Explore our upcoming member research agenda to help you navigate with confidence.
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.
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.
Our life insurance forecast offers a thorough analysis of sales trends and a comprehensive outlook on the future, empowering strategic decisions with confidence.
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.
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
The 2026 LIMRA Landscape Report reveals how employers are reshaping benefits to deliver more flexible, targeted support — while a growing divide by company size is changing who has access to core coverage.
A Widow’s Walk to Financial Confidence research paper explores the complex financial and emotional realities women face after the loss of a spouse.
Take a deeper dive into which features (such as durations, and more) were selected in a variable deferred annuity products in 2024.
Take a deeper dive into the features selected for income annuity products in 2024.
While 2026 financial wellness numbers rebounded modestly from 2024 levels, financial pressure persists. Explore preliminary findings from the LIMRA Financial Wellness Index: 2026 Update.
This study provides the life insurance and retirement industries with a collective look at the most current data and information related to their financial crimes services and fraud prevention programs.
Take a deeper dive into the features selected in registered index-linked annuity products in 2024.
Discover employee attitudes and opinions about workplace benefits and overall employment issues.
Our annuity forecast offers a thorough analysis of sales trends and a comprehensive outlook on the future, empowering strategic decisions with confidence.
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.
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.
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.
