Skip to content

Learn how advisors are providing retirement income planning, and the role annuities play in their practices.


In this second edition of the Impact of Financial Professionals report, LIMRA examines retirement investors who work with financial professionals (FPs) to help make financial and investment-related decisions and investors who do not work with FPs. It explores key questions such as:

  • How many investors work with FPs, and which groups are more or less likely to work with them?
  • Why do some investors choose not to work with FPs, despite the benefits they provide?
  • Are clients of FPs more likely to develop formal written retirement plans and to have completed key planning activities?

No part of any report may be reproduced or translated without written permission from LIMRA. Please contact Customer Service for further information.

Related Research

Meet the Project Director

For more information, please contact

Did you accomplish the goal of your visit to our site?

Yes No