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In these uncertain times…how are your clients thinking about risk? 

Global American recently commissioned a study of 1,000 consumers, aged 59 to 75, with investable assets of at least $250k to help us better understand how people are thinking about risk.

They found:

  • The pandemic has caused respondents to focus on their finances, with a majority (66%) working with a financial professional.
  • Over 70% are worried about inflation.
  • Most feel frustrated by interest rates as they struggle to save for retirement.

 

Review the study highlights

 

For annuity information or illustrations contact Beau Blouin with 3 Mark Annuity Marketing at 281-269-2371 or by email at beau.blouin@3mark.com.

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