Insider Insights Podcast: Meeting the Demand for Financial Wellness in the Workplace

U.S. Consumer Sentiment (April 2025)

Consumer anxiety about the U.S. economy surged in early April as sweeping tariffs led to market fluctuations.

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.

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.

U.S. Consumer Sentiment (January 2025)

In early 2025, political shifts and recent developments appear to be influencing consumer sentiment in various, albeit foreseeable, ways.

LIMRA Financial Wellness Index® — Quantifying Financial Wellness as a Basis for Improving It: 2024 Update

The LIMRA Financial Wellness Index® helps financial and benefits providers, advisors, and the industry quantify financial wellness. It is a first step towards understanding how financial wellness can fit into employer benefits strategies, personal advice, and financial readiness strategies. Demographic views allow for a richer understanding of financial wellness in various populations.