Listening to Middle-Income Americans: Part 2

July 2012

Bankers Life and Casualty Company Center for a Secure Retirement surveyed middle-income retirees on the realities of preparing for and enjoying life in retirement.

In this new multi-part report series, we asked 300 retirees ages 55 to 75 a variety of open-ended questions about what they have learned during their retirement and to share their real-world advice. Health, healthcare and wellness are reoccurring themes that appear in comments ranging from budgeting to travel to personal goals.

Part 2: Health and Happiness highlights four questions from the survey and summarizes retirees' most common responses. Download the Report: Part 2

Read the first report in the series, Part 1: Advice to Younger Generations.

Series Part 2: Health and Happiness

In This Report:
Four Q&As from Current Retirees

1. Goal Do You Hope to Accomplish for Yourself in the Next Three Years?

2. What Have You Done Since You Retired That You Never Imagined You Would Ever Do?

3. What Costs More in Retirement Than You Thought it Would?

4. Has Been Your Biggest Health and Wellness Surprise About Being Retired?

The Bankers Life and Casualty Company Center for a Secure Retirement's survey series Listening to Middle-Income Americans was conducted in April 2012 by the independent research firm The Blackstone Group.

A nationwide sample of 300 retirees ages 55 to 75 who have an annual household income of between $25,000 and $75,000 participated in the Internet-based survey. Significant sub-sample differences were tested at the 95% confidence level.

Customer Resources

If you want to receive professional guidance on improving your financial security in retirement, these resources can help you find a licensed advisor or agent.

American College

National Association of Insurance and Financial Advisors

National Association of Personal Financial Advisors

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