Related Research
LIMRA Financial Wellness Index® — Quantifying Financial Wellness as a Basis for Improving It: 2024 Update
The LIMRA Financial Wellness Index® helps financial and benefits providers, advisors, and the industry quantify financial wellness. It is a first step towards understanding how financial wellness can fit into employer benefits strategies, personal advice, and financial readiness strategies. Demographic views allow for a richer understanding of financial wellness in various populations.
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“Financial Wellness” is multi-faceted. Explore the interplay of financial, physical, and emotional factors in five financial wellness types.
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- Thought Leadership
- Distribution Channels
- Full Service Broker-Dealer
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Independent Agency/Brokerage
- Direct-to-Consumer
- Consumer
- Customer Experience
- Generations
- Multicultural Markets
- Wealth Markets
- Women
- Employer
- Workplace Benefits
- Voluntary/100% Employee Paid
- Retirement
- Retirement, Institutional/Workplace
- Retirement Income
- Retirement Planning
- Retirees and Pre-Retirees
- Marketing
- Talent Management
- Rewards & Recognition