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

U.S. Monthly Individual Life Sales

May 4, 2026

Get the latest monthly individual life sales and application trends. New February 2026 data.

DC Advisor Views: Advisors and Alts — Exploring Advisor Reactions to Including Alternative Investments in DC Plans

May 4, 2026

The inclusion of “alternative” asset classes in DC plan menus may soon be facilitated by an executive order and subsequent Department of Labor (DOL) action. Find out how DC gatekeepers — advisors — feel about this potential; explore their opinions about how alts fit into DC strategies and where they feel this development is going.

Hybrid Insurance on the Rise: A New Era for Long-Term Care Protection

May 4, 2026

This study provides strategic insights from the LIMRA/EY US 2025 individual life combination LTC survey.

DC Advisor Views: PEPs Update

May 4, 2026

Since 2021, a new construct has been available to employers who want to sponsor a workplace retirement savings program but may be reluctant to take on the role of an active plan sponsor: the Pooled Employer Plan (PEP).This research explores advisor assessment – and actions – relative to PEP plans and opportunities.

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