Filed Under:Life Insurance, Life Planning Strategies

Why investment products are a key priority for retirement income providers

Aggregate household assets held by individuals 65 and older will grow from $12.2 trillion in 2012 to $21.5 trillion in 2020.
Aggregate household assets held by individuals 65 and older will grow from $12.2 trillion in 2012 to $21.5 trillion in 2020.

The retirement income market is projected to grow to $12.9 trillion by 2020, new research shows.

Hearts & Wallets unveils this finding in its “2014 Retirement Income Competitive Landscape Survey.” One half of the report is based on an annual survey of 13 major manufacturers and distributors of investments with more than $15 trillion of assets under management/administration. The second half of the report analyzes 29 advice and guidance experiences available to Americans at or near retirement.

In most cases, significantly larger percentages of distributors qualify the same strategic priorities as a top priority or very important:

Distributors

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Nichole Morford

Nichole Morford
Managing Editor

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