Explore our upcoming member research agenda to help you navigate with confidence.
Research Agenda At A Glance
This page will serve as your go-to resource for updates, milestones, and key dates as we shape and refine our agenda. Please note that all dates are subject to change as planning evolves—be sure to bookmark this page and check back regularly for the latest information.
Insurance
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The LIMRA-EY study offers strategic insights into the evolving landscape of long-term care—a growing priority fueled by an aging population and increasing health needs.
Our life insurance forecast offers a thorough analysis of sales trends and a comprehensive outlook on the future, empowering strategic decisions with confidence.
The Insurance Barometer Study focuses on the opportunities to educate consumers on the benefits and strengths of life insurance. It provides insights into who owns, who doesn’t, and who wants to own life insurance. With the barriers to ownership addressed and analyzed, member companies can begin toppling them in an effort to insure more Americans.
This is the most comprehensive overview of the U.S. individual life insurance market, including premium, coverage, and policy sales by product and distribution channel, as well as consumer sentiment and ownership trends.
Annuity
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Our annuity forecast offers a thorough analysis of sales trends and a comprehensive outlook on the future, empowering strategic decisions with confidence.
Annuity sales nearly doubled from $219B in 2020 to $434B in 2024. What fueled this surge? Beyond interest rates and market volatility, LIMRA surveyed 800+ independent advisors to uncover the real drivers—product enhancements, client demand, exchange activity—and whether these forces will shape future annuity production.
LIMRA’s Retirement Investors Survey explores the perceptions, behaviors, and financial conditions of U.S. retirees and workers aged 40–85 with at least $100K in investable assets. It provides insights into retirement income, planning, financial advice, and investor attitudes, with special sections on topics like professional advice value and intergenerational financial management.
This is the most comprehensive overview of the U.S. individual annuity market, including sales benchmarks, in-force estimates, and trends across variable, fixed, indexed, immediate, and deferred products.
Workplace Benefits
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This report will explore how workplace benefit carriers are addressing the growing need for long-term care (LTC) solutions among the aging United States population.
Our workplace benefits forecast showcases a thorough analysis of in-force premium growth for workplace life and disability benefits to inform strategic decision-making.
The BEAT (Benefits and Employee Attitude Tracker) is an annual survey which tracks employee attitudes towards work in general and workplace benefits in particular. Covered topics include benefit preferences, satisfaction, understanding, approaches to benefits education, reasons for dropping coverage, benefit spending, and overall attitudes toward employers.
More information coming soon.
This yearly report presents a comprehensive overview of the U.S. non-medical workplace benefits market. Understand sales and in-force results and trends over time for workplace life, AD&D, disability, dental, vision, and supplemental health products, including data on employer groups, employees, and premiums. Gain insights into key factors impacting the workplace benefits industry.
This reoccurring LIMRA-EY Workforce Benefits Study highlights key megatrends shaping the current and future state of the workforce benefits market. Key findings include employee benefits expectations, generational preferences, and digital implications for the industry.
Distribution
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Discover insights from LIMRA and NAILBA’s study of BGAs and IMOs, exploring market composition, challenges, and opportunities—shaped by direct input from leading organizations across the intermediary landscape.
Retirement
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The SECURE Acts represent fundamental changes in the defined contributions space, and limited understanding on the part of the employers who sponsor and manage these plans may mean that they are not implementing optional provisions.
The LIMRA Financial Wellness Index® helps financial and benefits providers, advisors, and the industry in measuring financial wellness. This foundation supports the integration of financial wellness into employer benefits and personal financial strategies. Additionally, demographic insights offer a comprehensive understanding of financial wellness across different populations.
Many factors impact institutional retirement programs, stakeholders, and markets. They include the demographics of workers and the employers, retirement benefits, plan design, the behavioral and attitudinal attributes of stakeholders, and micro- and macro-economic trends. This compendium provides more than 150 key illustrations of these factors.
More information coming soon.
Canada
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LIMRA’s Retirement Investors Survey captures the perceptions, behaviors, and financial conditions of Canadian retirees and non-retired workers aged 40–85 with at least $100K in investable assets. It provides insights into retirement income, planning, financial advice, investor attitudes, and retirement timing.
The Canadian Insurance Barometer is a study that tracks the perceptions, attitudes, and behaviors of consumers in Canada. The study seeks to understand consumers’ financial concerns and how consumers think and act when it comes to financial products — particularly, life insurance.
Credible Benchmarks: Lighting the Path to Industry Growth
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.
The 2025 Protected Retirement and Income Planning (PRIP) research study, conducted by IPSOS, is the only study of its kind that simultaneously surveys consumers and financial professionals.
Understand how workplace benefits carriers are addressing the growing need for long-term care solutions.
Annuity sales have nearly doubled in 5 years. What fueled this surge, and will those same forces keep driving growth?
LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.
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.
Discover how the method and timing of plan provider contact can significantly influence rollover decisions and out-of-plan asset retention.
Despite high employee interest in understanding workplace benefits, many still struggle to engage meaningfully with the information provided.
