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The Issue:

Faced with an aging population of Baby Boomers entering their last full decade of work, a consortium of financial service providers sought to understand and anticipate the specialized financial/retirement services needs of this age cohort. 

RG Insight:

We designed and conducted custom research across a broad array of the target population by age, socioeconomic factors and geography. 

Recommendation:

Our consultative needs-driven approach provided insights that were unique to this particular cohort’s circumstances, needs and expectations, insights valuable to marketers of financial services to a highly valued market.