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Share-A-Chapter - Retail Retirement Reference Guide

What is Share-A-Chapter?

Use these PowerPoint documents to bring images from the Retail Retirement Reference Guide into your own presentations. Each chapter corresponds to the same chapter in the Retail Retirement Reference Guide. Simply click (or tap) on the file you wish to use, and a Microsoft PowerPoint document will download to your computer.

Chapters

Chapter 1: The Retirement Market

This chapter offers a macro view of the retail retirement marketplace in the U.S. — the number of retirees and pre-retirees, retirement income sources, the size of their investable assets, and the opportunities they present to financial firms and advisors.

Chapter 2: Retirement Risks and Other Planning Challenges

This chapter delves into the timing of entering retirement and the corresponding decisions that must be made on items like Medicare, Social Security, and withdrawals. The chapter also highlights how investors are planning for retirement, as well as longevity, sequence-of-return, taxation, and other retirement risks and challenges facing Americans.

Chapter 3: The State of Retirement

This chapter presents the current state of retirement and answers questions including: How do retirees view their chances of a successful and sustainable retirement? Which sources will current and future retirees access for retirement income? How confident are retirees and pre-retirees in their ability to live a specific lifestyle in retirement?

Chapter 4: Advisors and Retirement Income Advice

This chapter focuses on how retirees and pre-retirees use financial advisors, and how advisors serve their clients’ retirement planning needs. It also highlights the usage of annuities in advisors’ practices.

Chapter 5: Retirement Income Products

This chapter focuses on different types of retirement income and retirement risk-minimizing products — including annuities, reverse mortgages, and long-term care insurance — how they are being used, and the benefits of each.

Contact

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

Corporate Vice President, Annuity and Retirement Income Research

Work Phone: (860) 285-7743

mdrinkwater@limra.com

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