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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

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 had headwinds entering 2020, yet unforeseen events surrounding the global pandemic and will reshape the landscape in the future.

2020 Insurance Barometer Study

The Insurance Barometer is an annual study that tracks the perceptions, attitudes, and behaviors of adult consumers in the United States. The study objectives are to measure financial concern among American consumers and relate these findings to financial behaviors, with a particular focus on life insurance. (Tech report added Sept. 2020.)

Spotlight on Retirement: Latin America

In Latin America, demographic and societal changes are stressing the retirement safety net to capacity and beyond. Learn how insurers can help solve the retirement gap. (Columbia added May 2020.)

Annuity Benchmark Studies

U.S. Individual Annuity Market

Sep 23, 2020

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

Group Annuity Risk Transfer

Aug 21, 2020

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

Canadian Individual Annuities

Sep 14, 2020

Sales activity benchmarks for Canadian individual fixed, segregated fund-based, and/or combination annuities.

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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.

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.

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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