Research

Annuity Research

Access the information and key benchmarks you need to grow your business. You will find actionable information on these products and more:

Developing and pricing products
Today’s changing consumers
Effective sales, sales processing, and service practices
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Featured Annuity Research Latest Annuity Research Annuity Benchmark Studies

Featured Annuity Research

Guiding the Rollover Journey: Insights to Empower Investor Decisions and Strengthen Provider Engagement

What’s driving $800 billion in IRA Rollovers? Get key insights into investor motivations and actionable strategies to capture and retain assets.

Retirement

A Generation at Risk: Unpacking Gen X’s Retirement Realities

Limited pensions, low confidence, and rising protection needs are reshaping Gen X’s path to retirement.

2025 Retirement Investors: Behaviors, Attitudes, and Financial Situations

LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.

Annuity Sales: Strategic Insights and Future Market Trends

In 2024, annuity sales hit $434.1B, up 13% from 2023. Driven by economic conditions, interest rates, and aging population. High demand for protected growth and guaranteed income.

The Modern Retiree: Embracing the Future of Retirement

As the concept of retirement is evolving, what factors are shaping the experiences of modern retirees?

Powering Forward: In-Plan Annuities Gain Momentum

In-plan annuities are seeing an uptick in adoption as a growing number of workers have limited access to traditional defined benefit (DB) pensions.

U.S. Individual Annuity Market Forecast

What are the expectations for annuity sales over the next few years?

U.S. Individual Annuity Yearbook

How did sales of individual annuities fare in 2024? Read the most comprehensive overview and gain insights to the key factors impacting the individual annuity market.

Latest Annuity Research

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.

2025 Retirement Investors: Behaviors, Attitudes, and Financial Situations

Sep 17, 2025

LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.

A Deeper Dive: Annuity Sales Series

May 12, 2025

Take a deeper dive into which features were selected with annuity products.

A Deeper Dive: 2023 Traditional Variable Annuity Market

May 12, 2025

Take a deeper dive into which features (such as durations, and more) were selected in a variable deferred annuity products in 2023.

A Deeper Dive: 2023 Income Annuity Market

Apr 30, 2025

Take a deeper dive into which features were selected for income annuity products in 2023.

Emerging Affluent Investors

Apr 18, 2025

Find out what motivates younger investors as they balance competing needs while building their early wealth. New Executive Summary — Future-Focused Investing: Financial Goals and Preferences of Emerging Affluent Investors.

Annuity Benchmark Studies

U.S. Individual Annuity Market

Sep 23, 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 Traditional Variable Annuity Market data.

U.S. Individual Annuity Yearbook

Sep 25, 2025

How did sales of individual annuities fare in 2024? Read the most comprehensive overview and gain insights to the key factors impacting the individual annuity market.

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.

Group Annuity Risk Transfer

Jan 17, 2024

Understand the trends from the quarterly sales, asset, and contract data in the group annuity risk transfer market.

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Related On-Demand Webinars

Watch anytime, anywhere

The Annuity INSIDER Report: September 2025

Join Keith Golembiewski & Roger Aucoin as we dive into where the annuity market is heading and what factors could drive or hinder future growth.

LinkedIn Live: Industry Insights With Byan Hodgens — Helping Young Consumers See the Value of Life Insurance

9/23/2025, 12 - 12:30 p.m.

Join Bryan Hodgens, senior vice president and head of LIMRA Research, and Steve Wood, research director, LIMRA Consumer Markets, as they discuss how the industry can help more young consumers see the value in protecting their families' financial security.

LinkedIn LIVE: Industry Insights With Bryan Hodgens — What Will It Take to Double Annuity Sales Over the Next 5 Years?

9/15/25 — In this episode of Industry Insights With Bryan Hodgens, Bryan is joined by Jason Fichtner, executive director, Retirement Income Institute, to discuss how the industry can address the growing investor need and demand for guaranteed income.

The Annuity Insider Report: Second Quarter Review

9/18/2025, 12 - 12:45 p.m.

Join Keith Golembiewski & Roger Aucoin as we dive into where the annuity market is heading and what factors could drive or hinder future growth.

LinkedIn LIVE: Industry Insights With Bryan Hodgens — What Will It Take to Double Annuity Sales Over the Next 5 Years?

9/15/2025, 3:15 - 4 p.m.

Linkedin LIVE: Industry Insights With Bryan Hodgens — Control, Consolidation and Convenience: Understanding Investors’ Mindset With IRA Rollovers

7/17/25 — This month, Bryan talks with Matt Drinkwater, corporate vice president of LIMRA annuity and retirement research, who discusses new research examining how and why investors make the decision to roll over their DC plan assets into an IRA and what financial services companies can do to influence their decision.

Linkedin LIVE: Industry Insights With Bryan Hodgens — Control, Consolidation and Convenience: Understanding Investors’ Mindset With IRA Rollovers

7/17/2025, 2:30 - 3 p.m.

In the next episode of Industry Insights with Bryan Hodgens, Bryan will talk with Matt Drinkwater, corporate vice president of LIMRA annuity and retirement research, who will discuss new research examining how and why investors make the decision to roll over their DC plan assets into an IRA and what financial services companies can do to influence their decision.