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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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Each year we produce nearly 100 reports covering markets, products, distribution and more.

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Firmly rooted in trusted research, our solutions are aimed to help you solve complex business issues.

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Whether you are seeking skill-based training or pursuing a designation, we offer award-winning content and unique learning opportunities to address your specific requirements.

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The designation is a concentrated focus of study leading to an internationally recognized credential of executive development.

Combining proven language with leading research, dynamic tools and new technology, Trustworthy Selling partners with you to build a more powerful, loyal, and productive distribution. Empower your distribution to work smarter and connect more meaningfully with their client. Transform transactions into enduring relationships.

FSRI Designation Program

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.

Featured Conferences

LIMRA Annual Conference

Our program will feature forward-thinking executives from diverse industries who will discuss key strategies in areas that will influence the future of our industry and the markets we serve.

Distribution Conference for Financial Services

The competitive landscape in the financial services industry is changing about as fast as you can say, “competitive landscape”.

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

MarketFacts: Your Resource for Industry Insights

Issue number 2-2021 of our flagship magazine — MarketFacts: Your Resource for Industry Insights — focuses on insurance trends, with a feature on professional development. It offers executive perspectives on the future of the industry, as well as current trends in workplace benefits, retirement, and the Help Protect Our Families campaign.