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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

2023 Retirement Investors in Canada

Learn about the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in Canada.

A Future View of U.S. Annuity Sales – Entering A New Era: U.S. Individual Annuity Market Forecast 2024-2026

As the pace of change accelerates, this annual update of the U.S. Individual Annuity Forecast explores the future of this market.

2023 Retirement Investors: Behaviors, Attitudes, and Financial Situations

LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.

The Facts of Life and Annuities: 2023 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.

A Deeper Dive: 2021 Traditional Variable Annuities

Traditional variable annuity products offer the benefits of tax-deferred investing, optional guaranteed living and death benefits, and a plethora of investing options. LIMRA surveyed its member companies active in this segment to better understand the traditional variable annuity market.

Annuity Benchmark Studies

U.S. Individual Annuity Market

Feb 20, 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.

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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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.

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