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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

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.

Spotlight on Retirement: Latin America

In Latin America, the population is aging rapidly, and more and more of the elderly are left alone as younger generations move to the cities in search of work.

A Future View of Annuity Sales (September 2019 Update)

Guide your strategic plans with this examination of the future of U.S. individual annuities sales.

Advanced Sales Departments: Structured for Success

Advanced sales units provide a crucial service to carriers in the high-net-worth and small-business markets. Are they structured for success?

Where Will the Money Flow? Deferred Annuity Assets and Flow Forecast

With nearly $3 trillion in deferred annuity assets, a significant amount of money will be in motion over the next 5 years.

Annuity Benchmark Studies

U.S. Individual Annuity Market

Dec 17, 2019

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

Group Annuity Risk Transfer

Nov 14, 2019

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

Canadian Individual Annuities

Dec 17, 2019

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

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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

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Related Solutions and Services

Supporting your annuities business needs

The Secure Retirement Institute

The 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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