B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Current
44%
44% -- annuity knowledge gap rate for US adults ages 30-61 (2026-06)
44% of US adults ages 30-61 say they are not sure how annuities fit into an investment portfolio.
Attribution:
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Lighthouse Research Team
Last verified:
·
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Source verified
Evidence graded
Value
44%
Unit
Percentage
Data Vintage
2026-06
Entity
Sample Size
2,000
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
95
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
AmeriLife
Primary
Tier A
https://amerilife.com/newsroom/company-news/amerilife-survey-less-than-half-of-millennials-and-gen-x… ↗
Source Article
AmeriLife Survey: Less Than Half of Millennials and Gen X Feel They’re Taking the Right Financial Steps for Retirement
Original Research
AmeriLife
· Original study ↗
Methodology
Online survey by Atomik Research; women 33% more likely than men to be unsure
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
US adults ages 30-61: 44% annuity knowledge gap rate. Source: AmeriLife (2026-06). Via Lighthouse Intelligence -- https://lighthousedata.io/data/unsure-annuities-portfolio-fit-2026
HTML Embed
<blockquote cite="https://lighthousedata.io/data/unsure-annuities-portfolio-fit-2026" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>44%</strong> -- annuity knowledge gap rate for US adults ages 30-61<br><small>Source: AmeriLife (2026-06) · <a href="https://lighthousedata.io/data/unsure-annuities-portfolio-fit-2026" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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