Franklin Templeton Investment

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

U.S. Individual Annuity Market

Apr 15, 2025

Access your one-stop shop for U.S. annuity sales data — benchmark sales and analysis for a range of annuity products, reported by distribution channels and market types. New Q4 2024 Glimpse.

Annuity Buyer Metrics

Aug 20, 2021

An annual buyer study providing insight into who is buying annuities and why they are turning to individual annuity products.

Predicting and Preventing Variable Annuity Surrenders (2018)

Oct 3, 2018

The latest paper from LIMRA’s Center of Excellence for Analytics lays out our full findings on how companies can predict and prevent variable annuity surrenders.

The Canadian Pension Market

Jul 1, 2025

This quarterly survey benchmarks Canadian pension sales and member activity. New Q1 2025 and Q3 2024 market report and glimpse.

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

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Featured Conference

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

SRI® Review

Gain actionable insights you won’t find anywhere else. LIMRA experts and industry leaders provide fresh perspectives on the retirement market, including consumers, products, distribution, technology, and domestic global trends.

Industry news2use

This semi-weekly newsletter showcases important global financial services industry updates and links to related LIMRA and LOMA resources. Please subscribe to receive Industry news2use in your inbox on Tuesdays and Thursdays.

Your Contact at LIMRA

Patty Uricchio

Member Relations Director

Work Phone: (860) 285-7887

PUricchio@limra.com

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