The Retail Retirement Reference Guide (Fifth Edition) provides a wealth of facts and insights at your fingertips.
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Drew Maresca; Matthew Drinkwater, Ph.D., FSRI, FLMI, AFSI, PCS 10/18/2021
The Retail Retirement Reference Guide (Fifth Edition) provides a wealth of facts and insights at your fingertips.
The Retail Retirement Reference Guide provides industry stakeholders with a comprehensive view of the changing dynamics of the individual retirement market. Over the next decade and beyond, millions of Americans will enter retirement. For many, their two most important questions will be “How can I have a financially secure retirement?” and “How can an advisor help me?” Understanding the retirement market is critical to creating innovative new products and services for individuals. You can to turn to Secure Retirement Institute for unbiased, credible retirement industry knowledge in order to help your clients attain a secure retirement.
You will find the information you need in the guide’s five chapters:
The guide is for retirement professionals in any discipline or function. Use its data and insights to inform strategy, product design, marketing, communication, training, and more.
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Data, data, data… and compelling insights! SRI's® Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.
Access your one-stop shop for U.S. annuity sales data — benchmark sales and analysis for a range of annuity products, reported by distribution channels and market types. New Q4 2023 data.
Learn about employee attitudes and opinions toward workplace benefits and overall employment issues.
As registered index-linked sales continued their strong growth pattern in 2022, a lot of similarities were seen in the election of protection type, crediting methods, and indices selected.