Exit this survey The Second Act: Boomers in Retirement Survey Thank you for taking the time to tell us about your experience advising boomers as they enter (or postpone) retirement. The survey close date is July 9, 2012. Look for feedback from this survey in the August issue of National Underwriter and on LifeHealthPro.com. Question Title * 1. Are the majority of your boomer clients planning to work past the age of 65? No, they’re retiring right on schedule. A little longer, likely 2-5 years. Yes, many of them plan to work indefinitely. Question Title * 2. What emotion best describes how your clients feel about their retirement? Celebratory Cautious Anxious Question Title * 3. How have your clients’ expectations around retirement changed in the past five years? Question Title * 4. For clients who are planning to work past age 65, are they: Continuing in their current career path Keeping the same position, but moving to a part-time status Pursuing an entirely different opportunity (please share why) Explanation Question Title * 5. Have you noticed an increased demand for more secure investment vehicles? Question Title * 6. What do you find to be the No. 1 concern among retirees? Outliving income Maintaining standard of living Health care costs The state of the economy Finding a lifestyle that is personally fulfilling Question Title * 7. Do you have a success story to share of a senior client (retired or still working) who is thriving? Question Title * 8. What is your personal perspective on the state of retirement in our country today? Is retiring in your 60s realistic for you? Question Title * 9. If you are interested in providing additional insight into this study via a brief (<15 minute) telephone interview, please provide your name and telephone number. Name Telephone number Done