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Appreciation Financial Target Audience
User Segments
Age: 58
Gender: Female
Occupation: High School English Teacher
Education: Master's Degree
Age: 62
Gender: Male
Occupation: Elementary School Principal
Education: Doctorate Degree
Age: 48
Gender: Female
Occupation: Middle School Math Teacher
Education: Bachelor's Degree
Eleanor Vance
Goals
- Secure a comfortable and stable retirement income that lasts for her entire lifetime
- Understand and maximize her 403(b) and state pension benefits to ensure financial security
- Ensure she has adequate life insurance coverage with living benefits for unexpected health challenges.
Pain Points
- Feeling overwhelmed by the complexity of different retirement investment options and state pension rules
- Worrying about whether her retirement savings will be sufficient to maintain her desired lifestyle
- Struggling to find trustworthy financial advisors who genuinely understand the unique financial situation of public school teachers.
Appreciation Financial Geographic Distribution
Primarily focused on the U.S. market, serving multiple states with agent locations and virtual appointments, reinforcing a national reach.
Top Countries
United States
Canada
Mexico
United Kingdom
Australia
Age Distribution
Key Insights
Primary age group concentration shows strong presence in:
31-35
Most active age range
Target Audience Socio-economic Profile
Households are typically 3-4 people, indicating families. Income levels are predominantly medium, reflecting public employee salaries.
Employment Status
Income Distribution
Education Level
Appreciation Financial Behavior Analysis
Behavior Profile
Device Breakdown
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