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Annuity Research

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Featured Annuity Research Latest Annuity Research Annuity Benchmark Studies

Featured Annuity Research

Annuities in Focus: 2025 Sales Performance and the Forecasted Path Through 2028

Annuities in Focus: What will shape the next phase of growth? Explore projections informed by 2025 sales, emerging product trends, and the market forces driving future demand.

U.S. Individual Annuity Market Forecast

What are the expectations for annuity sales over the next few years? New 2025 - 2028 report.

Guaranteed Income, Confident Futures: Strengthening Retirement Security

Discover how lifetime-guaranteed income and planning with financial professionals are helping investors navigate economic uncertainty and build confident futures.

From Interest to Impact: Empowering Annuity Producers to Drive Industry Growth

Get key insights into the advisor-driven forces behind today’s record-breaking annuity sales.

Guiding the Rollover Journey: Insights to Empower Investor Decisions and Strengthen Provider Engagement

What’s driving $800 billion in IRA Rollovers? Get key insights into investor motivations and actionable strategies to capture and retain assets.

Retirement

A Generation at Risk: Unpacking Gen X’s Retirement Realities

Limited pensions, low confidence, and rising protection needs are reshaping Gen X’s path to retirement.

2025 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.

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.

The Modern Retiree: Embracing the Future of Retirement

As the concept of retirement is evolving, what factors are shaping the experiences of modern retirees?

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 Yearbook

Read the most comprehensive overview and gain insights to the key factors impacting the U.S. individual annuity market.

Latest Annuity Research

A Deeper Dive: 2024 Fixed Indexed Annuity Sales

May 27, 2026

Take a deeper dive into which features were selected in fixed indexed annuity products in 2024.

The Growing Influence of Health Risks on Retirement Security

May 1, 2026

NEW research by Chris Heye, Fellow at the LIMRA Retirement Income Institute reveals that identifying and managing health-related financial risks is central to retirement planning. Audience: Financial Professionals, External

2025 Protected Retirement Income and Planning Study (PRIP)

Dec 1, 2025

The 2025 Protected Retirement and Income Planning (PRIP) research study, conducted by IPSOS, is the only study of its kind that simultaneously surveys consumers and financial professionals.

Changes in Annuity Production: Who’s Driving Growth and What’s Next

Nov 25, 2025

Annuity sales have nearly doubled in 5 years. What fueled this surge, and will those same forces keep driving growth?

2025 Retirement Investors: Behaviors, Attitudes, and Financial Situations

Nov 24, 2025

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

A Generation at Risk: Unpacking Gen X’s Retirement Realities

Sep 26, 2025

Limited pensions, low confidence, and rising protection needs are reshaping Gen X’s path to retirement.

Annuity Benchmark Studies

U.S. Individual Annuity Market

May 26, 2026

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 Q2 2025 Annuity Product Reports.

U.S. Individual Annuity Yearbook

Sep 25, 2025

Read the most comprehensive overview and gain insights to the key factors impacting the U.S. individual annuity market.

Canadian Individual Annuities

Mar 18, 2026

Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province. New Q4 2025 GLIMPSE.

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

LinkedIn Live: Industry Insights with Bryan Hodgens — Protection As an Asset Class: Closing the Retirement Income Gap

3/19/26 — Join Bryan Hodgens, senior vice president and head of LIMRA Research, and Michael Finke, LIMRA Retirement Income Institute fellow and professor of wealth management at The American College, as they discuss how annuities can replace bond and cash allocations to enhance retirement income security for current and future retirees.

LinkedIn Live: Industry Insights with Bryan Hodgens — Protection As an Asset Class: Closing the Retirement Income Gap

3/19/2026, 1 - 2 p.m. ET

Join Bryan Hodgens, senior vice president and head of LIMRA Research, and Michael Finke, LIMRA Retirement Income Institute fellow and professor of wealth management at The American College, as they discuss how annuities can replace bond and cash allocations to enhance retirement income security for current and future retirees.

Annuity Forecast Webinar

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

Annuity Forecast Webinar

2/24/2026, 11 a.m. - 12 p.m. ET

Please join Keith Golembiewski 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 Insurance and Annuity Sales in 2026?

1/14/26 — Join Bryan Hodgens, senior vice president and head of LIMRA research, and Sean Grindall, senior vice president and head of Life and Annuities, LIMRA and LOMA, as they discuss the factors LIMRA expects to have the greatest impact in 2026 and share LIMRA’s forecasts on how the life insurance and annuity markets will perform.

LinkedIn Live: Industry Insights with Bryan Hodgens — What’s Ahead for Retail Life Insurance and Annuity Sales in 2026?

1/14/2026, 1 - 1:30 p.m.

(Recorded 1/14/26) Join Bryan Hodgens, senior vice president and head of LIMRA research, and Sean Grindall, senior vice president and head of Life and Annuities, LIMRA and LOMA, as they discuss the factors LIMRA expects to have the greatest impact in 2026 and share LIMRA’s forecasts on how the life insurance and annuity markets will perform.

The Annuity INSIDER Report: December 2025

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. Join us for this insightful discussion on navigating the evolving annuity landscape and what we potential expect in 2026 through 2028.