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Waddell and Reed

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.

Current State of Fraud in Life Insurance, Annuities, and Retirement Plans (2018)

Aug 30, 2018

The frequency of fraudulent attacks on the financial services industry is accelerating, even as they grow more sophisticated.

U.S. Individual Annuity Yearbook

Aug 7, 2024

How did sales of individual annuities fare in 2023? Read the most comprehensive overview and gain insights to the key factors impacting the individual annuity market.

U.S. Individual Annuity Market

Apr 15, 2025

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 Q4 2024 Glimpse.

Sources of Retirement Income: A Study of Retirees (2018)

Feb 1, 2018

Know how retirees are creating income, their confidence in retirement security, and how advisors can be of more help.

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.

Oligarchs Play Hide and Seek: Life Insurers Must Act

Unveil how life insurers can manage the expanding sanctions on Russian oligarchs, and learn how to stay compliant and mitigate risks more effectively.

Spotlight on Michele Frey, CMO at Prudential, ILI

See how Michele's early experiences at a one-hour photo center shaped her marketing journey, from connecting brands with customers to mastering financial services.

Scrolling for Security: Social Media and Life Insurance

Explore how young consumers are leveraging social media to navigate life insurance options. Uncover the most influential platforms and their impact on decision making.

Enterprise Leaders Must Perform and Transform

Discover why less than 14 percent of executives are considered enterprise leaders and how to develop these critical skills to lead effectively in a changing landscape.

Unlocking Opportunities: Young Investors on the Rise

Tap into the future of wealth management by understanding emerging affluent investors and gain a competitive advantage by learning how to attract and retain this group.

What Do Consumers Value When Buying Life Insurance?

Navigate the evolving life insurance landscape and find out what consumers value most. Get the latest insights and tips for carriers to thrive in today's market.

Dollars and Sense: Improving Financial Literacy and Results

Uncover the role of financial services in improving financial literacy. See how financial education can bridge knowledge gaps and pave the way for a secure future.

Your Contact at LIMRA

John B. Sullivan, M.B.A.

Client Relationship Director

Work Phone: (860) 285-7758

jsullivan@limra.com

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