SURVEYS
Lincoln RetirementSM Institute sponsors annual surveys to provide a first hand account of current retirement realities to future generations. The Lincoln Long Life® Survey asks affluent retirees and pre-retirees to reflect on their priorities, assess their financial preparedness, and identify what makes their lives meaningful.
Surveys
2008 | 2007 | 2006 | 2005 | 2004
2008 Survey
The 2008 Lincoln RetirementSM Institute (LRI) survey released on June 3 indicated that take-charge baby boomers are knowingly ignoring the potentially devastating expenses associated with long-term care. The online survey of more than 1,000 adults 50–70 years of age, who have household incomes of at least $75,000 and 226 respondents who have been working as financial planners or advisors for at least three years revealed the so-called "Overconfidence Effect" which keeps the baby boomer generation from acknowledging the emotional and financial tolls long-term care challenges can bring. This survey uncovered a dichotomy between what boomers envision for their personal retirement futures and what they expect their peers to face in retirement. Long-term care is a tough topic for people to face, one that many would rather not think about or plan for, yet 85 percent of those surveyed acknowledge that it would be much wiser to purchase long-term care insurance to protect themselves and their loved ones. Ultimately, this survey was designed to help baby boomers better navigate retirement.
2008 Survey (46K)
Bulleted highlights (589K)
Questions & Answers (43K)
2007 Survey
In 2007, the Lincoln RetirementSM Institute asked baby boomers and retirees to look to the future for answers about the present and have a Conversation with Your FutureselfSM. Released on November 29, 2007, the futureself survey asked baby boomers and retirees (ages 42+) to imagine what their futures in retirement will be like and reflect on the decisions they have made in the past. Overall, the survey shows respondents are cautiously optimistic. They are also concerned about becoming a financial burden to family, interested in the future welfare of loved ones, are influenced by trigger events that cause them to start thinking about retirement, understand their personal responsibility to plan for their retirement years and are fairly evenly divided in terms of "savers" versus "splurgers." The futureself approach and the survey are an opportunity to stimulate conversation around retirement goals and the importance of financial planning.
2007 Survey (43K)
Bulleted survey highlights (156K)
2006 Survey
For the third annual Lincoln Long Life® Survey, released on October 18, 2006, the Lincoln RetirementSM Institute sought to investigate retirement perceptions versus realities in a recent national poll of affluent people in their 40s and 50s. The survey asked baby boomers with an income of more than $75,000 to reflect on their retirement strategies, financial knowledge and family issues, and consider how these factors might affect their lives in retirement.
2006 Survey (27K)
Bulleted survey highlights (44K)
Wondering how prepared you are for retirement? Take the survey now to see how prepared you are. Your responses will be tabulated and compared with those who participated in the Lincoln RetirementSM Institute's "Successful Sixties" survey.
2005 Survey
On October 18, 2005, the Lincoln RetirementSM Institute released its second Lincoln Long Life® Survey, "Successful Sixties." This second annual survey finds that many successful sixties are more focused on planning vacations than managing assets.
2005 Survey (33K)
2004 Survey
In 2004, the Lincoln RetirementSM Institute surveyed "Successful Seventies." Life for successful people in their seventies is about independence, staying mentally stimulated, getting the best possible medical care, and seeing through the financial plans they made.
2004 Survey (32K)
