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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.

The 401(k) Scorecard

Oct 20, 2025

Keep score . . . on the most important quarterly and year-to-date 401(k) sales information. New Q2 2025 results.

Workers and Wellness: A LIMRA Wellness Update

Oct 10, 2025

This update to the LIMRA Financial Wellness Index® focuses on workers’ stress and solutions for achieving wellness.

Advised Versus Non-Advised: Two Paths, One Direction

Discover how investors with and without financial professionals approach rollover decisions and the opportunities to close the advice gap.

Ascent to Agency Success: Recruiting, Training, and Retaining High Performing Agents in Japan

Oct 9, 2025

This report provides insights from industry and agency leaders on effective recruiting and retention practices, common mistakes to avoid, and the role of training in enhancing productivity.

Featured Conference

Life Insurance Conference

This premier conference offers life insurance conference professionals the opportunity to network with peers and leading industry experts while participating in cross-functional learning.

Thought Leadership

Explore insightful thought leadership on the forces driving the industry.

Publications & Podcasts

Enjoy in-depth reporting on issues that matter to you in LIMRA's award-winning MarketFacts magazine, e-bulletins, and podcasts.

25.11 - 4 - Beyond the Payout: Loyalty That Lasts Generations

Life insurers pay $90 billion in death benefits annually — but most relationships end there. Only 1 in 10 beneficiaries become customers. Reimagine what support looks like.

Insights and Trends

Uncover a wide range of research from LIMRA on life insurance, annuities and workplace benefits, and review LOMA Information Center briefs, quick queries and reports on a variety of industry topics.

MarketFacts September 2025 Review

Articles from the September 2025 issue of MarketFacts

Changing Family Structures Create New Coverage Needs

Modern families are changing — and so should life insurance. Dive into key trends shaping coverage needs and how insurers can respond with empathy and innovation.

Protecting Rural Roots With Every Insurance Policy Sold

Rural Americans face unique challenges — and life insurers have a powerful opportunity to help. Learn how tailored policies can support families and meet their needs.

AIGG: Driving Responsible AI Adoption in Insurance

Facing complexity with confidence: See how insurance leaders are building AI strategies using shared tools and standards to guide ethical, safe and scalable adoption.

Timeless Influencers: Can FPs Increase Brand Awareness?

In a crowded market, reputation and relationships win. Explore how trusted financial professionals are helping life insurance brands stay top of mind with consumers.

Your Contact at LIMRA

Paul Henry

Managing Director, Retirement Clients and Products

Paul works with financial services firms to help them develop and refine successful strategies for the retirement market. Incorporating LIMRA research and LOMA training, Paul helps companies identify the right product, marketing, and distribution opportunities. Paul is a leading voice in the retirement industry and brings more than 25 years of experience in developing and launching innovative retirement programs.


Work Phone: (860) 285-7878

phenry@limra.com

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