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Resume of Experience in the Retirement Planning Market

Conducted focus groups in the USA and Europe for potential new product concepts for retirement planning products.

Conducted a global CATI – Web survey for consumers to evaluate retirement planning products.

Conducted in-depth interviews with high net worth individuals to determine the potential for new product concept for retirement planning in the USA.

Conducted market intelligence study for feasibility of retirement planning products in Europe and the USA.

Conducted competitive intelligence study for competitors’ offerings of retirement planning products.

Conducted market segmentation study for retirement planning products in the US.

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SIS Summary of Project Experience in the Retirement Planning Market