Perceptions of Insurance and Retirement Products Across Diverse U.S. Populations
August 2024
Author
Lisa A. Schilling, FSA, EA, FCA, MAAA
Description
The Society of Actuaries Research Institute engaged a market research firm to conduct a survey to assess perceptions of insurance and retirement products and services across diverse U.S. subpopulations. In late 2022, survey respondents were asked a series of questions about each of four lines of insurance and retirement products and services: Life Insurance, Health/Dental insurance, Property/Casualty Insurance and Retirement Products and Services.
Reports
Perceptions - Health Insurance
Perceptions – Property/Casualty Insurance
Perceptions – Retirement Products and Services
Acknowledgments
The author’s deepest gratitude goes to those without whose efforts this project could not have come to fruition: the Project Oversight Group and others for their diligent work overseeing survey questionnaire development, analyzing, and discussing respondent answers, and reviewing and editing this report for accuracy and relevance.
Project Oversight Group members:
Eric Atwater, FSA, EA, FCA, MAAA
Mallika Bender, FCAS, MAAA
Husseine Essaheb, FSA, MAAA, CERA
Patricia Fay, FSA, MAAA
Tim Geddes, FSA, EA, FCA, MAAA
Robert Gomez, FSA, MAAA, CERA
Gabrielle Guzman, FSA, MAAA
Andrew Hiles, FSA, MAAA
Bushra Jafri, FSA, MAAA
Alison Khan, FCAS, MAAA
Destiny Lara, FSA
Ian McCulla, FSA, MAAA
Beth Neas, FSA, MAAA
Maxwell Nurnberger, FSA, MAAA
Max Rudolph, FSA, MAAA, CERA
Priya Viswanath, FSA
At the Society of Actuaries Research Institute:
R. Dale Hall, FSA, MAAA, CERA, CFA
Barbara Scott, Sr. Research Administrator
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