Best of 2025

A Year of Insights and Connections

Whether you’re catching up or exploring something new, dive into members’ top research picks, MarketFacts’ most-read articles, and revisit key conversations with industry leaders through our most popular webinars and podcast episodes.

Explore the Best of 2025

Life Research Annuity Research Workplace Benefits Research
Webinars & Podcasts MarketFacts Articles Conferences

Research

Life Research

Ensuring a Protected Tomorrow with Life Insurance

Get critical insights into how overcoming common misconceptions about life insurance can help protect and inform more Americans.

Life Insurance Unlocked: Engaging Young Minds and Securing Futures

Explore key triggers, emotional journeys, and strategies to engage young consumers in understanding and fulfilling their insurance coverage needs.

Revitalizing Industry Growth Series

The life insurance industry is at a critical inflection point. Despite strong consumer interest, growth is stagnant as accessibility, perceived affordability, and lack of trust have created a widening protection gap, now affecting 42% of U.S. adults.

U.S. Individual Life Insurance Yearbook

Read the most comprehensive overview of the U.S. individual life insurance market. This includes how consumers feel about the amount of coverage they have and their reasons for owning or not owning. 2024 data now available.

Annuities Research

The Modern Retiree: Embracing the Future of Retirement

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

Emerging Affluent Investors

Find out what motivates younger investors as they balance competing needs while building their early wealth. New Executive Summary — Future-Focused Investing: Financial Goals and Preferences of Emerging Affluent Investors.

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

U.S. Individual Annuity Yearbook

How did sales of individual annuities fare in 2024? Read the most comprehensive overview and gain insights to the key factors impacting the individual annuity market.

Workplace Benefits Research

2025 Harnessing Growth Series

As workforce expectations evolve, employers are embracing a more strategic, inclusive, and tech-forward approach to benefits, balancing cost concerns with the need for personalization and flexibility. The integration of digital tools, AI, and broker expertise will enable organizations to better meet the diverse needs of both traditional and freelance talent.

2025 BEAT Study: Benefits and Employee Attitude Tracker

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

Financial Wellness

Explore critical insights on improving consumer financial health and the importance of comprehensive wellness programs that address multiple aspects of consumers' lives

U.S. Workplace Benefits Yearbook

Read the most comprehensive overview of the U.S. workplace benefits market, including sales and in-force results and historical trends. 2024 data now available.

Webinars & Podcasts

Most Popular

On Demand

Unlocking the Young Consumer Market: How to Engage and Convert the Next Generation of Life Insurance Buyers

5/15/2025, 1 - 2 p.m. ET

On-Demand Webinar — This webinar will explore insights from LIMRA’s latest research on young consumers' attitudes, motivations, and barriers to purchasing life insurance.

The Current State of Fraud: Understanding Today’s Modern Financial Scams

7/17/2025, 1 - 2 p.m.

On-Demand Webinar — Join Russ Anderson of LIMRA and Kathy Stokes from AARP as they have a conversation diving deeper into the current state of Fraud in the United States, what's driving the increase in fraud and how it continues to succeed, and what financial professional and institutions can do to combat the issue.

Brand Battles: Who’s Winning Consumer Awareness in Life Insurance?

9/19/2025, 1 - 2 p.m. EDT

On-Demand Webinar — Brand awareness has long been a critical success factor in life insurance — but in an increasingly fragmented and competitive market, staying top of mind is harder than ever. Join LIMRA as we unpack new research that explores which life insurance brands consumers recall most, what drives their awareness, and how advertising, product ownership, and reputation play pivotal roles.

AI That Acts: Discover the Future of Insurance

6/25/2025, 1 - 2 p.m.

On-Demand Webinar — As we move deeper into 2025, the convergence of artificial intelligence and human-centric automation is rapidly reshaping the insurance industry. In this can't-miss webinar, we'll dive into one of the most talked-about trends of the year: Agent and Agentic AI.

LinkedIn LIVE: Industry Insights With Bryan Hodgens — What's Ahead for Retail Life and Annuity Sales in 2025?

1/7/2025, 2 - 2:30 p.m. ET

Join Bryan Hodgens, senior vice president and head of LIMRA research, and John Carroll, senior vice president and head of Life & Annuities, as they discuss the factors LIMRA expects to have the greatest impact in 2025 and share LIMRA’s forecast on how the life insurance and annuity markets will perform.

Linkedin LIVE: Industry Insights With Bryan Hodgens — Is Life Insurance the Answer to the Growing Long-Term Care Needs in the U.S.?

8/21/2025, 1 - 2 p.m.

In our next episode of Industry Insights with Bryan Hodgens, Bryan, senior vice president and head of LIMRA research, and Karen Terry, corporate vice president and director LIMRA Insurance Research, examine the growing need and interest in long-term care insurance solutions.

LinkedIn LIVE: Industry Insights With Bryan Hodgens — What Will It Take to Double Annuity Sales Over the Next 5 Years?

9/15/2025, 3:15 - 4 p.m.

9/15/25 — In this episode of Industry Insights With Bryan Hodgens, Bryan is joined by Jason Fichtner, executive director, Retirement Income Institute, to discuss how the industry can address the growing investor need and demand for guaranteed income.

Insider Insights Podcast: Securing Retirement — The Future of In-Plan Annuities

May 27, 2025

Matt Condos, senior vice president of Retirement Plan Services at Lincoln Financial Group and Bryan Hodgens, head of research for LIMRA and LOMA, discuss the evolving role of in-plan annuities in defined-contribution retirement plans.

Insider Insights Podcast: Securing Retirement — Annuities, Trends, and What to Know

Jun 27, 2025

In this episode, James Caparosa, Director of Insurance Sales at Nasdaq, sits down with John Carroll, Senior Vice President and Head of Annuities at LIMRA, to explore the vital role annuities play in retirement planning and long-term financial security.

Insider Insights Podcast: Enhancing Financial Wellness Across Populations

Mar 14, 2025

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 to discuss opportunities to improve financial wellness across a range of demographics.

MarketFacts

Upcoming Conferences

2026 Conference Series

Conferences bring together the people, ideas, and insights that drive our industry forward. They offer powerful learning experiences, fresh perspectives, and direct access to industry leaders. Just as importantly, they provide a space to build lasting connections with peers, mentors, and potential partners. No other setting combines education, inspiration, and networking quite like this.