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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

Featured Annuity Research

Latest Annuity Research

A Deeper Dive: 2022 Registered Index-Linked Sales

As registered index-linked sales continued their strong growth pattern in 2022, a lot of similarities were seen in the election of protection type, crediting methods, and indices selected.

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.

Balancing Act: Retirement Timing and Key Considerations

Though the “perfect” time to retire varies by individual, explore reasons workers retire and how availability and eligibility can drive timing.

The Art and Science of Wholesaling

To explore the current landscape and future of wholesaling, LIMRA surveyed wholesalers to learn about their activities, opinions, interactions with financial professionals, and perspectives on the future.

Annuity Benchmark Studies

U.S. Individual Annuity Market

Jul 3, 2024

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. Annuity Product Reports - new Q4 2023 reports.

U.S. Individual Annuity Yearbook

Dec 5, 2023

How did sales of individual annuities fare in 2022?

Canadian Individual Annuities

Jul 15, 2024

Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province. New Q1 2024 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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Retirement

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Consumer/Advisor Retirement Studies

Gain an edge in today's annuity and individual retirement marketplace.

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.

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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.

AnnuityXT

Effectively implement your annuity continuing education program.

Custom Research and Consulting

Research tailored to your individual business needs.

Related MarketFacts Articles

Confidence Counts: Education Leads to Sales

LIMRA and Life Happens’ 2024 Insurance Barometer Study is out. Learn the latest about consumers’ perceptions, attitudes and behaviors, including what affects their decision to purchase life insurance.

Whole Life Insurance: Emerging Challenges in 2024

Whole life insurance has enjoyed more than a decade of dominance, but the market is shifting. How are carriers adapting to new market realities?

Advisors and Investors: Views on Retirement Risks

Managing risk effectively is part and parcel of retirement planning, but it can also feel like risky business for those planning for retirement. Learn how advisors and investors differ in their views related to risk.

MarketFacts

Access insightful thought leadership on the forces driving the financial services industry.

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