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
A look into the young Canadian life insurance consumer mindset, with a focus on residency duration.
LIMRA conducted a series of qualitative studies to identify growth opportunities and better understand consumer needs, attitudes, and barriers to financial protection. Key insights revealed opportunities to expand engagement by improving financial education, simplifying products, building trust, and delivering more personalized, culturally relevant experiences.
What separates deferred annuity buyers from non-buyers?
The 2026 Retirement Income Readiness Report examines retirement preparedness, retirement income planning, financial confidence, protected lifetime income, and the factors that help pre-retirees and retirees achieve long-term financial security.
The inaugural LIMRA Retirement Plan Income Annuity Benchmark offers a first-of-its-kind view into the size and growth of the in-plan annuity market.
As Americans celebrated the nation’s 250th Independence Day, economic concern eased, but financial security remains elusive for many.
LIMRA’s latest study updates more than six decades of life insurance ownership trends, adding new estimates to better reflect today’s coverage landscape. Technical Report now available.
Consumers want life insurance that is simple, flexible, and easy to integrate into their financial lives. Explore insights from the 2026 Insurance Barometer Study.
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.
