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
Benefits Understanding: The Intention Action Gap
Oct 29, 2025
Despite high employee interest in understanding workplace benefits, many still struggle to engage meaningfully with the information provided.
- Research Abstract
- Consumer
- Generations
- Workplace Benefits
- Voluntary/100% Employee Paid
- Retirement
- Retirement, Institutional/Workplace
- Insurance Products
- Critical Illness
- Dental Insurance
- Disability Insurance
- Health Insurance
- Life Insurance
- Long-Term Care Insurance
- Medical Insurance
- Supplemental Health
U.S. Consumer Sentiment (October 2025)
Oct 29, 2025
The first week of the government shutdown saw no surge in Americans' economic anxiety.
Fiduciary Blind Spots: What Plan Sponsors Miss and Why It Matters
Oct 22, 2025
Many plan sponsors lack clarity on their own responsibilities, yet proper understanding of fiduciary roles is critical to protecting both employer and employee interests, and to successful plan outcomes.
Revitalizing Industry Growth Series
Oct 22, 2025
The life insurance industry is at a critical inflection point. Despite strong consumer interest, growth is stagnant as accessibility, perceived affordability, and lack of trust have created a widening protection gap, now affecting 42% of U.S. adults.
- Distribution Channels
- Banks/Bancassurance
- Full Service Broker-Dealer
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Agency Building
- Multiple Line Exclusive Agency (MLEA)
- Independent Agency/Brokerage
- Independent Distribution Networks (BGAs/IMOs)
- Direct-to-Consumer
- Individual Insurance
- Insurance Products
- Life Insurance
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.
Guiding the Rollover Journey: Insights to Empower Investor Decisions and Strengthen Provider Engagement
Oct 13, 2025
What’s driving $800 billion in IRA Rollovers? Get key insights into investor motivations and actionable strategies to capture and retain assets.
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
Oct 10, 2025
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.
Canadian Individual Annuities
Oct 8, 2025
Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province. New Q1 2025 summary data.
Canadian Individual Life Insurance Sales
Oct 8, 2025
Sales buzz! Get the latest on quarterly individual life insurance sales for Canada. New 2024 Annual Canadian Individual Life Insurance Sales Supplement.
Empowering Decisions and Strengthening Connections
Sep 30, 2025
A 42 percent protection gap in life insurance reveals a $51 billion growth opportunity. Discover how carriers can unlock this opportunity.
- Research Abstract
- Distribution Channels
- Banks/Bancassurance
- Full Service Broker-Dealer
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Agency Building
- Multiple Line Exclusive Agency (MLEA)
- Independent Agency/Brokerage
- Independent Distribution Networks (BGAs/IMOs)
- Direct-to-Consumer
- Individual Insurance
- Insurance Products
- Life Insurance
Use of Experience Rating of Group Long-term Disability Insurance Plans (2025 MarketScan)
Sep 30, 2025
Want to learn how experience rating factors into pricing and underwriting of group LTD insurance plans?
A Generation at Risk: Unpacking Gen X’s Retirement Realities
Sep 26, 2025
Limited pensions, low confidence, and rising protection needs are reshaping Gen X’s path to retirement.