Emerging Affluent Investors
Future-Focused Investing:
Financial Goals and Preferences of Emerging Affluent Investors
What motivates younger investors as they balance competing needs while building their early wealth?
MarketFacts
April 2025 MarketFacts
Access insights and thought leadership on AI agents and agentic AI, enterprise leadership, leave and absence trends, financial literacy, emerging opportunities through young investors, social media and life insurance, and much more. Be sure to also check out our new Spotlight profile!
Forecasts
2024 Life Insurance and Annuity Sales: Trends and Strategic Insights
2024 was a record-breaking year for life insurance and annuity sales. Discover key drivers of these sales and product insights into the future with LIMRA's exclusive forecasts.
Insider Insights Podcast
Enhancing Financial Wellness Across Populations
In this Insider Insights podcast episode, Deb Dupont, assistant vice president of institutional research and workplace benefits research at LIMRA and LOMA, and Kellie Benson-Bray, member relations director at LIMRA and LOMA, discuss opportunities to improve financial wellness across a range of demographics.
Workplace Benefits
2025 Workplace Benefits Conference
Pathways to Growth
April 23 – 25, 2025
Boston, MA
Pathways to Growth highlights strategic approaches for benefits providers and carriers to pursue growth while adapting to shifting needs. Join us!
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Visionary Outlook
Empowering a forward-thinking approach and anticipating trends and opportunities beyond traditional frameworks.
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LIMRA and LOMA: Advancing the financial services industry by empowering our members with knowledge, insights, connections, and solutions
For more than a century, we’ve served as the largest trade association supporting the insurance and related financial services industry. Today, we’re working with over 700 member companies around the world to help them understand industry trends, inform their strategies, develop their talent, and create solutions that advance the industry.
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Industry news2use
This weekly newsletter showcases important global financial services industry updates and links to related LIMRA, LOMA, and SRI resources. Please subscribe to receive Industry news2use in your inbox on Tuesdays.
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Upcoming Conferences and Webinars
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News from LIMRA
2024 Retail Annuity Sales Power to a Record $432.4 Billion
Total annuity sales posted $432.4 billion in 2024, up 12% year over year, according to preliminary results from LIMRA’s U.S. Individual Annuity Sales Survey, which represents 83% of the U.S. annuity market. This is the third year of record-high annuity sales.
Read the ReleaseIndustry Trends Articles
A Mixed Bag Likely for the U.S. Retail Annuity Market in 2025
In recent years, favorable economic conditions and demographic shifts have driven demand for investment protection and guaranteed lifetime income solutions that are unique to annuity products. Collectively, annuity sales will exceed $1.1 trillion from 2022-2024.
Read the Post