Helping clients who are reluctant to discuss retirement risks
Breaking the ice can help create a sound retirement strategy that addresses risks such as increased healthcare costs and the rising cost of living.
Running out of money before they die (66%)
The impact of a market downturn on savings (64%)
Being too conservative in investments and missing out on market gains (63%)
More than half said they would like to discuss concerns about high healthcare costs (59%)
*Allianz Life conducted an online survey, the 2021 Retirement Risk Readiness Study, in December 2020 with a nationally representative sample of 1,000 individuals age 25+ in the contiguous U.S. with an annual household income of $50k+ (single) / $75k+ (married/partnered) OR investable assets of $150k.