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Impact of Financial Professionals on Retirement Security – Second Edition

Matthew Drinkwater, Ph.D., FSRI, FLMI, AFSI, PCS 3/1/2024

Learn how advisors are providing retirement income planning, and the role annuities play in their practices.

Summary

In this second edition of the Impact of Financial Professionals report, LIMRA examines retirement investors who work with financial professionals (FPs) to help make financial and investment-related decisions and investors who do not work with FPs. It explores key questions such as:

  • How many investors work with FPs, and which groups are more or less likely to work with them?
  • Why do some investors choose not to work with FPs, despite the benefits they provide?
  • Are clients of FPs more likely to develop formal written retirement plans and to have completed key planning activities?

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Meet the Project Director

Matthew Drinkwater, Ph.D., FSRI, FLMI, AFSI, PCS

Matt Drinkwater, who joined LIMRA in 1999, leads the annuity and retirement income primary research program. He has led the creation of several major studies of retirement planning, retirement income planning and management, and consumer preferences for receiving advice. Drinkwater has directed several institutional retirement research projects, including studies of asset retention and the rollover market. His research on annuities has encompassed in-depth studies of product features, buyer and owner characteristics, persistency, and living benefit utilization.

He is a graduate of Trinity College (Hartford, CT) and holds a doctorate in psychology from Brown University.

Corporate Vice President, Annuity and Retirement Income Research
LIMRA and LOMA
mdrinkwater@limra.com


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

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