test-2026 Research Agenda

Explore our upcoming member research agenda to help you navigate with confidence.

Insurance Annuity Workplace Benefits Distribution Retirement Canada

Research Agenda At A Glance

This page will serve as your go-to resource for updates, milestones, and key dates as we shape and refine our agenda. Please note that all dates are subject to change as planning evolves—be sure to bookmark this page and check back regularly for the latest information.

Insurance

Click on the name of the research piece or the plus sign for more information.

Combination Products: The Next Horizon

Frequency: Standalone Study
Anticipated Release: Q1

The LIMRA-EY study offers strategic insights into the evolving landscape of long-term care—a growing priority fueled by an aging population and increasing health needs.

Life Insurance Forecast

Frequency: Annual
Anticipated Release: Q1

Our life insurance forecast offers a thorough analysis of sales trends and a comprehensive outlook on the future, empowering strategic decisions with confidence.

Insurance Barometer Study

Frequency: Annual
Anticipated Release: Q2

The Insurance Barometer Study focuses on the opportunities to educate consumers on the benefits and strengths of life insurance. It provides insights into who owns, who doesn’t, and who wants to own life insurance. With the barriers to ownership addressed and analyzed, member companies can begin toppling them in an effort to insure more Americans.

Life Insurance Yearbook

Frequency: Annual
Anticipated Release: Q4

This is the most comprehensive overview of the U.S. individual life insurance market, including premium, coverage, and policy sales by product and distribution channel, as well as consumer sentiment and ownership trends.

Credible Benchmarks: Lighting the Path to Industry Growth

Benchmarks

Our benchmarks light the path to growth, delivering industry-driven insights with unmatched credibility and a visionary outlook.

Related Research

2025 Protected Retirement Income and Planning Study (PRIP)

The 2025 Protected Retirement and Income Planning (PRIP) research study, conducted by IPSOS, is the only study of its kind that simultaneously surveys consumers and financial professionals.

Staging a Comeback: A Renewed Interest in Workplace Long-Term Care Solutions

Understand how workplace benefits carriers are addressing the growing need for long-term care solutions.

Changes in Annuity Production: Who’s Driving Growth and What’s Next

Annuity sales have nearly doubled in 5 years. What fueled this surge, and will those same forces keep driving growth?

2025 Retirement Investors: Behaviors, Attitudes, and Financial Situations

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

Timing is Everything: How Outreach Drives Out-of-Plan Retention

Discover how the method and timing of plan provider contact can significantly influence rollover decisions and out-of-plan asset retention.

Benefits Understanding: The Intention Action Gap

Despite high employee interest in understanding workplace benefits, many still struggle to engage meaningfully with the information provided.

U.S. Consumer Sentiment (October 2025)

The first week of the government shutdown saw no surge in Americans' economic anxiety.

Workers and Wellness: A LIMRA Wellness Update

This update to the LIMRA Financial Wellness Index® focuses on workers’ stress and solutions for achieving wellness.

Annuity Forecast

Frequency: Annual
Anticipated Release: Q1

Our annuity forecast offers a thorough analysis of sales trends and a comprehensive outlook on the future, empowering strategic decisions with confidence.

Changes in Annuity Production: Who's Driving Growth and What's Next

Frequency: Standalone Study
Anticipated Release: Q1

Annuity sales nearly doubled from $219B in 2020 to $434B in 2024. What fueled this surge? Beyond interest rates and market volatility, LIMRA surveyed 800+ independent advisors to uncover the real drivers—product enhancements, client demand, exchange activity—and whether these forces will shape future annuity production.

Retirement Investors

Frequency: Annual
Anticipated Release: Q3

LIMRA’s Retirement Investors Survey explores the perceptions, behaviors, and financial conditions of U.S. retirees and workers aged 40–85 with at least $100K in investable assets. It provides insights into retirement income, planning, financial advice, and investor attitudes, with special sections on topics like professional advice value and intergenerational financial management.

Annuity Yearbook

Frequency: Annual
Anticipated Release: Q4

This is the most comprehensive overview of the U.S. individual annuity market, including sales benchmarks, in-force estimates, and trends across variable, fixed, indexed, immediate, and deferred products.