AXA: Protection, Growth and Income – Helping Consumers Reach Retirement Goals

Posted on May 16, 2018

New research from AXA uncovers several opportunities for financial professionals to drive deeper client satisfaction by proactively discussing protection against stock market downturns, guaranteed lifetime income options and by planning for healthcare expenses. Key findings include eight in 10 individuals expressing an interest in learning about an option that offers principal protection and growth potential; 56 percent of individuals rate their financial professional highly when guaranteed lifetime income is discussed, versus 34 percent who do so when lifetime income is not discussed; and, only 50 percent of individuals say they discuss guaranteed lifetime income with their financial professional, versus 80 percent who discuss risk tolerance.

AXA: Protection, Growth and Income – Helping Consumers Reach Retirement Goals