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Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.
U.S. Consumer Sentiment (July 2025)

There’s been a modest easing of concerns about the economy following April’s sharp rise.
U.S. Individual Annuity Market

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 Q1 2025 Glimpse.
The 401(k) Scorecard

Keep score . . . on the most important quarterly and year-to-date 401(k) sales information.
Capturing the IRA Rollover Market

Learn more about the dynamics of the growing IRA rollover market.