America is in the middle of a historic demographic shift, which we call Peak 65, with more than 4.1 million Americans turning 65 each year through 2027. What used to be 10,000 over the past decade is now over 11,200 every day, and 2025 is the peak of Peak 65. A concerning trend is emerging as a significant portion of the Peak 65 generation lacks sufficient protected income, putting them at risk of outliving their savings.
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A Deeper Dive: 2024 Registered Index-Linked Annuity Sales
Take a deeper dive into the features selected in registered index-linked annuity products in 2024.
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
A Deeper Dive: 2024 Fixed Indexed Annuity Sales
Take a deeper dive into which features were selected in fixed indexed annuity products in 2024.
Financial Wellness Series
LIMRA Financial Wellness Index®: Understanding Wellness, Stress, and Stability The 2026 LIMRA Financial Wellness Index® reveals why modest improvements in financial wellness have not translated into everyday relief—and what that means for employers, providers, and consumers.
- Research Abstract
- Distribution Channels
- Full Service Broker-Dealer
- Independent Agency/Brokerage
- Consumer
- Generations
- Multicultural Markets
- Wealth Markets
- Women
- Employer
- Private Employers
- Small Businesses
- Workplace Benefits
- Voluntary/100% Employee Paid
- Retirement
- Retirement, Institutional/Workplace
- Retirement Income
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Through the Advisor Lens: Alternative Investments in Defined Contribution Plan Executive Summary
The inclusion of “alternative” asset classes in DC plan menus may soon be facilitated by an Executive Order and subsequent DOL action. Find out how DC Gatekeepers – advisors – feel about this potential; explore their opinions about how alts fit into DC strategies and where they feel this development is going.