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

The World Looks Different — And So Should Insurance

The future of insurance is personal, portable and proactive. As wealth rises and needs change, carriers must keep pace. Check out how the industry is responding.

Career Continuum: Maximizing Success From Hire to Retire

Your people are your best asset. Learn how strategic hiring, development and retention can transform your organization’s performance and success.

A Year of Insight and Impact: 2025 in Review and Beyond

Find out how collaboration and innovation powered a year of growth — and why your involvement matters as we set the stage for 2026. Be part of what’s coming next.

Top 10: The Best of MarketFacts 2025

Our top-read articles of 2025 reveal pivotal shifts and emerging priorities across our industry. Take a look at what’s driving change and fueling growth for tomorrow.

MarketFacts November 2025 Review

Articles from the November 2025 issue of MarketFacts.