Capturing the IRA Rollover Market

Learn more about the dynamics of the growing IRA rollover market.

• Research Abstract
• Consumer
• Retirement

2025 Institutional Retirement Reference Guide

Data and more data about workplace retirement plans and their stakeholders.

• Research Abstract
• Consumer
• Employer
• Workplace Benefits
• Retirement
• Retirement, Institutional/Workplace
• Retirement Income
• Retirement Planning

The Retail Retirement Reference Guide — Sixth Edition

The Retail Retirement Reference Guide (Sixth Edition) provides a wealth of facts and insights at your fingertips.

• Research Abstract
• Consumer
• Wealth Markets
• Retirement
• Retirement, Institutional/Workplace
• Retirement, Retail
• Retirement Income
• Retirement Planning
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

A Future View of U.S. Annuity Sales — Entering a New Normal

Entering 2021, the individual annuity market continued to face significant uncertainty. Even as vaccines have rolled out throughout the U.S., many questions remain regarding what the new normal will be for the individual annuity market.

• Research Abstract
• Retirement
• Retirement, Retail
• Retirement Income
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

Fact Book on Retirement Income

The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.

• Research Abstract
• Distribution Channels
• Consumer
• Generations
• Wealth Markets
• Retirement
• Retirees and Pre-Retirees
• Marketing

Linkedin LIVE: Industry Insights With Bryan Hodgens — Control, Consolidation and Convenience: Understanding Investors’ Mindset With IRA Rollovers

7/17/25 — This month, Bryan talks with Matt Drinkwater, corporate vice president of LIMRA annuity and retirement research, who discusses new research examining how and why investors make the decision to roll over their DC plan assets into an IRA and what financial services companies can do to influence their decision.

• Webinars
• Employer
• Non-Profits
• Private Employers
• Public Employers
• Small Businesses
• Retirement
• Retirement, Institutional/Workplace
• Retirement, Retail
• Retirement Income
• Retirement Planning
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

Linkedin LIVE: Industry Insights With Bryan Hodgens — Control, Consolidation and Convenience: Understanding Investors’ Mindset With IRA Rollovers

7/17/2025, 2:30 - 3 p.m.

In the next episode of Industry Insights with Bryan Hodgens, Bryan will talk with Matt Drinkwater, corporate vice president of LIMRA annuity and retirement research, who will discuss new research examining how and why investors make the decision to roll over their DC plan assets into an IRA and what financial services companies can do to influence their decision.

• Webinars
• Employer
• Non-Profits
• Private Employers
• Public Employers
• Small Businesses
• Retirement
• Retirement, Institutional/Workplace
• Retirement, Retail
• Retirement Income
• Retirement Planning
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

The Annuity INSIDER Report: June 2025

6/18/2025, 12 - 12:45 p.m.

Please join Keith Golembiewski & Roger Aucoin as we dive into where the annuity market is heading and what factors could drive or hinder future growth. Join us for this insightful discussion on navigating the evolving annuity landscape.

• Webinars
• Retirement
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

LinkedIn LIVE: Industry Insights With Bryan Hodgens — U.S. Annuity Market: New Opportunities Amid Economic Uncertainty

5/13/25 - Following three years of record sales, first quarter 2025 annuity sales started strong, marking the sixth consecutive quarter of $100+ billion in sales.

• Webinars
• Distribution Channels
• Full Service Broker-Dealer
• Agency Building
• Consumer
• Generations
• Retirement
• Retirement, Retail
• Retirement Income
• Retirement Planning
• Retirees and Pre-Retirees
• Marketing
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

LinkedIn LIVE: Industry Insights With Bryan Hodgens — U.S. Annuity Market: New Opportunities Amid Economic Uncertainty

5/13/2025, 2 - 2:30 p.m.

Following three years of record sales, first quarter 2025 annuity sales started strong, marking the sixth consecutive quarter of $100+ billion in sales.

• Webinars
• Distribution Channels
• Full Service Broker-Dealer
• Agency Building
• Consumer
• Generations
• Retirement
• Retirement, Retail
• Retirement Income
• Retirement Planning
• Retirees and Pre-Retirees
• Marketing
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

SECURE Act

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was designed to help Americans save for retirement. How does it help them save?

Recognizing Financial Exploitation

Help your representatives recognize elder financial abuse.

Anti-Money Laundering (AML) Training

Compliance is a big deal. Trusting the source for AML training shouldn’t be. New user-centered improvements and updated content.

Trustworthy Selling

Effectively train and retain your sales professionals to increase their productivity and success in the industry.

AnnuityXT

Effectively implement your annuity continuing education program.