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Quickly see the size and financial profile of wealth segments in the U. S. to spot market opportunities.

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Summary

This LIMRA Secure Retirement Institute report provides a brief, insightful summary of six different wealth segments in the U.S.: Low-Net-Worth, Middle market, Mass Affluent, Affluent, High-Net-Worth, and Mega-Millionaires. At a glance, you’ll see each segment’s size (in households), investable assets by retirement status, financial profile, and retirement needs and opportunities. Use it spot openings for growing your share of the retirement business.

  • Follow the money: Retired and pre-retiree households (age 55 or older and still working) together own $32 trillion — more than three-fourths of all investable assets.
  • Have a plan to engage: Advisors and firms should consider how their own long-term strategies and product mix should align with the needs of their target segments — based on size, age, assets, and potential growth or retention of assets.

Meet the Project Director


For more information, please contact jiqbal@limra.com.