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Annuity Research

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Featured Annuity Research    Latest Annuity Research    Annuity Benchmark Studies   

Featured Annuity Research

Annuity Sales: Strategic Insights and Future Market Trends

In 2024, annuity sales hit $434.1B, up 13% from 2023. Driven by economic conditions, interest rates, and aging population. High demand for protected growth and guaranteed income.

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.

U.S. Individual Annuity Market Forecast

What are the expectations for annuity sales over the next few years?

U.S. Individual Annuity Yearbook

How did sales of individual annuities fare in 2023? Read the most comprehensive overview and gain insights to the key factors impacting the individual annuity market.

Latest Annuity Research

Emerging Affluent Investors

Apr 18, 2025

Find out what motivates younger investors as they balance competing needs while building their early wealth. New Executive Summary — Future-Focused Investing: Financial Goals and Preferences of Emerging Affluent Investors.

A Deeper Dive: 2022 Traditional Variable Annuity Sales

Apr 17, 2025

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.

A Deeper Dive: 2023 Fixed-Rate Deferred Annuities

Apr 7, 2025

Take a deeper dive into which features were selected in fixed-rate deferred annuity products in 2023.

A Deeper Dive: 2023 Registered Index-Linked Annuity Sales

Mar 6, 2025

Take a deeper dive into the features selected in registered index-linked annuity products in 2023.

A Deeper Dive: 2023 Fixed Indexed Annuity Sales

Feb 25, 2025

Take a deeper dive into which features were selected in fixed indexed annuity products in 2023.

2024 Retirement Investors: Behaviors, Attitudes, and Financial Situations

Jan 22, 2025

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

Annuity Benchmark Studies

U.S. Individual Annuity Market

Apr 15, 2025

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 2024 Glimpse.

U.S. Individual Annuity Yearbook

Aug 7, 2024

How did sales of individual annuities fare in 2023? Read the most comprehensive overview and gain insights to the key factors impacting the individual annuity market.

Canadian Individual Annuities

Feb 12, 2025

Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province. New Q2 2024 data.

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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Related On-Demand Webinars

Watch anytime, anywhere

U.S. Individual Annuity Market Forecast 2025-2027

2/13/2025, 11 a.m. - 12 p.m.

Please join Keith Golembiewski and Bryan Hodgens to review the highlights of 2024 annuity sales and LIMRA's forecast for 2025 and beyond. ​

 

LinkedIn LIVE: Industry Insights With Bryan Hodgens — What's Ahead for Retail Life and Annuity Sales in 2025?

1/7/2025 - This month, Bryan Hodgens, senior vice president and head of LIMRA research, and John Carroll, senior vice president and head of Life & Annuities, discuss the factors LIMRA expects to have the greatest impact in 2025 and share LIMRA’s forecast on how the life insurance and annuity markets will perform.

LinkedIn LIVE: Industry Insights With Bryan Hodgens — What's Ahead for Retail Life and Annuity Sales in 2025?

1/7/2025, 2 - 2:30 p.m. ET

Join Bryan Hodgens, senior vice president and head of LIMRA research, and John Carroll, senior vice president and head of Life & Annuities, as they discuss the factors LIMRA expects to have the greatest impact in 2025 and share LIMRA’s forecast on how the life insurance and annuity markets will perform.

The Annuity INSIDER Report: Third Quarter Review

12/10/2024, 12 - 12:45 p.m. ET

Please join Keith Golembiewski & Roger Aucoin as we dive into where the annuity market is heading and what factors could drive or hinder future growth. It will be an insightful discussion on navigating the evolving annuity landscape.

Challenges of Life and Annuity Insurance

11/14/2024, 10 - 11 a.m. EDT

In this webinar, Romina Santoro, Eugenio Agopian, and Julia Pujolá, executives from Milliman, will outline the main challenges the industry faces for growth in the current environment.

The Annuity INSIDER Report: Second Quarter Review

9/26/2024, 12 - 12:45 p.m. EDT

Please join Keith Golembiewski & Teddy Panaitisor as we dive into where the annuity market is heading and what factors could drive or hinder future growth.

Harnessing Generative AI for Industry Marketers

9/12/2024, 1 - 2 p.m. EDT

On-Demand Webinar - Attendees to this webinar will gain insights into the future of marketing in the life insurance, annuity and workplace benefits segments, and acquire actionable knowledge to implement AI solutions in their marketing strategies.

Related Solutions and Services

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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.

AnnuityCompass

Tap into the power of the industry’s first database of annuity buyers and owners.

Custom Research and Consulting

Research tailored to your individual business needs.

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Enterprise Leaders Must Perform and Transform

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Unlocking Opportunities: Young Investors on the Rise

Tap into the future of wealth management by understanding emerging affluent investors and gain a competitive advantage by learning how to attract and retain this group.

Scrolling for Security: Social Media and Life Insurance

Explore how young consumers are leveraging social media to navigate life insurance options. Uncover the most influential platforms and their impact on decision making.


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