Research matters

The more we know about clients’ attitudes and priorities, the more we can effectively address their needs.

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Developing a holistic approach to planning

Two research projects conducted by MIT AgeLab delves into clients’ approaches to planning and their attitudes about various product solutions.

A series of focus groups yielded four distinct archetypes based on their planning approaches: Seekers, Caregivers, Do-It-Yourselfers, and Rebels.

A survey of 1,000 people, ages 25-67 posed questions about annuities, life, and disability insurance. The study provides insights into which age demographic is most interested in each of these products and the life events that prompt purchase.

Illustration: Home

Life after work descriptors

MIT AgeLab revisited an earlier study of the words people use to describe Life After Work. 1,000 people, ages 18-85, recently participated. It turns out, not much has changed. Check out our full findings to learn more.

Words Matter Whitepaper: The vocabulary of retirement (PDF)
Illustration: Time Chart

Product solutions

A closer look at clients' visions for life after work leads to solutions that can make those visions a reality. Annuities can play a key role in supporting your clients financial goals, regardless of where they are in their journey to retirement.

Learn more about Fixed Annuities
Learn more about Variable Annuities
Illustration: Woman

The feminization of wealth

It's time to recognize women as a powerful financial force and adapt planning and communication to serve their needs.

Explore strategies for meeting the unique financial priorities of women.

How do your clients describe life after career?

Watch this short video to explore the language clients use to describe their unique retirement goals.

Stories Behind the Numbers - Annuities Survey Results

Support more effective client conversations with this quick visual overview of MIT AgeLab research into client interest in annuities and what motivates them to learn more.