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.
Fact Book on Retirement Income
The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.
Institutional Retirement Reference Guide
Data, data, data… and compelling insights! SRI's® Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.
- Research Abstract
- Distribution Channels
- Multiple Line Exclusive Agency (MLEA)
- Private Employers
- Public Employers
- Small Businesses
- Workplace Benefits
- Retirement, Institutional/Workplace
- Retirees and Pre-Retirees
- Talent Management
- Onboarding & Development
The Retirement Income Reference Book — Fourth Edition
The Retirement Income Reference Book (Fourth Edition) provides a wealth of facts and insights at your fingertips. Use it to set strategy, make presentations, or conduct training.
The Journey Into Retirement Series
Better understand the outlooks and actions of pre- and recent retirees.
The Facts of Life and Annuities: 2019 Update
This compilation of key facts from LIMRA and other sources will educate people about the value of life insurance and annuities.