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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

Research Series

Our research series allow you to take a deeper dive into trending topics and to explore related research from the latest industry trends to perennial issues for the industry. Research topics include customer engagement, distribution, technology, workplace benefits, retirement, and individual insurance.

US Individual Life – COVID-19 Mortality Experience Study

Aug 3, 2021

This report is the second public release from the collaboration between LIMRA, SOA, RGA and TAI. The report contains the results of an excess mortality analysis for the first three quarters of 2020. Data from 31 companies representing approximately 68% of the industry face amount inforce have been included in the analyses in this report.

U.S. Individual Life Insurance Forecast

Aug 3, 2021

LIMRA’s forecast of individual life insurance sales in the United States by product line over the next three years.

Monthly Individual Life Sales

Aug 2, 2021

Get the latest monthly individual life sales and application trends.

The 401(k) Scorecard

Aug 2, 2021

Keep score . . . on the most important quarterly and year-to-date 401(k) sales information.

Data Security: The Key to Financial Wellness

Jul 27, 2021

Balancing personalization and data privacy to create financial wellness programs that resonate with employees.

Individual Life Combination Products

Jul 14, 2021

A detailed look at the state of the combination product market.

U.S. Individual Life Insurance Sales

Jul 13, 2021

Size it up — quarterly U.S. individual life insurance sales results reported by 80 percent of the industry, as well as annual industry estimates and the comprehensive U.S. Individual Life Insurance Yearbook.

U.S. Individual Annuity Market

Jul 9, 2021

Benchmark sales, persistency, analysis, and outlook for a range of annuity products, reported by distribution channels and market types.

The Implications of Low-for-Long Interest Rates on Life Insurance and Annuity Business

Jul 6, 2021

This report presents results from the second phase of research work exploring the impacts of the low interest rate environment on the insurance industry from the customer and distributor perspective.

Black Americans: Life Insurance Ownership and Attitudes — A 2021 Insurance Barometer Supplementary Report

Jul 1, 2021

This report explores Black Americans’ life insurance ownership and attitudes, as Life Happens and LIMRA recognize the importance of keeping the industry informed on the financial needs and behaviors of diverse consumer markets.

U.S. Workplace Dental and Vision Sales and In Force

Jun 28, 2021

Schedule your check-up on the latest market results for dental and vision products sold in the workplace.

Canadian Individual Annuities

Jun 28, 2021

Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province.

U.S. Worksite/Voluntary Sales and In Force

Jun 24, 2021

Results are in! View the latest market stats on 100 percent-employee-paid products sold at the workplace.