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Research

Distribution Research

Explore the insights and benchmarks you need to make strategic business and distribution decisions. Our research covers topics such as distribution economics, wholesaling, recruitment and retention strategies as well as emerging trends across multiple distribution channels:

  • Affiliate Distribution
  • Asset Managers
  • Banks
  • Broker Dealers
  • Carriers
  • IMOs, BGAs, Platforms
  • Independent Advisors and RIAs
  • Workplace Distribution

Featured Distribution Research

Latest Distribution Research

U.S. Individual Life Insurance Sales

Size it up — quarterly U.S. individual life insurance sales results reflecting 85 percent of the premium market, as well as annual industry estimates and the comprehensive U.S. Individual Life Insurance Yearbook. New Industry Estimates data published.

U.S. Individual Long-Term Care Insurance Sales and In-Force

Find it here — midyear and year-end sales and in-force benchmarks for individual long-term care insurance in the U.S. market. New 2024 data.

FP (Agent) Production and Retention

Key metrics from the annual benchmarking study which help participants track field activity and sales performance. 2024 Report now available.

MLEA Compensation, Production, and Retention

Up or down? View the annual trends on retention, production performance, and earnings of multiple-line exclusive (MLEA) agents.

Distribution Benchmark Studies

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