LIMRA Research and Benchmark Studies
Access LIMRA’s research findings to develop and execute effective business strategies for engaging today’s ever-changing markets.
All LIMRA Research
The 401(k) Scorecard
Aug 18, 2026
Keep score . . . on the most important quarterly and year-to-date 401(k) sales information. New Q1 2026 results.
MLEA Compensation, Production, and Retention
Aug 17, 2026
Up or down? View the annual trends on retention, production performance, and earnings of multiple-line exclusive (MLEA) agents. 2025 Executive Summary added.
Strategic Consolidation in Financial Services Distribution: From Scale to Capacities-Driven Competition
Aug 14, 2026
The first white paper in LIMRA’s Six Key Forces Reshaping Financial Services Distribution series explores how strategic consolidation, driven by M&A and private equity activity, are moving competition beyond scale toward capabilities, technology, and execution.
- Research Abstract
- Distribution Channels
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Independent Agency/Brokerage
- Independent Distribution Networks (BGAs/IMOs)
- Retirement
- Retirement Income
- Retirement Planning
- Distribution Management
- Compensation
- Field Leadership
- Annuities
- Annuities, Fixed Deferred
- Annuities, Indexed
- Annuities, Variable
Market Opportunity: Young Canadian Consumers
Aug 7, 2026
A look into the young Canadian life insurance consumer mindset, with a focus on residency duration.
Market Opportunities Series
Aug 7, 2026
LIMRA conducted a series of qualitative studies to identify growth opportunities and better understand consumer needs, attitudes, and barriers to financial protection. Key insights revealed opportunities to expand engagement by improving financial education, simplifying products, building trust, and delivering more personalized, culturally relevant experiences.
The Path to Purchase: How Investors Decide on Deferred Annuities
Aug 6, 2026
What separates deferred annuity buyers from non-buyers?
Consumer Sentiment Tracking
Jul 31, 2026
How are Americans feeling about the economy and our industry? (Updated July 31, 2026)
Retirement Income Readiness Report
Jul 31, 2026
The 2026 Retirement Income Readiness Report examines retirement preparedness, retirement income planning, financial confidence, protected lifetime income, and the factors that help pre-retirees and retirees achieve long-term financial security.
LIMRA: U.S. Annuity Sales Set New Quarterly Record, Totaling $123.9 Billion in the Second Quarter of 2026
Jul 27, 2026
Total U.S. annuity sales rose 4% year over year to a record $123.9 billion in the second quarter of 2026, surpassing the previous quarterly high and marking the 11th consecutive quarter of more than $100 billion in sales, according to preliminary results from LIMRA’s U.S. Individual Annuity Sales Survey, which represents 84% of the total U.S. annuity market.
The Growth of In-Plan Annuities in the U. S. Retirement Plan Income Annuity Market
Jul 27, 2026
The inaugural LIMRA Retirement Plan Income Annuity Benchmark offers a first-of-its-kind view into the size and growth of the in-plan annuity market.
U.S. Consumer Sentiment (July 2026)
Jul 24, 2026
As Americans celebrated the nation’s 250th Independence Day, economic concern eased, but financial security remains elusive for many.
Canadian Sales Force and Retention
Jul 23, 2026
Calendar-year retention of the Canadian career agent sales force. New 2025 data.
Lifetime Income Initiative Member Marketing Toolkits
Jul 23, 2026
Now is time for financial professionals and Americans to have the conversations that will bridge the retirement income gap.
U.S. Life Insurance Ownership Today: Perception and Reality
Jul 23, 2026
LIMRA’s latest study updates more than six decades of life insurance ownership trends, adding new estimates to better reflect today’s coverage landscape. Technical Report now available.