Financial planners can overcome client resistance to annuities by reframing the investment; instead of describing the annuity as a generic monthly payment, planners should frame it as a specific resource for future spending, such as funds for purchasing a new car.

Authors

• Person: Not available Organization: Financial Planning Association
  Understanding Behavioral Aspects of Financial Planning and Investing

Sources

• Understanding Behavioral Aspects of Financial Planning and Investing www.financialplanningassociation.org Financial Planning Association via serper

Referenced by nodes (2)

• annuity concept
• financial planner concept