Guaranteed Lifetime Income Study (2014-2020)

The Guaranteed Lifetime Income Study is a joint research effort by CANNEX and Greenwald & Associates and was underwritten by leading companies in the retirement industry. We performed the first U.S. study of consumer attitudes in 2014 and continued through 2020, when we also included a mid-year update that captured changes stemming from the pandemic. In 2019, we added a survey of financial professionals that allowed us to compare perceptions and attitudes between them and their clients toward financial products that provide guaranteed lifetime income benefits. We also conducted a parallel study of consumers in the Canadian market in 2015 and 2018.