WORKBOOK Retirement Readiness Workbook
Retirement Readiness Workbook
Are You Prepared for the Transition? Includes: > 15 Tasks Toward a Successful Transition into Retirement > Assessing Your Retirement Readiness > Taking Action
I N S T I T U T E
The MetLife Mature Market Institute®
Established in 1997, the Mature Market Institute (MMI) is MetLife’s research organization and a recognized thought leader on the multi-dimensional and multi-generational issues of aging and longevity. MMI’s groundbreaking research, gerontology expertise, national partnerships, and educational materials work to expand the knowledge and choices for those in, approaching, or caring for those in the mature market. MMI supports MetLife’s long-standing commitment to identifying emerging issues and innovative solutions for the challenges of life. MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates, is a leading provider of insurance, employee benefits, and financial services with operations throughout the United States and the Latin American, Europe and Asia Pacific regions. 57 Greens Farms Road Westport, CT 06880 (203) 221-6580 MatureMarketInstitute@MetLife.com www.MatureMarketInstitute.com
The MetLife Retirement Readiness Index
Are Americans Prepared for the Transition? This workbook is based on the findings detailed in the MetLife Retirement Readiness Index study released by the Mature Market Institute (MMI) in May 2010. The study included 1,048 respondents, ages 45–70 who completed an online assessment similar to the one provided in this workbook. The study provides an extended analysis of how respondents at different ages and number of years from retirement scored on their level of readiness for the transition to retirement. The complete study is available online at www.MatureMarketInstitute.com.
Retirem ent Re adiness Index
Variable And Long-Term Care Products Are: • Not A Deposit Or Other Obligation Of Bank •...