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SRI Board

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

Dec 2, 2022

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

2026 Retirement Investors: Behaviors, Attitudes, and Financial Situations

Oct 12, 2026

LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States

LIMRA Financial Wellness Index®: 2026 Update

Oct 9, 2026

The 2026 update of the LIMRA Financial Wellness Index® shows wellness overall increasing very slightly from 2024, but still behind our first measure in 2022.

Your Member Relations Director

Featured Conference

Life Insurance Conference

This premier conference offers life insurance conference professionals the opportunity to network with peers and leading industry experts while participating in cross-functional learning.

Thought Leadership

Explore insightful thought leadership on the forces driving the industry.

Publications & Podcasts

Enjoy in-depth reporting on issues that matter to you in LIMRA's award-winning MarketFacts magazine, e-bulletins, and podcasts.

From Training to Performance: Learning at the Point of Need

Need answers in the moment? From quick refreshers to on-demand guidance, just-in-time learning helps employees solve problems and keep work moving. Learn more now.

Insights and Trends

Uncover a wide range of research from LIMRA on life insurance, annuities and workplace benefits. Additionally, be sure to review LOMA Information Center briefs, quick queries and reports.

Leveraging Behavioral Science to Motivate Tough Prospects

Behavioral science can boost insurance marketing results without changing products or rates. Discover which tactics reduce friction, improve response and drive sales.

Distribution: Experience Is the New Competitive Advantage

Experience is reshaping financial services distribution as carriers compete on ease, personalization and trust. Explore what separates leaders from the pack today.

3 Questions Life Insurance Carriers Should Answer

Learn how a combined data approach can help determine what evidence is needed, how risk should be classified and whether the right underwriting outcome was achieved.

The Widow’s Walk: Preparing For the Financial Transition

Gen X women are poised to inherit much of the historic wealth transfer, yet many face retirement challenges. Identify how you can support their financial readiness.

Spotlight on F&G’s VP, Head of Marketing, Molly O’Brien

What began in advisor events evolved into marketing leadership at F&G. O'Brien reflects on the experiences that guided her path. Meet the leader behind the journey.

Your Contact at LIMRA

Faye W. Williamson

Member Relations Director

Work Phone: (860) 285-7826

fwilliamson@limra.com

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