A new interest rate era calls for a change in retirement strategies. Jackson’s white paper, called The Turning Point, takes a deep dive into how today’s historically low interest rates and a volatile market are affecting income certainty for pre-retirees and retirees in the age of COVID-19.
To gain insight on the concerns and understandings of investors, Jackson conducted a survey of 172 investors ages 40 to 74 with investable assets of $100,000 to $2 million. We also surveyed 177 financial professionals. According to the survey, 7 out of ten investors have considered the implications of low interest rates. To help investors meet their goals in today’s market … 67% of financial professionals are likely to recommend a financial solution that protects monthly income for life.
Now, with interest rates extremely low, the need for this investment direction must intersect with the current interest rate and investment climate caused by a global pandemic. As this unprecedented environment continues to turn, Jackson’s new white paper gets to the point … there is an urgent need for portfolio protection for investors.
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