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Annuities are capable of truly insuring against market losses and longevity risk, and IRI’s survey results indicate that
the clients of financial advisors are more concerned about maintaining income (and by extension lifestyle) and guarding
against investment losses than they are about maximizing their gains. Advisor Views on Client Goals, Concerns, & Preferences is a research brief on financial advisors’ perceptions of their clients’ current views regarding their financial goals, investing and financial concerns, and the aspects of investment products that appeal to them.