Skip to content

45% of the 47.5M Americans aged 65+ are single. The majority are women.

No part of any report may be reproduced or translated without written permission from LIMRA. Please contact Customer Service for further information.

Industry Issues

Single retirees who are not living with family members, face unique retirement challenges. This report highlights their unique concerns, experiences, and financial planning needs, particularly for single women retirees.

Key Findings

  • Single retirees feel more confident about their finances when they have an advisor, a formal retirement income plan, and an annuity.
  • Half of single retired women clients have consolidated 90 percent or more of their assets with their advisors — twice the rate of single men clients.
  • Single retirees lose retirement confidence when the costs they experience exceed what they expected.
  • Six in 10 single retired women spend more than expected on housing, and 4 in 10 spend more than expected supporting family members of any age.

Related Resources

Download these images for use in your presentations

Related Research

Spousal and Adult Dependent Signatures for Life Insurance Sold in the Workplace (2017 MarketScan)

Nov 1, 2017

Learn about carrier practices for spousal and adult dependent signatures for individual and group life insurance sold at the workplace.

The Differences They Make: An Advisor, an Annuity or a Formal Plan in a Retiree’s Life

Feb 1, 2018

Learn how much retiree confidence grows when they work with an advisor, own an annuity, or have a formal plan — and how advisors can benefit from it.

Retirement Spending: Experience Versus Expectations (2017)

Sep 19, 2017

Know how retirees are creating income, their confidence in retirement security, and how advisors can be of more help.

Meet the Project Director

For more information, please contact

Did you accomplish the goal of your visit to our site?

Yes No