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This series examines the financial needs of unpaid family caregivers in America, focusing on understanding coverage, savings, and financial planning needs.

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Summary

The community of current and former caregivers includes over 77 million American consumers. The community is very diverse and many of its members need financial products and advice. To market effectively within this community, marketers need to understand caregiving characteristics and how those characteristics relate to the need for various financial products and services.

LIMRA’s Financial Needs of Family Caregivers series contains an executive summary, along with three reports on specific topics.  Please scroll up to download the executive summary, What Are The Financial Needs of Family Caregivers?, and follow the links in the Reports In The Series section below to read reports focused on this market’s:

  • Insurance coverage needs
  • Saving needs
  • Financial planning needs

Reports in the Series

Spotlight on Insurance Coverage Needs (The Financial Needs of Family Caregivers Series)

The insurance ownership levels and coverage gaps of family caregivers — and market opportunities. The supplemental report provides breakdowns of the report data along with demographic characteristics. Part of the Financial Needs of Family Caregivers Series.

Spotlight on Savings Needs (The Financial Needs of Family Caregivers Series)

Understand the savings needs of the family caregivers community and their credit card debt. The supplemental report provides breakdowns of the report data along with demographic characteristics. Part of the Financial Needs of Family Caregivers Series.

Spotlight on Financial Planning (The Financial Needs of Family Caregivers Series)

Understand the family caregivers community, their financial planning needs, and how financial professionals can successfully engage this market. The supplemental report provides breakdowns of the report data along with demographic characteristics. Part of the Financial Needs of Family Caregivers Series.

Related Research


Meet the Project Director


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