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Delivering Relevant Insights in an Ever-Evolving Landscape

We offer member benefits research covering key industry topics across insurance, annuities, and workplace benefits as well as Applied Research Solutions that explore topics that can be tailored to members’ specific needs, offering relevant and actionable insights. All of our research digs deeper into areas of products, marketing, and distribution to help you better navigate the evolving marketplace.

Featured Insurance Research Featured Annuity Research Featured Workplace Benefits Research

Featured Insurance Research

U.S. Individual Life Insurance Forecast

What are the expectations for life sales over the next few years? New 2025 - 2028 report.

2025 Insurance Barometer Study

This annual study from LIMRA and Life Happens focuses on the attitudes and behaviors of American adults with regard to life insurance.

Life Insurance Sales: Trends and Future Outlook

2024 life insurance premium reached record-breaking levels totaling $15.9 billion, up 3% from 2023, while policy sales remained level.

Opportunities in Underserved Markets: Young Consumers' Life Insurance Expectations and Experiences

This study offers insights to provide direction for carriers looking to successfully connect with young consumers and assist in fulfilling their insurance coverage needs.

Insights on the Consumer Decision-Making Process for Life Insurance: What Matters Most (for Whom)?

Learn what consumers value most, and the tradeoffs they are willing to make, when choosing a life insurance product.

Inflation Impact: Perception and Reality in Life Sales Data

A Shifting Market: Understanding the changes and challenges.

U.S. Individual Life Insurance Yearbook

Read the most comprehensive overview and gain insights into key factors impacting the U.S. individual life insurance market.

Inside the Intermediary Series

LIMRA and NAILBA have collaborated for five consecutive years to learn more about BGAs and IMOs in the United States. Explore the Series.

U.S. Consumer Sentiment (January 2026)

Americans begin 2026 with tempered expectations. While concern about the U.S. economy has eased from last spring’s peak, half of adults still report high levels of worry.

Inside the Intermediary 5.0: A LIMRA-NAILBA Study - Executive Summary

LIMRA and NAILBA conducted the fifth annual intermediary study to learn more about BGAs and IMOs in the United States. View the Executive Summary.

Featured Annuity Research

U.S. Individual Annuity Market Forecast

What are the expectations for annuity sales over the next few years? New 2025 - 2028 report.

Guaranteed Income, Confident Futures: Strengthening Retirement Security

Discover how lifetime-guaranteed income and planning with financial professionals are helping investors navigate economic uncertainty and build confident futures.

From Interest to Impact: Empowering Annuity Producers to Drive Industry Growth

Get key insights into the advisor-driven forces behind today’s record-breaking annuity sales.

Guiding the Rollover Journey: Insights to Empower Investor Decisions and Strengthen Provider Engagement

What’s driving $800 billion in IRA Rollovers? Get key insights into investor motivations and actionable strategies to capture and retain assets.

Retirement

A Generation at Risk: Unpacking Gen X’s Retirement Realities

Limited pensions, low confidence, and rising protection needs are reshaping Gen X’s path to retirement.

2025 Retirement Investors: Behaviors, Attitudes, and Financial Situations

LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.

Annuity Sales: Strategic Insights and Future Market Trends

In 2024, annuity sales hit $434.1B, up 13% from 2023. Driven by economic conditions, interest rates, and aging population. High demand for protected growth and guaranteed income.

The Modern Retiree: Embracing the Future of Retirement

As the concept of retirement is evolving, what factors are shaping the experiences of modern retirees?

Powering Forward: In-Plan Annuities Gain Momentum

In-plan annuities are seeing an uptick in adoption as a growing number of workers have limited access to traditional defined benefit (DB) pensions.

U.S. Individual Annuity Yearbook

Read the most comprehensive overview and gain insights to the key factors impacting the U.S. individual annuity market.

Featured Workplace Benefits Research

Workplace Life and Disability Benefits Forecasts

What are the expectations for workplace life and disability benefits sales over the next few years? New 2025 - 2028 report.

Workplace Life Insurance Sales Show Strong Growth in Third Quarter 2025

Carriers wrote more than $3.37 billion in 2025 total new annualized premium sales through September, a 3% decrease over the same period of 2024.

Infographic

2025 BEAT Study: Benefits and Employee Attitude Tracker

Explore employees' attitudes and opinions about workplace benefits and employment in general.

Harnessing Growth in Workforce Benefits: The Next Horizon — 2025 Workforce Benefits Study

Explore key megatrends shaping the current and future state of the workforce benefits market.

U.S. Workplace Benefits Yearbook

Read the most comprehensive overview and gain insights into key factors impacting the U.S. workplace benefits market.

Research Areas

Insurance

View the latest consumer and sales information for individual and worksite life insurance. New Q3 2024 life sales infographic.

Retirement

Help consumers advance retirement readiness with unbiased and actionable information and insights.

Annuities

Gain insights into annuity sales, buyers, channels, persistency, and more.

Workplace Benefits

Examine the life, health, and related employee benefits marketplace from the carrier, employer, employee, and distributor perspectives. New Featured Research — Workplace Life Q4 Results Infographic.

Distribution

Explore how financial products are sold via agents and advisors, websites, direct marketing, and more.

Experience Studies

Benchmark your key product risks and your company’s product experience against the industry as a whole or against specific sub-segments of the industry.

The InfoCenter

Get the answers you need from our InfoCenter team and their international network of information sources.

Industry News2Use

Industry news2use

This weekly newsletter showcases important global financial services industry updates and links to related LIMRA and LOMA resources. Please subscribe to receive Industry news2use in your inbox on Tuesdays.

Contact

LIMRA InfoCenter

LIMRA’s Research Library

Work Phone: (860) 285-7767

infocenter@limra.com