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The Financial Needs of Family Caregivers Series

James T. Scanlon, M.S., HIA 6/20/2019

This series examines the financial needs of unpaid family caregivers in America, focusing on understanding coverage, savings, and financial planning needs.

Summary

The community of current and former caregivers includes over 77 million American consumers. The community is very diverse and many of its members need financial products and advice. To market effectively within this community, marketers need to understand caregiving characteristics and how those characteristics relate to the need for various financial products and services.

LIMRA’s Financial Needs of Family Caregivers series contains an executive summary, along with three reports on specific topics.  Please scroll up to download the executive summary, What Are The Financial Needs of Family Caregivers?, and follow the links in the Reports In The Series section below to read reports focused on this market’s:

  • Insurance coverage needs
  • Saving needs
  • Financial planning needs

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.

Reports in the Series

Spotlight on Insurance Coverage Needs (The Financial Needs of Family Caregivers Series)

Nov 2, 2018

The insurance ownership levels and coverage gaps of family caregivers — and market opportunities. The supplemental report provides breakdowns of the report data along with demographic characteristics. Part of the Financial Needs of Family Caregivers Series.

Spotlight on Savings Needs (The Financial Needs of Family Caregivers Series)

Dec 13, 2018

Understand the savings needs of the family caregivers community and their credit card debt. The supplemental report provides breakdowns of the report data along with demographic characteristics. Part of the Financial Needs of Family Caregivers Series.

Spotlight on Financial Planning (The Financial Needs of Family Caregivers Series)

Mar 7, 2019

Understand the family caregivers community, their financial planning needs, and how financial professionals can successfully engage this market. The supplemental report provides breakdowns of the report data along with demographic characteristics. Part of the Financial Needs of Family Caregivers Series.

Related Research

Consumer

Better understand consumers — and what they think and do throughout the customer journey.

Meet the Project Director

James T. Scanlon, M.S., HIA
Scanlon directs a team of LIMRA researchers focused on insurance product and service marketing. His program includes one-time topical studies, as well as recurring surveys that track consumer behaviors and ownership levels over time. Scanlon conducts projects with a focus on key consumer segments, including the middle market, affluent markets, and small-business owners. He holds an M.S. in resource economics from the University of Massachusetts, where he also earned a B. A. in economics.

Assistant Vice President, Insurance Research — Markets
LIMRA
jscanlon@limra.com


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

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