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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

A Generation at Risk: Unpacking Gen X’s Retirement Realities

Sep 26, 2025

Limited pensions, low confidence, and rising protection needs are reshaping Gen X’s path to retirement.

Capturing the IRA Rollover Market

Sep 25, 2025

Learn more about the dynamics of the growing IRA rollover market. Executive Summary now available.

U.S. Workplace Benefits Yearbook

Sep 23, 2025

Read the most comprehensive overview of the U.S. workplace benefits market, including sales and in-force results and historical trends. 2024 data now available.

Plan Sponsors, Plan Management and Fiduciary Roles

Sep 19, 2025

This report explores how defined contribution (DC) plan sponsors manage their plans, engage with fiduciary responsibilities, and evaluate service providers

2025 Retirement Investors: Behaviors, Attitudes, and Financial Situations

Sep 17, 2025

LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.

U.S. Consumer Sentiment (July 2025)

Aug 11, 2025

There’s been a modest easing of concerns about the economy following April’s sharp rise.

Related MarketFacts Articles

Breaking Through the Noise: An Appeal During LIAM

Life Insurance Awareness Month (LIAM) is an opportunity to change consumers’ perceptions. Help them see how coverage fits into their financial plans today and tomorrow.

Experience Studies Enter a New Era for Life Insurance

Insurers and regulators need better data. Learn how a new model is reshaping experience studies. Get the latest on how the industry is adapting to modern data needs.

Spotlight on Dennis Martin at OneAmerica Financial

When Dennis Martin lost his mom at 25, everything changed. From tragedy to purpose-driven leadership at OneAmerica, his story shows why this work matters.

Insights and Trends

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

Inspirational Leadership: Purpose and Passion at the Core

Discover what makes leaders truly inspirational — from visionaries to mentors — and explore how you can embrace these qualities in your own leadership journey.

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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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