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  • Retirement Success and Elder Orphans
    Retirement Success and Elder Orphans Provides data including a special survey of elder orphans, lays out issues and offers ideas for solutions. Describes types of need for health care support.

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    • Authors: Anna M Rappaport
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Population data; Pensions & Retirement
  • Caregiving and What We Have Learned So Far
    Caregiving and What We Have Learned So Far The article offers a more nuanced approach to caregiving as the population ages, suggesting our current focus on planning leaves out most people.

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    • Authors: John Cutler
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Demography; Finance & Investments; Health & Disability; Long-term Care>Long-term care insurance
  • Don’t Forget the Role of Families in Lifetime Financial Security
    Don’t Forget the Role of Families in Lifetime Financial Security Offers an overview of how family contributes to retirement security. Discusses transfers between generations, high-age issues, ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Population data; Pensions & Retirement
  • Retirement Security and Blended Families
    Retirement Security and Blended Families Explores how blended families are different and the same. Provides survey data on how people feel about responsibility in different types of families.

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    • Authors: Anna M Rappaport
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Population data; Pensions & Retirement
  • Family Considerations in Retirement Planning
    Family Considerations in Retirement Planning The traditional informal care of/by family has faced increasing geographic and economic challenges from changing family households and sources of ...

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    • Authors: Zenaida Samaniego
    • Date: Jun 2019
    • Competency: Communication; External Forces & Industry Knowledge; Professional Values; Relationship Management
    • Topics: Demography>Longevity; Economics>Behavioral economics; Enterprise Risk Management>Financial management; Experience Studies & Data>Long-term care - Experience Studies & Data; Health & Disability>Payment models; Social Insurance>Medicaid
  • Beneficiary Forms in an Era of Expanding Family Structure
    Beneficiary Forms in an Era of Expanding Family Structure Family structures have expanded in recent decades and so have some beneficiary forms in insurance, banking and investment accounts. This ...

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    • Authors: Linda Koco
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Demography>Population data; Life Insurance>Product development - Life Insurance; Life Insurance>Claims - Life Insurance