Greenwald Research

This life insurance gap model developed by Eric Sondergeld shows coverage need that varies by attributes such as life insurance ownership, generation, income, race/ethnicity, etc. https://lnkd.in/ecA6FBfC #GreenwaldResearch #marketresearch #webinar #coffeebreak #lifeinsurance #incomereplacement #coveragegap

This life insurance gap model developed by Eric Sondergeld, ASA, CFA shows coverage need based on certain assumptions that can be adjusted by life situation or length of time income will be needed. https://lnkd.in/eTp5_UtB #GreenwaldResearch #marketresearch #webinar #coffeebreak #lifeinsurance #incomereplacement #coveragegap

Providing clearer terminology and descriptions around various products can better help consumers navigate their deep-seated beliefs about life insurance and figure out what type they might actually need. https://lnkd.in/eHjJXPxH #GreenwaldResearch #marketresearch #webinar #coffeebreak #lifeinsurance #incomereplacement #coveragegap

In This Week's EBRInsights: Just Released — Results From the 2024 Workplace Wellness Survey. Reflecting a survey of 1,505 American full-time and part-time workers ages 21-64, the fifth annual Workplace Wellness Survey examined worker attitudes toward employment-based benefits in the workplace as well as a broad spectrum of financial wellbeing, mental health, and work/life balance issues. This year's survey found a downward trend in concern about mental well-being, but half of respondents were still at least moderately concerned about their household's financial well-being. Workers were also more likely to report being prepared to handle an emergency $500 expense than they were in 2023. This Week’s Wealth Benefits Research Issue Brief — Trends in American Families’ Financial Asset Accumulations. Financial asset accumulation, specifically accumulation in retirement plans, is a primary focus of retirement preparedness analysis. The past 30 years have seen significant shifts in the financial asset landscape regarding both the amount of total financial assets held and the distribution of these assets among the different types of financial assets, particularly due to the increased prevalence of defined contribution plans. This week’s Issue Brief, using the Federal Reserve’s Survey of Consumer Finances, examines the trends from 1992–2022 in not only how much financial assets American families have accumulated, but also how the financial assets are distributed among the various sources of these assets. This study focuses on families in the middle 60 percent of net worths. Employee Benefit Research Institute

According to the 2023 Workplace Wellness Survey (conducted with the Employee Benefit Research Institute), company culture has the largest negative impact on overall well-being, followed by supervisors and colleagues from work. Friends and family have the most positive impact. https://lnkd.in/eg7_HU78 What aspect of YOUR life has the most positive or negative impact on your overall well-being? Let us know below! #marketresearch #workplacewellness #employeebenefits #financialwellness #family #coworkers

Seven in ten consumers are worried about inflation and some have cut spending because of it. For workers as well as retirees, inflation is one of their top three reasons that they don't feel confident in their ability to live comfortably in retirement. Watch this clip from our Coffee Break on the 2023 Retiree Insights Program Consumer Survey: https://lnkd.in/eMgCbYUK #GreenwaldResearch #marketresearch #retireeinsights #retirement #inflation #consumerspending #retirementspending

Consumer optimism about investing trended back up from 2022, though they were still less optimistic than in 2021. However, half believe that the economy is heading in the wrong direction. Clip from our Coffee Break on the 2023 Retiree Insights Program Consumer Survey: https://lnkd.in/eD8vkgvv What do you think are some of the contributing factors to this? #GreenwaldResearch #marketresearch #retireeinsights #retirement #investing #economy

Thought leadership programs need to provide more than just "nice-to-know" information to an organization's target audience -- they need to supply information to help them solve a problem or overcome a challenge. Read Matt Greenwald's latest blog on Optimizing Thought Leadership Programs: https://lnkd.in/esZAsdXg #GreenwaldResearch #research #blog #thoughtleadership

According to our Millennial Attitudes Toward Life Insurance and Financial Security survey, Only 55% of Millennials know how to research and select the right kind of life insurance for themselves. In terms of preferred purchasing method, Millennials are split down the middle – half agree they’d prefer buying life insurance online rather than from an agent. Half disagree. About the survey: https://smpl.is/9mbgb #GreenwaldResearch #responseai #research #millennials #lifeinsurance #LIAM2024 #lifeinsuranceawarenessmonth

Everyone's situations, needs, and purposes for life insurance are unique. Eric Sondergeld, ASA, CFA ponders Life's Persistent Question 4: How much life insurance do I need? Read the blog here: https://lnkd.in/eriGDkug #GreenwaldResearch #blog #lifeinsurance #LIAM2024 #lifeinsuranceawarenessmonth