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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

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. (Peru added April 2020.)

New York Regulation 187 – Annuity Company Practices Survey

How did New York Regulation 187 initially impact annuity manufacturers? What changes to sales forecasts, training, and operations have they implemented? This report addresses these questions and more.

The Facts of Life and Annuities: 2019 Update

This compilation of key facts from LIMRA and other sources will educate people about the value of life insurance and annuities.

Next-Level Customer Experience: How do Insurers Get There?

Life and annuities carriers' journey to optimizing their customer experience process.

Annuity Benchmark Studies

U.S. Individual Annuity Market

Mar 31, 2020

Benchmark sales, persistency, analysis, and outlook for a range of annuity products, reported by distribution channels and market types. (U.S. Fixed-Rate Deferred 2019 4th Quarter and U.S. Income Annuity Market 2019 4th Quarter added 3/31/20)

Group Annuity Risk Transfer

Feb 26, 2020

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

Canadian Individual Annuities

Mar 4, 2020

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

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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.

Annuity Product Materials Service

View annuity product materials from U.S. companies.

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Secure Retirement Institute

Secure Retirement Institute® 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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