LIMRA Retirement Research

Judy Zaiken, CLU, ChFC; Joseph E. Montminy, ASA, MAAA; Teodor (Teddy) Panaitisor 12/13/2016
Take a deeper dive into which features (such as durations, and more) were selected in a variable deferred annuity products in 2023.
Take a deeper dive into which features were selected for income annuity products in 2023.
Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province. New Q3 2024 data.
Find out what motivates younger investors as they balance competing needs while building their early wealth. New Executive Summary — Future-Focused Investing: Financial Goals and Preferences of Emerging Affluent Investors.