Financial product manufacturers and distributors of all types are eagerly awaiting the opportunity to capture rollover assets when millions of baby boomers start moving from accumulating assets for retirement to generating income. But in an environment where investors and their advisors have more choices than ever, can annuities grab a significant share of that market? This new study assesses the prospects for insurance products, examining challenges and solutions from the perspective of manufacturers, advisors, and investors, with an emphasis on effective product positioning and marketing.
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