LIMRA SRI: Twice as many clients with a formal retirement plan are satisfied with their advisors than those without one
Retirement planning can be challenging for everyone that is involved. For clients, it can be stressful to plan the golden years of your life and consider the possible costs.
LIMRA Secure Retirement Institute (LIMRA SRI) research shows that retirement planning improves outcomes for pre retirees and retirees.
New LIMRA Secure Retirement Institute Research Uncovers the Benefits of Formal Written Retirement Plans
WINDSOR, Conn, Feb. 2, 2016—A new LIMRA Secure Retirement Institute study finds that pre-retirees and retirees (ages 55 75 with financial assets of $100,000+) who have a formal written retirement plan are more likely to feel more confident they are saving enough for retirement and more than twice as likely to feel very prepared for retirement than those without one.
A new LIMRA Secure Retirement Institute study finds retiree annuity owners feel more confident that they are more likely to afford their preferred retirement lifestyles - even if they live to age 90 or older - than retirees who do not own an annuity. The study includes retirees with annual household incomes of $35,000 or more.
Everyone has heard the statistic: more than 10,000 Americans are turning 65 each day. As a result, more than 66 million American will be retired by 2025.
w findings from the 2018 Insurance Barometer Study finds more Generation X (ages 38-53) consumers worry more about having a comfortable retirement and becoming disabled than Boomers.
WINDSOR, Conn., April 27, 2017 — A new LIMRA Secure Retirement Institute study finds 43 percent of U.S. pre-retirees (ages 50-75) who work with an advisor feel well prepared for retirement, compared with just 21 percent of pre-retirees who do not work with an advisor.