Please use the button below to download this file.

This brief is based on an IRI research report, “e-Capabilities for Annuities – A Survey of Financial Professionals Revealing Opportunities Driven by Digital Annuity Solutions.” The brief highlights significant finding from the report, which is based on recently conducted research with financial advisors exploring their preferences when using digital capabilities, barriers to use, what would motivate them to use digital capabilities more often, and what would motivate them to consider annuities more often in client portfolios. IRI Members can access the full report here.