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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

Workplace Plans Are a Key Trigger to Start Saving for Retirement

Nov 29, 2021

See what triggers people to start saving for retirement.

2021 Insurance Barometer Study

Nov 1, 2021

The 2021 study period marks the 11th edition of the annual Insurance Barometer. Surveying American consumers during this difficult time provides critical insights for the industry on the impact that COVID-19 is having on financial attitudes and behaviors. (Technical Supplement added November, 2021.)

Annuities: What Do Advisors Think?

Oct 25, 2021

Find out how financial advisors view the annuity sales process, market outlook, and more.

The Retail Retirement Reference Guide, Fifth Edition

Oct 18, 2021

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

Retirement Income Planning Services Offered by Financial Advisors

Sep 29, 2021

What retirement income planning services are being offered by retail financial advisors?

The Implications of Low-for-Long Interest Rates on Life Insurance and Annuity Business

Jul 6, 2021

This report presents results from the second phase of research work exploring the impacts of the low interest rate environment on the insurance industry from the customer and distributor perspective.

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Related Topics

Retirement

Help consumers advance retirement readiness with unbiased and actionable information and insights.

Institutional Retirement

Get the facts on today's institutional retirement market.

Annuities

Gain insights into annuity sales, buyers, channels, persistency, and more.

Consumer

Better understand consumers — and what they think and do throughout the customer journey.

Distribution

Explore how financial products are sold via agents and advisors, websites, direct marketing, and more.