Explore timely perspectives on planning for retirement income and savings to support your client conversations. Our insights can help you guide your clients to greater confidence as they prepare for life after work.
Retirement savings & income
New survey insights show how Americans are feeling about the mid-term elections. Help clients avoid emotional decisions and stay focused on their long-term financial plans.
Social Security uncertainty creates a timely opening to educate clients on claiming age, retirement income planning, and broader financial needs. View insights from our survey.
Americans remain resilient, but 2026 challenges are reshaping financial success, with consumers leaning slightly more toward protection than growth. Learn more in our latest Index.
Investors are ready to act. Help clients turn today’s concerns about markets, taxes, healthcare and income into a coordinated retirement strategy.
Learn how pets shape retirement happiness and health, and why financial professionals should understand clients’ pet priorities.
Women investors generally feel respected, but planning gaps remain. See how financial professionals can better support and empower women clients.
Annuity interest is rising as clients seek guaranteed lifetime income, giving financial professionals a reason to revisit retirement planning conversations. Learn more here.
With confidence in Social Security declining, financial professionals can help clients diversify retirement income with guaranteed solutions like annuities to enhance future security.
Many investors wait until tax season, risking long-term security. Learn how proactive, year-round tax planning may help improve tax efficiency and potentially support income planning.