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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Dig deeper in to how Americans are feeling about the economy and our industry.
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.
Our life insurance forecast offers a thorough analysis of sales trends and a comprehensive outlook on the future, empowering strategic decisions with confidence.
Annuity
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LIMRA’s Annuity Producer Segmentation study will replicate and extend elements of the 2025 study by surveying financial professionals about their use of annuities in their practices. The research is designed to explore the impact of product enhancements, client needs and demand, exchange activity, and other factors on past and 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.
Our annuity forecast offers a thorough analysis of sales trends and a comprehensive outlook on the future, empowering strategic decisions with confidence.
The Retail Retirement Reference Guide provides industry stakeholders with a comprehensive view of the changing dynamics of the individual retirement market. Understanding the retirement market is critical to creating innovative new products and services for individuals.
Workplace Benefits
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This research explores workplace benefit carriers’ approaches to claims integration — using a claim on one product line to proactively identify possible claims on other products. Topics include types of integration, products involved, limitations, administration, managing the opt-in process, payments, and measuring outcomes and success.
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, benefit spending, and overall attitudes toward employers.
More information coming soon.
Examine the penetration rates for the full range of employee benefits and savings plans at U.S. employers.
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 research will explore how rising employer health care costs ripple through benefits strategies and workforce outcomes, revealing which non medical benefits employers are likely to cut, protect, or reoptimize. Insights will help refine product strategy, strengthen value propositions, and equip sales teams with data to guide budget constrained employer decisions over the next 1–3 years.
Our workplace benefits forecast showcases a thorough analysis of in-force premium growth for workplace life and disability benefits to inform strategic decision-making.
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.
Discover insights into the evolving role of wholesaling, examining how internal and external wholesalers are shaping success for today’s financial professionals—through direct perspectives from across the distribution 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.
Advisors are the gateway to most defined contribution plans and business. This research explores and profiles this critical audience for recordkeepers and asset managers.
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.
Canada
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This study examines current benefits portfolio for Canadian employers. It investigates the pros and cons of offering both retirement and group products by the same carrier and examines the employers’ interest in ancillary, value-added services and products.
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.
Credible Benchmarks: Lighting the Path to Industry Growth
In 2025, LIMRA’s bi-yearly plan sponsor survey looked at the number of investment options offered by their DC plans, segmenting responses by investment menu size — creating four categories: <10, 10–14, 15–29, and 30+.
LIMRA and NAILBA have collaborated for five consecutive years to learn more about BGAs and IMOs in the United States. Explore the Series.
How are workplace benefits carriers connecting claims across product lines?
Americans begin 2026 with tempered expectations. While concern about the U.S. economy has eased from last spring’s peak, half of adults still report high levels of worry.
Want to know more about the current and future landscape of group disability products?
How can defined contribution stakeholders and suppliers support employers tasked with leveraging and complying with the provisions of the SECURE Acts? The answer begins with knowing how plan sponsors perceive and understand the implications of these Acts for them and their plans. Full report and Executive Summary available.
LIMRA and NAILBA conducted the fifth annual intermediary study to learn more about BGAs and IMOs in the United States. View the Executive Summary.
This study explores how employers — sponsors of defined contribution (DC) retirement plans — feel about and act upon the need for financial wellness programs in the workplace.
