Experts: More difficulties arise in helping clients plan for retirement

05/19/2013 | National Underwriter Life & Health

The need to deliver "bad news" to baby boomer clients who haven't saved enough or seen their investments return enough to meet their retirement expectations is one factor making retirement planning more challenging for financial advisers, according to experts. "We're careful to point out that a variable annuity could take pressure of other unprotected portfolios, given the level of income certainty. But it's really up to the adviser to make the decision as to where a VA is appropriate," said Rodney Allain of Prudential Financial.

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