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The Retail Retirement Reference Guide (Fifth Edition) provides a wealth of facts and insights at your fingertips.

Summary

The Retail Retirement Reference Guide provides industry stakeholders with a comprehensive view of the changing dynamics of the individual retirement market. Over the next decade and beyond, millions of Americans will enter retirement. For many, their two most important questions will be “How can I have a financially secure retirement?” and “How can an advisor help me?” Understanding the retirement market is critical to creating innovative new products and services for individuals. You can to turn to Secure Retirement Institute for unbiased, credible retirement industry knowledge in order to help your clients attain a secure retirement.

You will find the information you need in the guide’s five chapters:

  1. The Retirement Market
  2. Retirement Risks and Other Planning Challenges
  3. The State of Retirement
  4. Advisors and Retirement Income Advice
  5. Retirement Income Products

The guide is for retirement professionals in any discipline or function. Use its data and insights to inform strategy, product design, marketing, communication, training, and more.

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

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Meet the Project Director


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