Consumer/Advisor Retirement Studies

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.

• Research Abstract
• Consumer
• Retirement
• Retirement, Retail
• Retirement Income
• Retirement Planning
• Retirees and Pre-Retirees
• Annuities

Guiding the Rollover Journey: Insights to Empower Investor Decisions and Strengthen Provider Engagement

What’s driving $800 billion in IRA Rollovers? Get key insights into investor motivations and actionable strategies to capture and retain assets.

• 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

U.S. Individual Annuity Market Forecast

What are the expectations for annuity sales over the next few years?

• Research Benchmark
• Retirement
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

U.S. Individual Life Insurance Yearbook

Read the most comprehensive overview and gain insights into key factors impacting the U.S. individual life insurance market.

• Research Abstract
• Research Benchmark
• Distribution Channels
• Individual Insurance
• Insurance Products
• Life Insurance

Inside the Fraud Threat: What Every Leader Should Know

Account takeovers, elder exploitation and AI scams are evolving and surging. Strengthen your strategy and empower your employees to protect your business and customers.

Beyond the Payout: Loyalty That Lasts Generations

Life insurers pay $90 billion in death benefits annually — but most relationships end there. Only 1 in 10 beneficiaries become customers. Reimagine what support looks like.

Spotlight on David Mitchell, EVP at Boston Mutual Life Insurance

Boston Mutual’s David Mitchell, EVP of External Affairs, Communications & Innovation, pursued a master’s degree in innovation in his 50s — explore what drives him.

Insights and Trends

Uncover a wide range of research from LIMRA on life insurance, annuities and workplace benefits. Additionally, be sure to review LOMA Information Center briefs, quick queries and reports on a variety of industry topics.

Turning up the Heat: What’s Driving FPs’ Annuity Sales

The annuity market is heating up — and financial professionals are serving it as the main course. Get the latest insights on what’s driving demand and what’s next.