Even When Inflation is Low, it's Higher for Retirees
When retirees and pre retirees share their concerns about risks in retirement, inflation often shows up near the top of the list.
Even the affluent have concerns when planning for retirement
New study finds correlation between formal written plans and retirement confidence.
Timing Is Everything When It Comes to Retirement
Everyone knows that at a certain point — many would say the sooner the better — people need to start planning for retirement. Under the best circumstances, people choose a date they want to retire and work backward from that date to make their plan a reality. According to a Secure Retirement Institute (formerly LIMRA Secure Retirement Institute) study, while 6 in 10 recent retirees were able to retire when they expected, almost one third retired earlier than they had planned. An additional 10% retired later than they had anticipated.
Even With Low Consumer Awareness, Robo-Advisor Potential Remains High
A new LIMRA study shows 81 percent of consumers were unfamiliar with the automated investment platforms, better known as “robo advisors.”
Reaching Out to Retirees Makes All the Difference When It Comes to Rolling Over Assets
WINDSOR, Conn., Dec. 7, 2011 — A new LIMRA study revealed that retirees and pre-retirees who are proactively contacted by their retirement plan provider around the time they leave their employer are twice as likely to keep their retirement plan assets with the plan provider.
When it comes to technology and employer clients, is popular always best for employee benefits?
Technology has transformed how insurance brokers sell employee benefits to employers.
When Planning for Retirement, 90 is the new 70
As longevity improves for Americans, LIMRA Secure Retirement Institute findings suggest financial plans should be calculated to cover a person until their mid 90’s, at minimum.
What is a Direct-to-Consumer approach and when should you use it?
LIMRA recently published a white paper on direct-to-consumer (D2C) distribution.