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?
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.
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.
Financial Wellness in 2026: The Gap Persists
While 2026 financial wellness numbers rebounded modestly from 2024 levels, financial pressure persists. Explore preliminary findings from the LIMRA Financial Wellness Index: 2026 Update.
2026 BEAT Study: Benefits and Employee Attitude Tracker
Discover employee attitudes and opinions about workplace benefits and overall employment issues.
- Research Abstract
- Consumer
- Generations
- Workplace Benefits
- Voluntary/100% Employee Paid
- Retirement
- Retirement, Institutional/Workplace
- Insurance Products
- Critical Illness
- Dental Insurance
- Disability Insurance
- Health Insurance
- Life Insurance
- Long-Term Care Insurance
- Medical Insurance
- Supplemental Health