changed from this study done in 2019. Great rates, guarantees, tax deferred, avoids probate and many more features and benefits. Steve Lescher and I always said, “never a down day ” with an annuity. Always worth more tomorrow than they are today! Makes so much sense for savers, risk adverse customers. In a Bank there has to be trust. Insured products do just that.
Annuities Get No Respect: New Study Confronts Misconception
Article from the June 12, 2019 edition of BISA Portfolio.
Fixed-Rate and Index Annuities Get No Respect
About Kehrer Group Highlighters
The Kehrer Group Highlighters package some of our most important findings, insights, and commentary into bite-size, digestible articles. We make the Highlighters available for free to the entire financial advice community—a small gesture of appreciation for a community that has done so much to support our work.
About Kehrer Group
Kehrer Group is the bank and credit union financial advice community’s trusted partner for original thought leadership, insight based on data, and strategies that drive success. Kehrer Group’s legacy of research and analysis has advanced the delivery of investment services in banks and credit unions and shaped the industry into what it is today. Kehrer Group’s principals meld the wisdom gained from its long history in the industry with cutting-edge analytics, data that is robust and diverse, and a deep understanding of the key drivers of performance.
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