2020 Financial Legacy Index
The Financial Legacy Index shows for the first time how Americans think about components of their financial legacy and the steps they're taking to protect their family's financial future.
Download the reportIn this report, financial legacy is defined as the financial situation a person leaves behind for their loved ones when they pass; it is made up of everything from a person’s capital, assets, and savings accounts, to their debt, life insurance policies, and more.
2020 Financial Legacy Index
The Financial Legacy Index shows for the first time how Americans think about components of their financial legacy and the steps they're taking to protect their family's financial future.
In this report, financial legacy is defined as the financial situation a person leaves behind for their loved ones when they pass; it is made up of everything from a person’s capital, assets, and savings accounts, to their debt, life insurance policies, and more.
Conducted by The Harris Poll on behalf of Ethos, the Financial Legacy Index shows that the majority of Americans are not taking all of the necessary measures to secure their financial legacy to the fullest extent, which could lead to potentially negative impacts on their families and dependents.
Key findings include:
A strong majority of Americans (82%) value leaving behind a strong financial legacy.
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A significant number of people (38%) lack confidence they will leave a strong financial legacy.
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One-third (33%) of Americans say their family would be left financially unstable or bankrupt in the event of their death.
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