A blueprint for better retirement planning

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