Transition to retirement: risks and opportunities for banks and insurers
125 Pages
French
Release :
2022-05-10
How do 55-65 year olds prepare for their retirement and in particular what changes are they making or considering regarding their insurance?
AUTHOR
Bertrand MINOT
Studies project manager
Characterize the expectations of future retirees with regard to banks and insurance organizations.
Identify their attachment to the operators of which they are customers and conversely their propensity for change.
Determine the ideal type of canvassing for a bank and an insurance organization.
Note the interest in requests to carry out situation reports, simulations or comparisons.
Prioritize the themes of offers or services to be addressed as a priority to attract them.
Identify the place of the agency and digital communication tools in the expected approach.
Objectives of the study
Companies analyzed
Study methodologies
Aucune société analysée
Aucune société analysée
Responsive Motivation Groups
3 groups (3 hours) carried out in Tours on April 5 - 6 and 7, 2022 with 55 - 65 year olds still active and employed but planning to retire in less than 5 years.
3 targets investigated
Non-executives with low net household income / Non-executives with average net household income / Executives with high net household income.
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Study plan
