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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

Company Practices: Impact of Retirement Plan Developments on Individual Annuity Businesses

How do executives feel changes in institutional retirement plans will affect the prospects for individual annuities?

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.

2022 Insurance Barometer

The Insurance Barometer is an annual study that tracks the perceptions, attitudes, and behaviors of adult consumers in the United States, with a particular focus on life insurance.

The Upside and the Downside: Annuity Product Selection

Find out what types of deferred annuity products investors will select if given a choice of options.

2021 Insurance Barometer Study

The 2021 study period marks the 11th edition of the annual Insurance Barometer. Surveying American consumers during this difficult time provides critical insights for the industry on the impact that COVID-19 is having on financial attitudes and behaviors. (Technical Supplement added November, 2021.)

Annuity Benchmark Studies

U.S. Individual Annuity Market

Aug 16, 2022

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

Canadian Individual Annuities

Jul 15, 2022

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

Group Annuity Risk Transfer

May 18, 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.

FSRI

The FSRI retirement education program enables learners to develop a solid understanding of the “what, why, and how” of the industry and provides an effective foundation for company-specific training.

AnnuityXT

Effectively implement your annuity continuing education program.

Custom Research and Consulting

Research tailored to your individual business needs.

Secure Retirement Institute

Secure Retirement Institute® (SRI®) 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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