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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

2021 Insurance Barometer Study

Apr 12, 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.

Moving Plans? COVID-19’s Impact on Retirement Housing

Mar 31, 2021

Did the COVID-19 pandemic cause retirees and pre-retirees to change their plans for housing in retirement?

In the House: Exploring Retiree and Pre-Retiree Housing

Mar 24, 2021

Assisted living and medical care rank low on pre-retiree and retiree housing resource requirements. Affordability tops their lists, while low maintenance and closeness to family are distant seconds.

Advisor Views On Financial Wellness

Mar 15, 2021

This is a summary of interviews with financial professionals to gauge awareness of financial wellness programs and find out what distinguishes financial wellness from traditional financial planning.

Diving Into Leakage Mindsets: Workers’ Perspectives on Retirement Plan Withdrawals

Mar 9, 2021

What are the key drivers and deterrents of retirement plan leakage?

Advisor Compensation and Service Levels: Perceptions and Experience of Established Investors

Feb 12, 2021

Are investors more satisfied with their full service, fee-based financial advisors than investors working with other advisors?

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