Financial Wellness Series
Financial Wellness in 2026: The Gap Persists
Early Gains Emerging, but Financial Strain Continues
While 2026 financial wellness numbers1 show improvement, especially among workers, overall financial wellness remains below 2022 levels, indicating ongoing strain despite easing conditions.
Footnotes
1 The LIMRA Financial Wellness Index® is an indication of consumer financial wellness, based on a variety of factors, both current and forward-looking. It’s based on a scale of 0 to 10 (with 10 representing total “wellness” or absence of financial stress).
2 When comparing 2026 results to 2024 results.