Retirement Statistics: What you need to consider with new and existing clients

Retirement Statistics  What you need to consider with new and existing clients

The 2021 Retirement Confidence Survey represents the 31st installment of this specialized survey. Goals of the survey include measuring worker and retirement confidence about retirement and is conducted by the Employee Benefit Research Institute (EBRI) and Greenwald Research.

The survey, conducted in January 2021, includes the responses of 3,017 individuals (1,507 workers and 1,510 retirees), aged 25 years old or older.

I'm sharing this survey because it's important for financial professionals specializing in retirement planning to learn as much as they can about the market and gain access to this type of information. This type of market research is helpful to crafting positioning statements, identifying market pain points, and developing an overall service strategy. 

Here's an overview of the some of the key findings:

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