For a retirement income planning specialist, one of the most interesting parts of the survey report might be a look at the questions and results the survey team used to measure the participants' true risk tolerance. Many people might tell their financial professionals that they're comfortable with investment risk, but the survey team found that fewer than 40% of the pre-retirees polled were comfortable with even the hypothetical idea of engaging in any of five physically risky activities described. Fewer than 30% of the retirees who participated said they preferred the riskier activities. Financial professionals could experiment with asking their own clients and prospects a similar set of questions over time, and see how the test results match up with the likelihood that a client would call in a panic because of a dip in portfolio value. See the gallery for a look at the questions MetLife asked, and the answers it got.
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