The stories and charts on this page and pages 13, 14, 17, 20 and 21 are based on two National Underwriter/New York Life telephone surveys. One survey contacted 1,002 consumers, of whom 502 were pre-retirees and 500 retirees, equally divided between men and women. The other survey polled views of 500 advisors that included 200 insurance agents, 100 wirehouse brokers, 100 bank advisors and 100 financial planners. Margin of error at 95% confidence level: + 4.5%. Both surveys were conducted by Mathew Greenwald & Associates Inc., Washington, D.C.
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