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

Wealth Segments in the U.S. At a Glance

Jun 14, 2019

Quickly see the size and financial profile of wealth segments in the U. S. to spot market opportunities.

Journey Beginnings: Recent Experiences in Retirement Timing

Sep 26, 2019

What are the financial impacts when retirement timing reality doesn’t align with plans?

Consumer Expectations Driving Advisors to Rely More on Digital Tools

To effectively engage with today’s tech-enabled consumer, today’s financial professionals need to adapt their practices and adopt new digital tools.

Industry Trends

Read our latest articles highlighting LIMRA research and trends in the industry.

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While traditional retirement education often focuses simply on regulations, processes, plan designs and product, the FSRI covers a greater variety of topics and issues. The highly-interactive online course format provides an in-depth and engaging learning experience.