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Your go-to source for retirement market information and insights

The Retirement Income Reference Book is ideal for informing strategic decisions and preparing presentations. The book is full of facts and easy-to-understand charts and figures designed to help you and your organization capture a share of the huge retirement market. Printed copies can be purchased by members for $100 or less; nonmembers pay $15,000.


The unprecedented migration of people and assets moving into retirement will continue. The Retirement Income Reference Book gives you the unbiased, credible retirement industry knowledge your organization needs to assess the retirement income opportunity and develop a strategic response.

Some Key Findings:

  • There are already 50.5 million retirees in the United States, and that figure will increase to 72 million by 2035. Nearly half of Americans currently retire between ages 61 and 65.
  • The demand for guaranteed lifetime income is huge: nearly $780 billion. Interest in creating guaranteed income remains high for pre-retirees.
  • The longevity of Americans keeps improving. One out of four 65-year-old men of average health will live to age 93 and 1 out of 4 65-year-old women will live to age 96.
  • In 8 out of 10 cases, couples are likely to have long lives and could maximize Social Security benefits by delaying claims. What financial products might they need to hold them over until then?
  • Just having an advisor or having an annuity is not enough to build retirement confidence. A formal income plan is the best stimulus for and predictor of retiree confidence levels.


Ring-Bound Copy

Order a ring-bound copy of The Retirement Income Reference Book, perfect for your desk or coffee table.

Share-a-Slide: The Retirement Income Reference Book

Use these PowerPoint documents to bring slides from the Retirement Income Reference Book into your own presentations.

An In-Depth Look at the Retirement Income Market

The retirement market is changing and growing. People are preparing differently, and sometimes retiring sooner than they planned. What are the implications to their financial security?

Contact Information

Jafor Iqbal

Assistant Vice President

Work Phone: (860) 285-7747

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