Drew Maresca; Matthew Drinkwater, Ph.D., FSRI, FLMI, AFSI, PCS 10/18/2021
The Retail Retirement Reference Guide (Fifth Edition) provides a wealth of facts and insights at your fingertips.
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:
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.
Use these PowerPoint documents to bring images from the Retail Retirement Reference Guide into your own presentations.
The Retirement Income Reference Book (Fourth Edition) provides a wealth of facts and insights at your fingertips. Use it to set strategy, make presentations, or conduct training.
Data, data, data… and compelling insights! SRI's® Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.
Find out what motivates younger investors as they balance competing needs while building their early wealth. New Executive Summary — Future-Focused Investing: Financial Goals and Preferences of Emerging Affluent Investors.
Traditional variable annuity products offer the benefits of tax-deferred investing, optional guaranteed living and death benefits, and a plethora of investing options. LIMRA surveyed its member companies active in this segment to better understand the traditional variable annuity market.
Access your one-stop shop for U.S. annuity sales data — benchmark sales and analysis for a range of annuity products, reported by distribution channels and market types. New Q4 2024 Glimpse.
Drew Maresca, who joined LIMRA in 2020, is a Research Director within the Secure Retirement Institute (SRI). He oversees studies that develop and execute a portion of the SRI research agenda, focusing on the retail portion of the retirement industry.
Prior to joining SRI, Maresca was a director on the client insights team at UBS; earlier, he launched and oversaw numerous research products at Corporate Insight, which examined retirement plans, workplace benefits, and insurance. Specifically, Maresca has conducted studies on retirement income, financial wellness, HSAs, and the digital experience offered to plan participants and plan sponsors.
Maresca is a graduate of SUNY Oneonta.
Research Director, Retirement Research
LIMRA
DMaresca@limra.com