We'll help you make fact-based business decisions.
Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.
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.
U.S. Consumer Sentiment (October 2025)
The first week of the government shutdown saw no surge in Americans' economic anxiety.
The 401(k) Scorecard
Keep score . . . on the most important quarterly and year-to-date 401(k) sales information. New Q2 2025 results.
