Listening to Middle-Income Americans: Part 1

June 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 for younger generations. Part 1: Advice for Younger Generations highlights four questions from the survey and summarizes retirees' most common responses. Download the Report: Part 1

Series Part 1: Advice for Younger Generations

In This Report:
Four Q&As from Current Retirees

1. What is the Most Important Piece of Advice About Life You Would Give to Younger Generations?

2. What Financial Advice Would You Give Younger Generations About Planning for Retirement?

3. What Retirement Topic Do You Wish You Knew More About?

4. What Has Been Your Biggest Financial 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

Bankers Life and Casualty Company


Bankers Life & Casualty Logo