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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: Annuity Sales Series

Take a deeper dive into which features were selected with annuity products in 2021.

Deferred Annuity Buyers and Non-Buyers

Learn investor attitudes, relationships with advisors, and feelings about the deferred annuity purchase process.

The Facts of Life and Annuities: 2022 Update

This compilation of key facts from LIMRA and other sources can be used to educate people about the value of life insurance and annuities.

Annuity Sales by Investment Objective

Learn how annuity buyers’ investment objectives have shifted over the past decade.

A Future View of Annuity Sales – Redefining the Future

This annual update of the U.S. Individual Annuity Forecast explores the future of individual annuity market — what is expected to happen with sales — and provides our members with a strategic starting point to plan and optimize their business strategies for the future.

A Deeper Dive - 2021 Fixed-Rate Deferred Annuity Sales

Take a deeper dive into which features (such as durations, death benefits, and more) were selected in fixed-rate deferred annuity products in 2021.

Annuity Benchmark Studies

U.S. Individual Annuity Market

Jan 6, 2023

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

Canadian Individual Annuities

Oct 11, 2022

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

Group Annuity Risk Transfer

Aug 19, 2022

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

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.

AnnuityXT

Effectively implement your annuity continuing education program.

Custom Research and Consulting

Research tailored to your individual business needs.

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