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.

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* 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.

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* 2. What emotion best describes how your clients feel about their retirement?

Celebratory

Cautious

Anxious

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* 3. How have your clients’ expectations around retirement changed in the past five years?

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* 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

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* 5. Have you noticed an increased demand for more secure investment vehicles?

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* 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

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* 7. Do you have a success story to share of a senior client (retired or still working) who is thriving?

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* 8. What is your personal perspective on the state of retirement in our country today? Is retiring in your 60s realistic for you?

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* 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