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Morningstar math shows annuity products are overkill for many affluent RIA clients because Social Security and portfolio planning render them redundant -- a reveal that annuity providers find to be pointy-headed nonsense

The out-of-the-blue report from the Chicago research giant claims that self-insurance does the job for the advised wealthy, especially backed by the federal safety net.

Author Oisin Breen October 18, 2022 at 1:18 AM
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Spencer Look: [These retirees] would succeed at least 95% of the time with a portfolio-only strategy.

Morningstar

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RetireOne

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DPL Financial Partners



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Mentioned in this article:

Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto

RetireOne
Consulting Firm, Specialized Breakaway Service, Insurance
Top Executive: David Stone



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