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2026 Research Agenda

Welcome to your first look at our upcoming research priorities for the year ahead.

Insurance    Annuity     Workplace Benefits    Distribution    Retirement    Canada

 

Preview the 2026 Research Agenda

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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Life Insurance Forecast

Frequency: Annual
Anticipated Release: Q1

Our life insurance forecast offers a thorough analysis of sales trends and a comprehensive outlook on the future, empowering strategic decisions with confidence.


Insurance Barometer Study

Frequency: Annual
Anticipated Release: Q2

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.


Life Insurance Yearbook

Frequency: Annual
Anticipated Release: Q4

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.


Combination Products: The Next Horizon

Frequency: Standalone Study
Anticipated Release: Q1

    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.

Annuity

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Annuity Forecast

Frequency: Annual
Anticipated Release: Q1

Our annuity forecast offers a thorough analysis of sales trends and a comprehensive outlook on the future, empowering strategic decisions with confidence.


Retirement Investors

Frequency: Annual
Anticipated Release: Q3

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.


Annuity Yearbook

Frequency: Annual
Anticipated Release: Q4

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.


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

Frequency: Standalone Study
Anticipated Release: Q1

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.


Workplace Benefits

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Workplace Life and Disability Benefits Forecasts

Frequency: Annual
Anticipated Release: Q1

Our workplace benefits forecast showcases a thorough analysis of in-force premium growth for workplace life and disability benefits to inform strategic decision-making.


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

Frequency: Standalone Study
Anticipated Release: Q1

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.


BEAT Study: Benefits and Employee Attitude Tracker

Frequency: Annual
Anticipated Release: Q2

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.


Sales Rep Carrier Practices

Frequency: Standalone Study
Anticipated Release: Q2

More information coming soon.


U.S. Workplace Benefits Yearbook

Frequency: Annual
Anticipated Release: Q4

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.


Harnessing Growth in Workforce Benefits

Frequency: Biennial
Anticipated Release: 2027

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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Inside the Intermediary 5.0

Frequency: Annual
Anticipated Release: Q1

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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Plan Sponsor Perceptions and Processing of SECURE Acts

Frequency: Standalone Study
Anticipated Release: Q1

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.


LIMRA Financial Wellness Index®

Frequency: Biennial
Anticipated Release: Q3

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.


Worker Wellness Report

Frequency: Standalone Study
Anticipated Release: Q3

More information coming soon.


Institutional Retirement Reference Guide

Frequency: Annual
Anticipated Release: Q3

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.


Canada

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Retirement Investors in Canada

Frequency: Biennial
Anticipated Release: Q3

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.


Canadian Insurance Barometer

Frequency: Triennial
Anticipated Release: 2026

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

Benchmarks

Our benchmarks light the path to growth, delivering industry-driven insights with unmatched credibility and a visionary outlook.

Related Research

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?

2025 Retirement Investors: Behaviors, Attitudes, and Financial Situations

LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.

Timing is Everything: How Outreach Drives Out-of-Plan Retention

Discover how the method and timing of plan provider contact can significantly influence rollover decisions and out-of-plan asset retention.

Benefits Understanding: The Intention Action Gap

Despite high employee interest in understanding workplace benefits, many still struggle to engage meaningfully with the information provided.

U.S. Consumer Sentiment (October 2025)

The first week of the government shutdown saw no surge in Americans' economic anxiety.

Advised Versus Non-Advised: Two Paths, One Direction

Discover how investors with and without financial professionals approach rollover decisions and the opportunities to close the advice gap.

Workers and Wellness: A LIMRA Wellness Update

This update to the LIMRA Financial Wellness Index® focuses on workers’ stress and solutions for achieving wellness.

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