Skip to content

Transamerica

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.

LIMRA Financial Wellness Index®: 2026 Update

Oct 9, 2026

The 2026 update of the LIMRA Financial Wellness Index® shows wellness overall increasing very slightly from 2024, but still behind our first measure in 2022.

FP (Agent) Production and Retention

Oct 5, 2026

Key metrics from the annual benchmarking study which help participants track field activity and sales performance. 2025 Report now available.

Canadian Individual Critical Illness Insurance Sales

Sep 29, 2026

Hit your target? Benchmark individual critical illness new sales, in-force business, and growth rates for 16 Canadian companies. New Q2 2026 data.

U.S. Monthly Individual Life Sales

Sep 29, 2026

Get the latest monthly individual life sales and application trends. New August 2026 data.

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.

From Training to Performance: Learning at the Point of Need

Need answers in the moment? From quick refreshers to on-demand guidance, just-in-time learning helps employees solve problems and keep work moving. Learn more now.

Insights and Trends

Uncover a wide range of research from LIMRA on life insurance, annuities and workplace benefits. Additionally, be sure to review LOMA Information Center briefs, quick queries and reports.

Distribution: Experience Is the New Competitive Advantage

Experience is reshaping financial services distribution as carriers compete on ease, personalization and trust. Explore what separates leaders from the pack today.

Leveraging Behavioral Science to Motivate Tough Prospects

Behavioral science can boost insurance marketing results without changing products or rates. Discover which tactics reduce friction, improve response and drive sales.

The Great Shift in Distribution: Numbers Tell the Story

The numbers tell a story of change across distribution, talent and advice models. Find out what the latest data reveal and how firms are adapting to client needs.

The Widow’s Walk: Preparing For the Financial Transition

Gen X women are poised to inherit much of the historic wealth transfer, yet many face retirement challenges. Identify how you can support their financial readiness.

92 Million Reasons to Talk About Life Insurance

See what the 2026 Insurance Barometer Study tells us about the protection gap and how the industry can put the findings to work during Life Insurance Awareness Month.

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

Did you accomplish the goal of your visit to our site?

Yes No