The 2026 Retirement Income Readiness Report examines retirement preparedness, retirement income planning, financial confidence, protected lifetime income, and the factors that help pre-retirees and retirees achieve long-term financial security.
Related Research
2025 Retirement Investors: Behaviors, Attitudes, and Financial Situations
LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.
Impact of Financial Professionals on Retirement Security, Fourth Edition
In this fourth edition of the Impact of Financial Professionals on Retirement Security 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.
The Path to Purchase: How Investors Decide on Deferred Annuities
What separates deferred annuity buyers from non-buyers? Focus on Deferred Annuity Buyers added.
Strategic Consolidation in Financial Services Distribution: From Scale to Capacities-Driven Competition
The first white paper in LIMRA’s Six Key Forces Reshaping Financial Services Distribution series explores how strategic consolidation, driven by M&A and private equity activity, are moving competition beyond scale toward capabilities, technology, and execution.
- Research Abstract
- Distribution Channels
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Independent Agency/Brokerage
- Independent Distribution Networks (BGAs/IMOs)
- Retirement
- Retirement Income
- Retirement Planning
- Distribution Management
- Compensation
- Field Leadership
- Annuities
- Annuities, Fixed Deferred
- Annuities, Indexed
- Annuities, Variable
Market Opportunity: Young Canadian Consumers
A look into the young Canadian life insurance consumer mindset, with a focus on residency duration.
