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Retail Distribution Research

Find opportunities for retail sales and performance growth by

  • Agents and advisors
  • Websites and apps
  • Direct marketing
  • And more

Featured Research

Latest Retail Distribution Research

See the Workplace Benefits page for workplace distribution research.

Wholesaling in Canada — A Tale of Two Countries

This paper looks at distinct and interesting differences between wholesaling in Canada and the U.S. and explores how they may inform different strategies for the future in each country.

Redefining Wholesaling: The LIMRA-EY Canadian Wholesaler Study

Wholesalers and the carriers they represent experience the challenge of retaining the fundamental attributes that remain most valuable to advisors while adapting to drive business success in the future.

Retail Distribution Benchmark Studies

U.S. Workplace Benefits Life Insurance Sales and In Force

Oct 9, 2020

Breaking news — see the latest market results for life insurance products sold at the workplace.

U.S. Worksite/Voluntary Sales and In Force

Oct 5, 2020

Results are in! View the latest market stats on 100 percent-employee-paid products sold at the workplace.

Registered Investment Advisor Quarterly Sentiment Study

Sep 22, 2020

This study looks at the key themes relevant to registered investment advisors in the prior quarter.

Stable Value and Funding Agreement Products Sales and Assets

Sep 17, 2020

See what the survey says . . . about bank and insurance company sales and asset data by major product line in a study jointly sponsored by the LIMRA Secure Retirement Institute and the Stable Value Investment Association. (Updated April 7, 2020)

Bank Life Insurance Sales

Sep 10, 2020

LIMRA's bank life insurance sales quarterly benchmark.

U.S. Individual Life Insurance Sales

Sep 3, 2020

Size it up — quarterly U.S. individual life insurance sales results reported by 80 percent of the industry, as well as annual industry estimates and the comprehensive U.S. Individual Life Insurance Yearbook.

U.S. Individual Life Insurance Yearbook

Aug 27, 2020

Read the most comprehensive overview of the U.S. individual life insurance market.

Canadian Individual Critical Illness Insurance Sales

Aug 26, 2020

Hit your target? Benchmark individual critical illness new sales, in-force business, and growth rates for 16 Canadian companies.

Canadian Individual Life Insurance Sales

Aug 24, 2020

Sales buzz! Get the latest on quarterly individual life insurance sales for Canada.

Canadian Group Life and Health Insurance Sales

Aug 19, 2020

Don't miss the latest sales trends in the Canadian group insurance market for life, long-term disability, and other types of health insurance.

The 401(k) Scorecard

Aug 14, 2020

Keep score . . . on the most important quarterly and year-to-date 401(k) sales information.

Guaranteed Income Investment Options in DC Plans

Aug 6, 2020

Stop, look, and learn — information on the market growth of guaranteed income investment options in defined contribution (DC) plans.

Not-For-Profit Retirement Market

Jul 29, 2020

Take a closer look — participant, contribution, and asset benchmarks within not-for-profit retirement plans, with data categorized by product, plan type, and market segment.

Canadian Sales Force and Retention

May 8, 2020

Coming or going? Follow annual trends on calendar-year retention-related metrics of agents, by gender and experience.

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

Apr 8, 2020

Find it here — midyear and year-end sales and in-force benchmarks for individual long-term care insurance in the U.S. market. (Updated April 8, 2020)

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