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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

Annuity Product Selection Redux

Find out which deferred annuity products are favored by investors, and whether these preferences have shifted since 2021.

A Future View of U.S. Annuity Sales - Moving Forward With Momentum - U.S. Individual Annuity Market Forecast 2023–2027

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 Income Annuity Market

Take a deeper dive into income annuities which offer the most efficient income streams with the use of mortality credits for guaranteed lifetime income.

Deferred Annuity Buyers and Non-Buyers

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

A Deeper Dive: Annuity Sales Series

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

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 Benchmark Studies

U.S. Individual Annuity Market

Jul 12, 2023

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.

Canadian Individual Annuities

Jul 25, 2023

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

Group Annuity Risk Transfer

Aug 16, 2023

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

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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.

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.


Effectively implement your annuity continuing education program.

Custom Research and Consulting

Research tailored to your individual business needs.

Related MarketFacts Articles

Choosing a Financial Professional: What Attributes Are Important to Consumers?

Many things influence consumers when choosing a financial advisor. See how gender, age and various attributes play into their choice.

Playing for Keeps: Strengthening Retention Through Professional Development

Feeling “cared for” by their employer is important to employees’ general health, happiness and engagement. How does your organization need to change to make that happen?

How Generational Preferences Are Redefining Workplace Benefits

Workers are rethinking what benefits are most important to them. What must employers consider to meet employees’ changing needs?

The View From the Road: Insights Into Asia

Discover some of the consistent themes in work culture, distribution and digital engagement found in Asian markets.

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