Skip to content

Wealth Segments in the U.S. At a Glance

Jafor Iqbal 6/14/2019

Quickly see the size and financial profile of wealth segments in the U. S. to spot market opportunities.

Summary

This LIMRA Secure Retirement Institute report provides a brief, insightful summary of six different wealth segments in the U.S.: Low-Net-Worth, Middle market, Mass Affluent, Affluent, High-Net-Worth, and Mega-Millionaires. At a glance, you’ll see each segment’s size (in households), investable assets by retirement status, financial profile, and retirement needs and opportunities. Use it spot openings for growing your share of the retirement business.

  • Follow the money: Retired and pre-retiree households (age 55 or older and still working) together own $32 trillion — more than three-fourths of all investable assets.
  • Have a plan to engage: Advisors and firms should consider how their own long-term strategies and product mix should align with the needs of their target segments — based on size, age, assets, and potential growth or retention of assets.

Download Your Reports

No part of any report may be reproduced or translated without written permission from LIMRA. Please contact Customer Service for further information.

Meet the Project Director

Jafor Iqbal

Jafor Iqbal studies retirees and the role of financial advisors in retirement income planning. In this role, he leads the LIMRA Secure Retirement Institute's retirement income initiatives. His leadership and focus in retirement income has resulted in the publishing of LIMRA’s Retirement Income Reference Book, which is a complete mapping of the retirement income marketplace that includes retirement risks and issues faced by consumers and advisors, as well as the Fact Book on Retirement Income. Prior to joining LIMRA in 2009, Iqbal was Director of Product Management at Fidelity Investments.

Assistant Vice President
LIMRA Secure Retirement Institute
jiqbal@limra.com


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

Did you accomplish the goal of your visit to our site?

Yes No