The impact of
Next Gen Retirees
2022 Investor Study Result
Inflation is changing the way people are thinking about retirement. How can you connect with next gen retirees on the unique issues they’re facing? Let us show you...
What they’ve recently experienced.
What they expect going forward.
What they want from a retirement plan.
And where you can make the difference.
What they’ve experienced
of next gen retirees have recently experienced “sticker shock” when purchasing items like groceries, meals out in restaurants, travel, and more.
Searching for a solution
say protection of assets (limiting downside risk) while growing (still providing upside benefits) is important.
What they’re expecting
Next gen retirees are split on their outlook for the
believe inflation will get
higher in 2022
say it will stay where it is
The majority believe high prices will last for the year.
Many worry about maintaining a
stable income stream in retirement
Over 60% believe low interest rates and rising inflation make it harder to create retirement income to last a lifetime.
Almost 70% are concerned they won’t be able to live comfortably in retirement.
What they want from a
Guaranteed monthly income
believe guaranteed monthly income (protected income) in retirement is important — that’s nearly everyone!
Limit downside risk/provide growth potential
say they would be interested in an investment product that could limit downside risk while still providing some growth potential.