In this first-of-its-kind study, FRC fuses the financial and psychological experiences of today's retirees with the developing product and service models of financial firms to chart a course for selling and marketing financial services to individuals approaching, living, and sometimes working, in retirement.

Through a comprehensive survey and interviews with retirees, we break down their actions and their attitudes regarding income generation, asset allocation, spending habits, and feelings about making nest eggs last. This information serves as the basis for an in-depth analysis of the tactics financial services firms can employ to appeal to the evolving retirement-income needs of retirees today and tomorrow.

Study Overviews

Table of Contents
Brochure