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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

Workers and Wellness: A LIMRA Wellness Update

Oct 10, 2025

This update to the LIMRA Financial Wellness Index® focuses on workers’ stress and solutions for achieving wellness.

Advised Versus Non-Advised: Two Paths, One Direction

Oct 10, 2025

Discover how investors with and without financial professionals approach rollover decisions and the opportunities to close the advice gap.

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

Related MarketFacts Articles

Changing Family Structures Create New Coverage Needs

Modern families are changing — and so should life insurance. Dive into key trends shaping coverage needs and how insurers can respond with empathy and innovation.

Protecting Rural Roots With Every Insurance Policy Sold

Rural Americans face unique challenges — and life insurers have a powerful opportunity to help. Learn how tailored policies can support families and meet their needs.

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 reports on a variety of industry topics.

MarketFacts September 2025 Review

Articles from the September 2025 issue of MarketFacts

Timeless Influencers: Can FPs Increase Brand Awareness?

In a crowded market, reputation and relationships win. Explore how trusted financial professionals are helping life insurance brands stay top of mind with consumers.

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Related Topics

Retirement

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

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Get the facts on today's institutional retirement market.

Annuities

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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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