Three essays on annuities and annuitization

Date

2013-08

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Abstract

This dissertation explores the effectiveness of annuities in sustaining client portfolios through retirement, further developing the theoretical framework of annuitization. Consumers do not receive a consistent messages or advice from financial service professionals. This research discovered that age, education, compensation model and CFP® certification were significant in predicting the quality of advice provided to consumers.

Description

Keywords

Annuity, Certified financial planner (CFP), Compensation model, Financial planner, Insurance, Investment, Financial service professional (FSP)

Citation