Member research yields breakthrough insights.

Custom member research reports gives leadership fresh data and personas to inform planning

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How it works

Members want free, unbiased retirement content they can trust. We make it easy for you to provide it to them.

Proven survey instrument
Member survey customized to reflect your industry.
  • 12-minute survey
  • Data cuts reflect your career stages
  • Participants share anonymously
  • Option for additional topics
  • Survey invitation communications
  • Incentive administration
Data analysis and insights

Paint a picture of retiring from your industry with real benchmarks.

  • Data collected and analyzed in Qualtrics
  • Data belongs to your association
  • Lets members compare themselves
  • Internal report to share with stakeholders
Financial Preparedness Report

Drive website visits to your interactive industry report.

  • Multi-page custom report
  • Supporting articles and chart content to use across channels
  • Industry CFP adds practical advice
  • Supports members at all career stages
MEMBER RESEARCH

Measure job satisfaction and Work-Life Experience

Proprietary Work-Life Experience Methodology reveals members' stress points.

  • Leads to relevant educational content
  • Field-tested methodology
  • Features candid advice from participants
  • Supports members at all career stages
RESEARCH-LED CONTENT

Custom content for member segments

Data from your industry report translates into custom content for specific members.

  • Emphasis on education based on your study results
  • Actionable, unbiased steps for readers
  • Thoughtful verbatim advice from peers in the industry
  • Professional financial advice from a CFP®
GET STARTED

Actionable insights for association affinity insurance leaders

Let’s talk about working together to achieve your member goals.

Contact information:

Kim Crisanti

Linkedin