Research-backed personas reveal how to uncover client mindsets and strengthen retirement conversations
Every client brings a unique mindset to retirement. This white paper based on Jackson’s proprietary research introduces five distinct personas that help financial professionals move beyond surface-level assumptions.
- Understand what’s shaping client attitudes toward factors such as risk, savings and income
- Explore how annuities and other strategies can align with each persona
- Strengthen trust and relationships by making more personalized recommendations
- Launch meaningful planning discussions using actionable investor insights
