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Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.
U.S. Consumer Sentiment (April 2026)
Consumer sentiment slipped further in early April as energy costs rose and geopolitical risks intensified.
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 Product Reports.
U.S. Monthly Individual Life Sales
Get the latest monthly individual life sales and application trends. New February 2026 data.
DC Advisor Views: PEPs Update
Since 2021, a new construct has been available to employers who want to sponsor a workplace retirement savings program but may be reluctant to take on the role of an active plan sponsor: the Pooled Employer Plan (PEP).This research explores advisor assessment – and actions – relative to PEP plans and opportunities.
