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.
While 2026 financial wellness numbers show improvement, especially among workers, overall financial wellness remains below 2022 levels, indicating ongoing strain despite easing conditions.
LIMRA’s biannual biannual Financial Wellness Index® offers a trending analysis of financial wellness based on a variety of factors, including emotional, practical and current, and forward-looking. This report offers high-level wellness (financial, emotional, and physical) analysis and comparisons based on a variety of demographics, including gender, generation, working status, LGBTQIA+ status, type of work, income, and more.
Explore the Key FindingsWhile 2026 financial wellness numbers show improvement, overall financial wellness remains below 2022 levels, indicating ongoing strain despite easing conditions.
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On-Demand Webinar
What’s really happening with financial wellness — and what’s changed since the last Index release? Join LIMRA researchers Deb Dupont and Megan Nadzan for a conversation unpacking key findings from the 2026 LIMRA Financial Wellness Index®.
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