Related Research
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?
Healthcare Cost Impact on Workplace Benefits
Discover how rising healthcare costs are reshaping workplace benefits—and how smarter strategies can protect budgets, employee well-being, and trust.
Advisor Growth and Succession Planning: Building Sustainable Distribution for the Next Decade
The second whitepaper in LIMRA’s Six Key Forces Reshaping Financial Services Distribution examines how firms are redefining how they attract, develop, and transition talent and practices.
The 2026 Employer Benefits Landscape: Trends, Gaps, and New Directions
The 2026 LIMRA Landscape Report reveals how employers are reshaping benefits to deliver more flexible, targeted support — while a growing divide by company size is changing who has access to core coverage. New Employee Benefit Enrollment and Participation Trends report 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
Retirement Income Readiness Report
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. New infographic content added.
U.S. Life Insurance Ownership Today: Perception and Reality
LIMRA’s latest study updates more than six decades of life insurance ownership trends, adding new estimates to better reflect today’s coverage landscape. Technical Report now available.