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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
  • Employer and employee perspectives and actions
  • Effective sales, sales processing, and service practices
  • Unbiased benchmarks

Latest Annuity Research

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

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.

A Deeper Dive: 2020 Registered Index-Linked Annuity Sales

Registered index-linked annuities continued to gain popularity in 2020. This report explores the election of protections and benefits within this popular product segment.

A Future View of U.S. Annuity Sales — Entering a New Normal

Entering 2021, the individual annuity market continued to face significant uncertainty. Even as vaccines have rolled out throughout the U.S., many questions remain regarding what the new normal will be for the individual annuity market.

2021 Insurance Barometer Study

The 2021 study period marks the 11th edition of the annual Insurance Barometer. Surveying American consumers during this difficult time provides critical insights for the industry on the impact that COVID-19 is having on financial attitudes and behaviors.

Registered Index-Linked Sales (2019 Data)

Registered index-linked annuities (RILAs) have grown in popularity constantly over the last decade. This report will take a deeper dive into the usage and utilization of crediting strategies, indices, and protection levels, along with more on RILA sales in 2019.

Annuity Benchmark Studies

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.

Group Annuity Risk Transfer

Sep 13, 2021

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

Canadian Individual Annuities

Sep 3, 2021

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

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Consumer/Advisor Retirement Studies

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Institutional Retirement

Get the facts on today's institutional retirement market.

AnnuityCompass

Tap into the power of the industry’s first database of annuity buyers and owners.

Annuity Interest Rates Service

Learn the latest money interest rate sheets for U.S. annuity writers.

Related On-Demand Webinars

Watch anytime, anywhere

LIMRA Unplugged

Related Solutions and Services

Supporting your annuities business needs

Annuity Sales Forecast

Guide your strategic plans with this examination of the future of U.S. individual annuities sales.

FSRI

The FSRI retirement education program enables learners to develop a solid understanding of the “what, why, and how” of the industry and provides an effective foundation for company-specific training.

AnnuityXT

Effectively implement your annuity continuing education program.

Custom Research

Research tailored to your individual business needs.

Secure Retirement Institute

Secure Retirement Institute® (SRI®) provides comprehensive, unbiased research and education covering all aspects of the retirement industry, offering a forum for senior leaders across the financial services retirement landscape to identify and explore the challenges Americans face surrounding retirement.

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