Consumer/Advisor Retirement Studies

Featured Research

Latest Consumer/Advisor Retirement Research

Knowledge Matters: The Impact of Financial Knowledge on the Annuity Perceptions of Consumers

Apr 3, 2020

Are consumers who know more about annuities more likely to favor the product?

Spotlight on Retirement: Latin America

Apr 2, 2020

In Latin America, demographic and societal changes are stressing the retirement safety net to capacity and beyond. Learn how insurers can help solve the retirement gap. (Peru added April 2020.)

Retirement Income Preferences: Revisiting SRI’s Investor Market Segments

Mar 2, 2020

Find out if the Guarantee Seeker, Estate Builder, and Asset Protector segments continue to emerge based on pre-retirees’ and retirees’ retirement income preferences.

Consumer Internet Use in Canada

Feb 11, 2020

Find out how consumers use the internet to learn about insurance products – and whether the internet generation gap is closing.

Canadian Consumer Pulse (2019)

Feb 10, 2020

What are the top reasons Canadian workers are not saving for retirement?

Behavioral Finance and Retirement Income Preferences

Jan 9, 2020

Are retirement income feature preferences linked with standard behavioral finance measures?

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FEATURED EVENT

2020 Retirement Industry Conference

Leading Through Uncertainty

4/22/2020 - 4/24/2020

The Grand America Hotel, Salt Lake City, UT

The 2020 Retirement Industry Conference covers the latest strategic, sales, product, operations and administration, marketing and distribution trends as well as regulatory issues that impact the retirement industry.