Description: The objective of the Phase I research effort was to further the Committee’s work by defining relevant and actionable consumer segments among middle-income / mid-level net worth households. This report updates the Phase 1 analysis using data through 2010.

Description: This report reviews retirement planning software programs currently available to individuals and their professional advisors. The report does not rate or recommend specific programs. Rather, it explains how programs that are currently available work, and what features can be improved.

Description: View the following report regarding Risk Scoring in Health Insurance: A Primer.

Description: This report provides key findings from the 2005 Risks and Process of Retirement Survey related to issues of particular importance to women. The report also focuses on differences and similarities in the retirement risks faced by men and women.

Description: This is a addendum for the research report summarizing results of premium persistency assumptions used by life insurers for flexible premium UL products.

Description: Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, healthy and well-funded retirement.

Description: To identify and quantify the U.S. healthcare insurance disruptors within a five-year horizon.

Description: This report summarizes the results of a mortality and pricing survey. It indicates significant differences between the mortality assumptions for different product lines and even between different companies within a single product line. Widespread differences in mortality expectations between products may give individuals an advantage by acting on inefficiencies in the financial services market.

Description: This full report summarizes the findings of a study focused on the financial perspectives of aging and retirement of Americans across give generations.

Description: Actuarial Weather Extremes: May 2021