The gap between policy awareness and investor conversations
April 30, 2026 by Ayo Mseka
A concerning gap exists between widespread investor awareness of policy issues and meaningful planning conversations that address these risks, a recent survey revealed.
Jackson National Life conducted the survey in collaboration with the Center for Retirement Research at Boston College and is the fifth installment in Jackson’s Security in Retirement Series. The survey shows that despite heightened concern about potential changes to Social Security, Medicare and tax policy, many investors – even those working with financial professionals – are unclear about how these shifts could affect their personal retirement plans.