Investing in the Future of Distribution: Sustainable Growth Through Innovation

The Future Is Now: Workplace Benefits Distribution Amid a Changing Landscape

This whitepaper explores the current state and future direction of workplace distribution through the perspectives of multiple stakeholders (carriers, brokers, and employers). New Executive Summary.

2023 Digital Transformation in Workplace Benefits

How are U.S. workplace benefits carriers investing in digital transformation?

About Wellness: Exploring Plan Sponsor Perceptions and Actions

This study explores how employers — sponsors of defined contribution (DC) retirement plans — feel about and act upon the need for financial wellness programs in the workplace.

Workplace Life and Disability Benefits Forecasts

What are the expectations for workplace life and disability benefits sales over the next few years? New 2025 - 2028 report.

2025 Insurance Barometer Series

Explore key insights that focus on the opportunities to educate consumers on the benefits and strengths of life insurance, and where and how they seek information when they want to learn about it.

Staging a Comeback: A Renewed Interest in Workplace Long-Term Care Solutions

Understand how workplace benefits carriers are addressing the growing need for long-term care solutions.

Changes in Annuity Production: Who’s Driving Growth and What’s Next

Annuity sales have nearly doubled in 5 years. What fueled this surge, and will those same forces keep driving growth?

Beyond the Basics: Why Human Advice Still Wins in Life Insurance

In an age of AI tools and digital self-service, consumers still overwhelmingly turn to financial professionals for trusted, personalized guidance — especially when life insurance decisions get complex.