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Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.
SECURE Act
The SECURE (Setting Every Community Up for Retirement Enhancement) Act was designed to help Americans save for retirement. How does it help them save?
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.