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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.

Recruiting Financial Professionals During a Recession

Explore the impact an economic recession can have on the state of recruiting in the financial services industry by comparing the 2020 COVID-19 pandemic to The Great Recession of 2007.

Production Measures (2021 MarketScan)

See what production measures agency-building companies use for contract maintenance requirements, benefit requirements and GDC grid qualification.

Recruitment and Testing Trends in the COVID-19 Downturn, January Update

As we look back on 2020 and the unimaginable challenges it brought, it is valuable to consider the trends that have unfolded specific to the recruitment environment.

DC Advisors Address Evolving 401(k) Engagement Models

Three-quarters of DC advisors have been forced to reconsider how they engage with their clients in the face of new restrictions on their business.

Retail Distribution Benchmark Studies

U.S. Individual Life Insurance Sales

Jul 13, 2021

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. Worksite/Voluntary Sales and In Force

Jun 24, 2021

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

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

Jun 24, 2021

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

Not-for-Profit Retirement Market

Jun 15, 2021

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 Group Life and Health Insurance Sales

Jun 14, 2021

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

Canadian Individual Life Insurance Sales

Jun 10, 2021

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

Bank Life Insurance Sales

Jun 9, 2021

LIMRA's bank life insurance sales quarterly benchmark. Updated 6/9/2021.

Canadian Individual Critical Illness Insurance Sales

Jun 9, 2021

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

The 401(k) Scorecard

May 25, 2021

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

Canadian Sales Force and Retention

May 12, 2021

Calendar-year retention of the Canadian career agent sales force.

Stable Value and Funding Agreement Products Sales and Assets

Apr 12, 2021

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 Secure Retirement Institute and the Stable Value Investment Association.

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

Mar 31, 2021

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)

Affiliated Agent Recruiting

Feb 22, 2021

Do you know . . . how many new hires were recruited in the United States and Canada in the affiliated distribution channels? Find out here!

MLEA Compensation, Production, and Retention

Dec 10, 2020

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

Agent Production and Retention

Nov 5, 2020

Trending now! Follow the annual stats on retention, production performance, and earnings of full-time agents.

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Trustworthy Selling

Continue to deliver valuable sales effectiveness training to your financial professionals no matter where they’re located. Honorable mention for 2021 Top 25 Sales Training Company as recognized by Selling Power.

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