Skip to content

Franklin Templeton Investment

We'll help you make fact-based business decisions.

Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.

U.S. Individual Annuity Market

Jul 9, 2021

Benchmark sales, persistency, analysis, and outlook for a range of annuity products, reported by distribution channels and market types.

Annuity Buyer Metrics

Jan 21, 2020

An annual buyer study providing insight into who is buying annuities and why they are turning to individual annuity products.

Predicting and Preventing Variable Annuity Surrenders (2018)

Oct 3, 2018

The latest paper from LIMRA’s Center of Excellence for Analytics lays out our full findings on how companies can predict and prevent variable annuity surrenders.

Data Security: The Key to Financial Wellness

Jul 27, 2021

Balancing personalization and data privacy to create financial wellness programs that resonate with employees.

Your Member Relations Director

Featured Conference

Retirement Industry Conference

This important conference covers the latest strategic, sales, product, operations and administration, marketing and distribution trends as well as regulatory issues that impact the retirement industry.

Featured Publications

SRI® Review

Gain actionable insights you won’t find anywhere else. LIMRA experts and industry leaders provide fresh perspectives on the retirement market, including consumers, products, distribution, technology, and domestic global trends.

Industry news2use

This semi-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 and Thursdays.

Your Contact at LIMRA

Patty Uricchio

Member Relations Director

Work Phone: (860) 285-7887

PUricchio@limra.com