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The future of client-advisor relationships

A study by AIG Life & Retirement and the MIT AgeLab

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New research shows in-depth discussions increase client satisfaction

A study by AIG Life & Retirement and MIT AgeLab finds that financial clients have a newfound willingness and desire to have wide-ranging conversations with their financial professionals. 

The study of more than 2,000 financial clients reveals that a transparent, holistic approach increases clients’ trust and satisfaction. While millennials and Gen X are helping drive the evolution, the findings hold across the age spectrum. Even in a high-tech world, people want someone to talk to about the many complex issues they face, from health and housing, to retirement and fraud prevention.

Executive summary

of clients say “helping them see their plan for the future” is a top quality in a financial professional.

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Enhance your connection with clients today

Today’s financial professionals have a unique opportunity to shape the future of planning. Learn more about what clients want, how to meet the needs of multiple generations, and how to engage in conversations that push beyond traditional boundaries.

AIG Life & Retirement consists of four operating segments: Individual Retirement, Group Retirement, Life Insurance and Institutional Markets. It includes the following major U.S. life insurance companies: American General Life Insurance Company; The Variable Annuity Life Insurance Company; and The United States Life Insurance Company in the City of New York.

Life insurance and annuities issued by American General Life Insurance Company (AGL), Houston, TX except in New York, where issued by The United States Life Insurance Company in the City of New York (US Life). Certain annuities are issued by The Variable Annuity Life Insurance Company (VALIC), Houston, TX.  Issuing companies AGL, US Life and VALIC are responsible for financial obligations of insurance products. VALIC, AGL and USL, its employees, representatives do not provide tax or legal advice. Products and services may not be available in all states and product features may vary by state.

Securities products are distributed by AIG Capital Services, Inc. (ACS). Member FINRA, 21650 Oxnard Street, Suite 750, Woodland Hills, CA 91367-4997.

AIG Retirement Services represents The Variable Annuity Life Insurance Company (VALIC), Houston, TX and its subsidiaries, VALIC Financial Advisors, Inc. (VFA) and VALIC Retirement Services Company (VRSCO). Securities and investment advisory services offered through VALIC Financial Advisors, Inc. (VFA), member FINRA, SIPC and an SEC-registered investment adviser, 2919 Allen Pkwy, L03-20, Houston, TX 77019-2158.

All companies are members of American International Group, Inc. (AIG).