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The LIMRA Financial Wellness Index™

Deb Dupont 11/3/2022

The LIMRA Financial Wellness IndexTM helps give form and definition to the often mercurial concept of financial wellness by creating a wellness “score” that can be assessed over time, and compared within and among different demographic segments.

Summary

The LIMRA Financial WellnessTM Index is an indicator of consumer financial wellness — or absence of financial stress.

It assesses financial wellness for the general population, and can be applied to a number of demographic variables. It is based on a common “definition” of financial wellness developed by LIMRA, PwC, and a task force of member financial services companies in 2020, and based on a sample of 7,805 consumers in a survey conducted February – March 2022. Results have been weighted to be nationally representative of gender, age, income, race, ethnicity, and employer size.

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Meet the Project Director

Deb Dupont

Deb Dupont is responsible for LIMRA’s institutional (retirement plans) retirement research program. She conducts and supervises research, benchmark reporting, and study groups focused on the issues and trends faced by constituents of the defined contribution industry. She also provides guidance and thought leadership in helping LIMRA's member firms better understand the opportunities available for improving delivery of institutional retirement solutions.

Prior to joining LIMRA in 2014, Deb was the Director of ING's Retirement Research Institute (the Institute), where she created, managed, and published a research platform that included work focusing on multi-cultural, generational, and gender-based analyses of retirement behaviors, and also published insights and analyses of ING's own cross-defined contribution (i.e., across employment sectors) participant base. Deb's work has been recognized for effectiveness and quality by some of the most prestigious awards in the financial services and communications industries, including the Insurance and Financial Communicators' Association and the International Association of Business Communicators. She is a graduate of the University of Connecticut.

Assistant Vice President, Workplace Retirement Research
LIMRA and LOMA
ddupont@limra.com


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

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