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Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.
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.
U.S. Monthly Individual Life Sales
Get the latest monthly individual life sales and application trends. New August and September 2025 data.
Canadian Individual Annuities
Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province. New Q1 2025 summary data.
Benefits Understanding: The Intention Action Gap
Despite high employee interest in understanding workplace benefits, many still struggle to engage meaningfully with the information provided.