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Consumer/Advisor Retirement Studies

Gain an edge in the annuity and retirement marketplace

Secure Retirement Institute provides fresh insights into:

  • Consumers’ retirement attitudes and actions
  • Business growth opportunities for advisors

Latest Consumer/Advisor Retirement Research

Retirement Landscape 2020: Impact of COVID-19 and the Retirement Savings Conundrum

Jan 14, 2021

Where does retirement stand in the battle of workers’ financial priorities?

A Measure of Financial Wellness

Jan 12, 2021

As the COVID-19 pandemic propelled consumers down the path of holistic financial wellness, its growing importance spurred LIMRA to work with a task force of association members to define and measure consumer financial wellness.

Retirement — Where Do Canadians and Americans Stand?

Dec 3, 2020

This report provides insight into how financially well-prepared Canadians and Americans were prior to the coronavirus.

COVID-19: Defined Contribution Advisor Response

Nov 11, 2020

The COVID-19 crisis has impacted sales activity in the defined contribution marketplace; Secure Retirement Institute® and NMG partnered research explores advisor reactions and plans in light of the crisis.

DC Advisor Views: Profiling the Advisors

Nov 5, 2020

Explore our profiles of Occasional, Medium, and Core DC Advisors.

Defined Contribution (DC) Advisor Views Series

Oct 28, 2020

Advisors are the gateway to most defined contribution plans and business. SRI research explores and profiles this critical audience for recordkeepers and asset managers.

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