In partnership with AARP, New York Life Investments spent 2021 engaging with over 3,000 investors on their feelings towards retirement and the activities needed to reach a successful retirement. Our findings show that women feel less optimistic and significantly less prepared for retirement than men.



Woman Experience Life Differently Than Men

We’ve created a guide designed to help provide some tips and insights that address the concerns and questions your client may have about retirement planning.

Discover the 5 “C’s” of Connection

Learn about the 5 “C’s” of connection—concern, content, commitment, communication and coaching—and how this can benefit your practice.

Why 67% of Women Change Financial Advisors

Talking with real women about their relationship with money and advisors reveal 6 lessons for success. 




Winning with Female Married Breadwinners

Register today for a webcast replay designed to help advisors better understand this significant, emergent and affluent segment of the investing population.

Insights presented in this report are derived from a 2021 study conducted by NY Life Investments in partnership with RTi Research and AARP. AARP is not affiliated with New York Life Insurance Company or its subsidiaries.