The Missed Opportunity: Guaranteed Income as an Asset Class
“The Missed Opportunity: Guaranteed Income as an Asset Class,” a white paper produced by Aite Group, an independent research firm, and commissioned by NFP Advisor Services Group, quantifies investor interest in products that provide guaranteed income, but shows that independent financial advisors and RIAs may not be prepared to meet that need.
The white paper is based on a study that includes perspectives from investors, independent advisors and leading insurance carrier executives. It also examines the research of leading academics and industry thought-leaders which demonstrates the value of considering guaranteed income as its own asset class. Finally, it explores present and potential uses of these products to help meet client needs.