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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

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.

Predicting and Preventing Fixed Indexed Annuity Surrenders

LIMRA’s analytics team examines the factors that cause customers to surrender fixed indexed annuities.

A Future View of U.S. Annuity Sales — Will History Repeat Itself? U.S. Individual Annuity Market Forecast 2020 – 2022

The individual annuity market faced headwinds entering 2020 and the unforeseen impact from the global pandemic will reshape the landscape for the future.

Annuity Benchmark Studies

U.S. Individual Annuity Market

Apr 14, 2021

Benchmark sales, persistency, analysis, and outlook for a range of annuity products, reported by distribution channels and market types. (Updated: Fixed-Rate Deferred Annuity Market)

Group Annuity Risk Transfer

Feb 24, 2021

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

Canadian Individual Annuities

Mar 16, 2021

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

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Help consumers advance retirement readiness with unbiased and actionable information and insights.

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.


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.

Annuity Product Materials Service

View annuity product materials from U.S. companies.

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.


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.


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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