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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

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

Apr 29, 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. New Q4 2023 data.

U.S. Individual Annuity Yearbook

Dec 5, 2023

How did sales of individual annuities fare in 2022?

Canadian Individual Annuities

Feb 16, 2024

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

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

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.

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

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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

Advisors Weigh In: How to Increase Annuity Sales

Although annuity sales reached record highs in the last two years, investment advisor representatives who work for RIA firms sell few annuities. Read on to understand why.

The Rise of Pension Risk Transfers in the U.S.

Pension risk transfers are increasing quarter after quarter. What factors are driving this trend, and what is the impact to annuitants? Also, where is the market heading?

Pre-Retirees Express More Interest in Annuities

Prior to the last few years, pre-retirees had limited interest in annuities. Discover why today’s pre-retirees have a different mindset.

MarketFacts

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

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