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.
SECURE Act

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was designed to help Americans save for retirement. How does it help them save?
Fact Book on Retirement Income

The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.
Individual Life Combination Products

A detailed look at the state of the combination product market. New 2024 Mid-Year Review.
The Canadian Pension Market

This quarterly survey benchmarks Canadian pension sales and member activity. New Q1 2025 and Q3 2024 market report and glimpse.