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Consumer/Advisor Retirement Studies

Gain an edge in the annuity and retirement marketplace

  • Consumers’ retirement attitudes and actions
  • Business growth opportunities for advisors

Latest Consumer/Advisor Retirement Research

U.S. Consumer Sentiment (April 2025)

May 5, 2025

Consumer anxiety about the U.S. economy surged in early April as sweeping tariffs led to market fluctuations.

Emerging Affluent Investors

Apr 18, 2025

Find out what motivates younger investors as they balance competing needs while building their early wealth. New Executive Summary — Future-Focused Investing: Financial Goals and Preferences of Emerging Affluent Investors.

U.S. Consumer Sentiment (January 2025)

Feb 24, 2025

In early 2025, political shifts and recent developments appear to be influencing consumer sentiment in various, albeit foreseeable, ways.

Financial Wellness: Vulnerable Populations Show Resilience Amid Challenges

Jan 29, 2025

In 2024, financial stress and overall wellness scores reveal significant disparities among various demographic groups. Ethnic minorities, LGBTQ+ individuals, and other vulnerable populations face higher risks of financial stress and have lower overall wellness scores.

LIMRA Financial Wellness Index® — Quantifying Financial Wellness as a Basis for Improving It: 2024 Update

Jan 29, 2025

The LIMRA Financial Wellness Index® helps financial and benefits providers, advisors, and the industry quantify financial wellness. It is a first step towards understanding how financial wellness can fit into employer benefits strategies, personal advice, and financial readiness strategies. Demographic views allow for a richer understanding of financial wellness in various populations.

Wellness Works in the Workplace (Infographic)

Jan 24, 2025

Employee stress — financial, emotional, and physical — has risen since 2022.

Related MarketFacts Articles

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Skills are evolving fast — are your employees keeping up? Learn how just-in-time learning boosts agility, engagement and growth. See how top companies are doing it.

The Cost of Fast-Tracking the Wrong Application

Fast-tracking the wrong applicants is costing insurers $74.7 billion a year. Discover how early data checks can cut fraud, speed up approvals, and build customer trust.

Spotlight on: Aaron Seurkamp at Protective Life Corporation

From internal wholesaler to division president, Aaron’s 21-year journey at Protective Life is a masterclass in growth. Follow his journey and tap into his insights.

The TIP in Tipping Point: Trust, Influence and Price

Over half of Americans overestimate life insurance costs and believe it is out of reach. What s fueling the confusion and how can trust and influence shift the tide?

Eyes on the Industry’s Future Through Scenario Planning

Scenario planning isn't guesswork, it's leadership in action. It equips leaders to navigate uncertainty with confidence. Explore the power of scenario planning today!

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Related Topics

Retirement

Help consumers advance retirement readiness with unbiased and actionable information and insights.

Institutional Retirement

Get the facts on today's institutional retirement market.

Annuities

Gain insights into annuity sales, buyers, channels, persistency, and more.

Consumer

Better understand consumers — and what they think and do throughout the customer journey.

Distribution

Explore how financial products are sold via agents and advisors, websites, direct marketing, and more.

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